A Program Built Around the Firm's Workflows
Modular by design, run the full track as an onboarding curriculum, or select the modules that match the desk.
AI Foundations for Finance
What today's models can and cannot do, where they break on deal work, and how to read their output with a practitioner's skepticism.
Agents on Real Deal Work
Hands-on with agents that run diligence, build models, and draft memos, configured against the firm's own templates and standards.
Governance & Oversight
How to keep AI inside policy: review, escalation, and the human-in-the-loop controls risk and compliance teams require.
Leadership Workshop
An executive session on setting the AI agenda: where it creates value, how to sequence adoption, and what to measure.
Delivered to the Whole Institution
Investment Teams
Analysts and associates who run diligence, modeling, and research day to day.
Risk & Compliance
The teams who set the guardrails and need to trust how AI is used.
Technology & Data
Engineers and platform owners deploying AI inside the perimeter.
Leadership
Partners and executives setting the firm's AI agenda and priorities.
On-Site or Remote
Delivered live by Qofi's forward-deployed team, in person or over video.
Hands-On With the Firm's Data
Exercises run on real workflows inside the perimeter, not toy examples.
Taught by Operators
Instructors from the top of finance who have run the workflows being taught.