AI Tutor - A quick guide

The AI Tutor is your personal CFI-trained AI assistant designed to complement CFI’s expert-led video lessons with instant answers, summaries, and explanations.


Accessible in both the course player and the header navigation, AI Tutor combines ChatGPT's advanced AI chat functionality with your learning and career data, CFI’s course transcripts, and our catalog of finance resources. All of which provides you with an immersive and interactive learning experience tailored to your role and your learning journey.


The AI Tutor


  • Explains, summarizes, or defines complex concepts with the same clarity as CFI’s Subject Matter Experts.
  • Writes and explains complex finance formulas and turns them into easy-to-follow Excel functions.
  • Understands the context of other courses you have watched to better tailor responses.
  • Leverages your career, role, and location data to provide responses and examples that are relevant to you and your occupation.

AI Tutor is accessible to Full-Immersion subscribers within courses and from CFI’s header navigation

Please note: AI Tutor is available to Full-Immersion subscribers only. 

Upgrade to a Full-Immersion membership to access AI Tutor.


About AI Tutor


AI Tutor seamlessly integrates AI guidance into video lessons and the header navigation, providing a unified and augmented learning experience that helps you develop a deeper understanding of finance concepts. See more below on all of the ways AI Tutor can be used.


Example Use Cases


Within courses, AI Tutor acts as your learning guide to help you clarify concepts and ask questions you have about course materials or complex concepts:

Great examples of question you can ask fall into these categories:

  • Explain the difference between X and Y.
  • Summarize this concept.
  • Give me another example use case for regression.
  • What is the formula for Black-Scholes?
  • Define an Investment Bank?

Here are a few comprehensive examples, showing the question, the answer, and any recommended CFI Sources that were used to generate the answers.


  • What is the formula for WACC?


  • What's the difference between levered and unlevered beta?

Structured Responses


AI Tutor is designed to provide well-structured and easy-to-digest answers to your questions. In addition, AI Tutor will also recommend related courses and lessons, providing references to help you continue learning.



Data Collection


AI Tutor uses your personal data, such as name, location, job title, and education, to provide you with relevant and localized examples in order to recommend case studies or concepts that are more familiar to you. You can better customize your experience with AI Tutor by updating your personal information in your account settings.

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