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Full course · 4 blocks · 8 chapters

AI for Personal Finance: Your Copilot for Better Decisions

A practical course to use artificial intelligence with judgment in your money: organise your finances, understand the fine print, prepare better investment decisions and automate the repetitive. Without handing your judgment to the machine and without risking your data.

4 Blocks
8 Chapters
7–9 min per chapter
Free Full access
Block 1

AI as Your Financial Copilot

What to expect from AI with your money, and how to ask

By the end of this block you'll know exactly what AI is and isn't good for in your finances, why it isn't an adviser, and how to phrase requests that give you useful answers instead of generic or made-up ones.

  1. 1.1

    What AI Can and Can't Do with Your Money

    AI is a copilot, not a pilot. Where it adds real value (organising, explaining, comparing, drafting) and where it's dangerous (predicting, blind recommendations, making up data).

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  2. 1.2

    Talking to AI Well: Prompts for Your Finances

    The result depends on how you ask. The structure of a good financial prompt: context, role, data, format and, above all, asking it to show its assumptions and doubts.

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Block 2

Organise and Understand Your Money with AI

From statements to control, and from fine print to clarity

By the end of this block you'll know how to use AI to turn your statements into an understandable budget, spot leaks and small recurring drains, and translate the jargon of products, contracts and fees into plain language before signing anything.

  1. 2.1

    Budgeting and Spending: Categorise and Find Leaks

    How to turn a bank statement into categories, spot forgotten subscriptions and small recurring drains, and build a realistic budget with AI's help, while protecting your data.

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  2. 2.2

    The Fine Print: Products, Contracts and Fees

    Use AI to translate fund factsheets, mortgage terms, insurance and fees into plain language, and to generate the right questions before you sign.

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Block 3

Decide and Invest with Judgment

Better research and better decisions, without outsourcing judgment

By the end of this block you'll know how to lean on AI to research investments without falling for its traps, compare options objectively, simulate scenarios and, above all, use it to watch your own biases instead of amplifying them.

  1. 3.1

    Investment Research with AI Without the Traps

    AI speeds up research, but it makes things up, goes out of date and gives unreliable advice. How to use it to understand and cross-check, never to tell you what to buy.

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  2. 3.2

    Compare Options, Simulate Scenarios and Watch Your Biases

    How to ask for honest comparisons between products, run "what if...?" scenarios and, most valuably, use AI as the devil's advocate for your own decisions.

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Block 4

Automate, Protect and Set Limits

Save time without losing control or your privacy

By the end of this block you'll know how to safely automate repetitive financial tasks with AI, and you'll be clear on the non-negotiable rules about privacy, security and the limits you should never cross with your financial data.

  1. 4.1

    Automate the Repetitive in Your Finances

    Monthly summaries, reminders, templates, goal tracking: which financial tasks are worth automating with AI, how to do it, and where the human must stay in charge.

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  2. 4.2

    Privacy, Security and the Limits You Shouldn't Cross

    What financial data you should never give an AI, how to anonymise, which tools to choose and how to protect yourself from AI-powered fraud and scams.

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