August and September Content Update

What's New @ CFI: August & September 2026

Four new courses — from writing better AI prompts and auditing AI-built models to turning messy data into refreshable workflows.

🤖 AI for Finance

Get accurate output, check it, and keep sensitive data safe.

Structured AI Prompts for Finance

Clear direction is the key to accurate, efficient AI output, especially for repeatable work. Taught through a finance use case, the RCCFS framework works with any AI or LLM:

Role
Context
Constraints
Format
Self-Check

For the more technical: RCCFS works between agents, too. Have your orchestrator agent use it to structure instructions to its subagents for noticeably better results.

Auditing a 3-Statement Model with AI

Use a second AI as an independent auditor to find model errors, approve fixes, and re-audit. The newest installment in our practice lab series, now part of the FMVA®.

Responsible AI Use and Data Handling

Catch hallucinations, protect sensitive data, and know when a decision needs a human in the loop.

📊 Data & Excel

Introduction to Power Query

Import, clean, reshape, and refresh data in Excel — and turn manual cleanup into workflows you can rerun with one click.

Clean text, numbers, and dates; group, pivot, and unpivot; append and merge datasets.
Now part of BIDA®, FPAP®, and other specializations, replacing Power Query Fundamentals.

Stay up to date via our What's New page and check out the latest FinPod episodes.

Questions? Reach out to the CFI Customer Success team. We're here to help.