AI and Information Retrieval

This course is part of AI-powered Financial Research with Perplexity Specialization

Instructor: Perplexity Coursera

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4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Explore how Perplexity search features support source discovery, citation tracing, and financial screening.
Apply prompt techniques in Perplexity to retrieve revenue, market, and company data for a defined issuer.
Gather and evaluate 10-K filings, earnings materials, and third-party research for a company review.
Use Perplexity market tools, including watchlists and price alerts to monitor ongoing developments.

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Build your subject-matter expertise

This course is part of the AI-powered Financial Research with Perplexity Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in this course

AI research for financial analysis teaches you how to use Perplexity to find, verify, and organize financial sources. You will practice gathering company filings, earnings materials, market data, and cited evidence, and learn how AI search features support source discovery, citation tracing, and ongoing market awareness.

This course is designed for entry-level financial analysts, research associates, and finance students who want to use AI tools to speed up and strengthen their research workflow. No prior experience with Perplexity or AI search tools is required. By the end of this course, you will be able to: - Apply Perplexity to retrieve cited and sourced financial information for a specific company, metric, and period. - Gather and compile 10-K filings, earnings announcements, and third-party research for a selected issuer. - Evaluate sources for relevance, recency, and citation traceability before using them in a research summary. - Use Perplexity market monitoring features, including watchlists and price alerts, to track market developments.

Explore how Perplexity's AI search capabilities support financial research tasks, including source discovery, citation tracing, and market data retrieval. You'll learn to refine prompts for targeted financial queries and explore advanced features that support structured research workflows. Who this is for: This short course is for beginner learners starting their financial research journey. It is ideal for those preparing for analyst support, research associate, or business finance roles who want to understand how AI-powered search tools accelerate financial information gathering.

What's included

3 videos8 readings5 assignments

3 videosTotal 11 minutes

Why AI Search Changes Financial Research - Developed in Partnership with Coursera 2 minutes
How AI Search-and-Reasoning Supports Financial Research4 minutes
Query Refinement Techniques 5 minutes

8 readingsTotal 28 minutes

Perplexity Platform Features for Financial Research3 minutes
Navigate Perplexity for a Company Briefing4 minutes
The Cost of Vague Financial Queries2 minutes
Query Patterns for Common Financial Queries3 minutes
Refine a Query to Retrieve Quarterly Revenue, Data4 minutes
Projects, Threads, and Perplexity Computer5 minutes
When to Use Advanced Perplexity Features3 minutes
Identify Advanced Features for a Research Project4 minutes

5 assignmentsTotal 90 minutes

Knowledge Check: Perplexity's Financial Research Workflow15 minutes
Hands-on Activity: Write and Refine Financial Queries15 minutes
Knowledge Check: Query Refinement Techniques15 minutes
Knowledge Check: Advanced Perplexity Capabilities15 minutes
Graded Quiz: Explore AI Applications30 minutes

Learn to execute a complete financial research workflow using Perplexity to gather company filings, earnings materials, and third-party research. You'll practice distinguishing primary evidence from commentary and evaluating source quality before including materials in research summaries. Who this is for: This short course is for beginner financial research learners who need to build reliable source-gathering habits. It is ideal for aspiring research associates, analyst interns, or business finance professionals who need to produce evidence-based company reviews.

What's included

5 videos7 readings7 assignments

5 videosTotal 19 minutes

Why Source Quality Defines Research Quality3 minutes
The Source-Gathering Workflow4 minutes
Primary Evidence vs. Commentary6 minutes
Why Source Evaluation Protects Your Research2 minutes
The Five-Criterion Source Evaluation Framework5 minutes

7 readingsTotal 25 minutes

Types of Financial Research Sources3 minutes
Gather Filings and Earnings Materials in Perplexity5 minutes
When Commentary Gets Mistaken for Evidence2 minutes
Source Classification Reference3 minutes
Classify Sources from a Perplexity Retrieval4 minutes
Source Evaluation Criteria in Detail3 minutes
Evaluate a Batch of AI-Retrieved Sources5 minutes

7 assignmentsTotal 95 minutes

Hands-on Activity: Build a Source List for a Company15 minutes
Knowledge Check: Source-Gathering Workflow15 minutes
Hands-on Activity: Classify Financial Research Sources 15 minutes
Knowledge Check: Primary Evidence vs. Commentary15 minutes
Hands-on Activity: Evaluate Sources for a Research Summary18 minutes
Knowledge Check: Source Evaluation5 minutes
Graded Quiz: Execute Financial Research12 minutes

Learn to retrieve and analyze market data using Perplexity, including share price, volume, market capitalization, and benchmark performance. You'll practice identifying short-term trends and explore Perplexity's monitoring features that support ongoing market awareness for financial research. Who this is for: This short course is for beginner learners who need to retrieve and interpret market data as part of financial research. It is ideal for aspiring analysts, research associates, or business professionals who need current market context for company reviews and internal briefs.

What's included

4 videos7 readings6 assignments

4 videosTotal 19 minutes

Why Market Data Context Matters for Research2 minutes
Understanding Key Market Data Points5 minutes
Interpreting Price, Volume, and Benchmark Trends6 minutes
Watchlists, Alerts, and Recurring Tasks6 minutes

7 readingsTotal 26 minutes

Market Data Points Reference3 minutes
Extract Market Data for a Company Using Perplexity5 minutes
What Short-Term Trends Tell an Analyst2 minutes
Trend Interpretation Quick Reference3 minutes
Draft a Market Trend Observation4 minutes
Monitoring Features Decision Guide5 minutes
Identify Monitoring Features for a Research Workflow4 minutes

6 assignmentsTotal 105 minutes

Hands-on Activity: Log Market Data for a Company Review15 minutes
Knowledge Check: Market Data Retrieval15 minutes
Hands-on Activity: Analyze Market Movements for a Research Note15 minutes
Knowledge Check: Short-Term Market Trends15 minutes
Knowledge Check: Market Monitoring Features15 minutes
Graded Quiz: Retrieve Market Data30 minutes

Learners assemble a complete, quality-evaluated research source pack for a single company using Perplexity, integrating source-gathering, source classification, quality evaluation, market data retrieval, and monitoring recommendations into a portfolio-ready research artifact.

What's included

2 readings1 assignment

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Instructor

Perplexity Coursera

Perplexity

7 Courses2 learners

Offered by

Perplexity

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