Which four roles will you practise with an AI assistant?
In AI tutoring you practise giving an AI assistant four roles: an explainer of terms and structures, a summariser of long documents, a checker that argues against your reasoning, and an organiser of your notes and questions. In each role you stay in charge, and you confirm anything that matters in the original.
Explainer
Explains a term, a fee type or how a product makes money, at your level, and again in simpler words if needed.
Summariser
Turns a long fund document or annual report into a short list of what to read closely: costs, risks and exit rules.
Checker
Argues the other side of your idea, lists what could go wrong and points out the questions you haven't asked.
Organiser
Keeps your notes, your questions for a firm and your decision record in one tidy place you can come back to.
What will you learn in AI tutoring?
AI tutoring teaches four skills on top of those roles: writing prompts that ask for explanations rather than picks, checking every answer against the source document, keeping private data out of your chats, and spotting the investment scams that use AI as bait. You practise each one on material you choose, with a tutor checking your work.
- Writing prompts: how to give context without personal data, ask for the assumptions behind an answer and add guard lines such as 'Don't tell me what to buy; explain, and list what I should check in the original document.' Our AI prompts for investment research give you ready-made sets.
- Checking answers against the source: finding the page and line an answer came from, and treating any figure you can't find as wrong until you can.
- Privacy: never paste account numbers, passwords, one-time codes or ID into a chat, and use round, made-up figures instead of your own. The lesson on what never to share with an AI assistant has the full list.
- Spotting AI-themed scams: fake trading bots, invented dashboards and deepfake endorsements. See how AI trading bot scams work.
What does an AI tutoring lesson look like?
A typical AI tutoring lesson takes one real document and one question. You write the prompt, the assistant answers, and then you check its answer against the document, section by section, with the tutor alongside. The mistakes you find are the useful part. You leave with prompts that worked and a note of what to check by hand.
An illustration. A learner brings the key information document for a fund they are considering. They ask the assistant to summarise its costs and risks, adding the guard line 'Don't tell me whether to buy; explain, and give the section for each figure.' The summary looks tidy, but it states a yearly charge that appears nowhere in the document. Checking section by section, the learner finds the real figure, and a one-off entry charge the summary missed.
They then rewrite the prompt to quote each figure with its section, run it again and save it in their own prompt set, with a note on what to check by hand every time.
The full routine is in how to use AI for investing, safely.
What can't AI do for your investments?
AI can't reliably predict prices, it doesn't know your situation, and it can't replace the checks on a firm or offer. Language models generate likely text, not forecasts, and they can state an out-of-date or invented figure with full confidence. That is why every lesson pairs an AI answer with a check in the original.
- Predict prices: prices move on news nobody has yet, and a model built on past text can't see it. More in can AI predict stock prices?
- Know your situation: it sees only what you type, and you shouldn't type much about yourself.
- Replace the checks: it can't confirm that a firm is on today's register or who would hold your money. You check that in the official sources.
- Take responsibility: it carries none for the result. The decision, and the reasons for it, stay with you.
Who is AI tutoring for?
AI tutoring suits anyone who uses an AI assistant, or wants to, and is making or planning investment decisions. You don't need technical skills: if you can type a question, you can learn this. It also suits people who have seen 'AI trading' offers and want to understand why so many of them are scams.
- You use AI chat tools for everyday questions and want to use them for money questions without being misled.
- You find fund documents and annual reports too long to read and want a safe way through them.
- You have seen adverts for AI trading bots or 'AI-powered' returns and want to know what is behind them.
- You are learning with one-to-one investing tutoring and want AI research added to your plan.
How do AI tutoring lessons work?
AI tutoring works like the rest of our tutoring. An introductory consultation finds out how you use AI now and what you want to research. We agree a short plan. In the lessons you work on documents and questions you choose, in the AI assistant you prefer, and learn to check each answer against the source.
Introductory consultation
Tell us how you use AI tools now, if at all, and what you want to research.
A short plan
We agree which skills to cover and in what order: prompts, checking, privacy and scam spotting.
Practice on real material
You run prompts on public documents you choose, and we check the answers together against the source.
Your own prompt set
You keep the prompts, guard lines and checklists that worked for you, ready to use alone.
Questions about AI tutoring
Which AI assistant will I use?
Whichever general-purpose AI assistant you already use or prefer. We don't name or favour any AI product, and the skills we teach carry across them.
What should I bring to the first lesson?
A question you want answered and one public document that goes with it, such as a fund's key information document or a company's annual report, plus the AI assistant you prefer. You don't need to prepare prompts: writing them is part of the lesson.
Can we work on my own documents?
Yes, with one rule: nothing private goes into the AI assistant. Public documents, such as fund documents and annual reports, work well. For questions about your own situation, we first turn your figures into round, made-up numbers, so the explanation still fits and nothing personal is shared.
Will I need to share any account details?
No, never. AI tutoring doesn't need account numbers, passwords, logins, one-time codes or copies of ID, and you should never paste any of them into an AI assistant either.
Do I need to be good with technology?
No. If you can type a question and read the answer with a critical eye, you have what you need to start. The lessons cover the rest.
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