Free tools
Find the gaps in what you know about AI in finance
The readiness check puts 20 questions to you across the 5 areas this site covers, explains every answer, and tells you which guide to read first. No account and no email address.
What it tests
What each area asks you
Every question belongs to one area of the site, so a wrong answer points straight at the guide that closes the gap.
The Tools
4 questionsWhat Copilot, AlphaSense, the Terminal's AI layer and the finance editions of ChatGPT and Claude really do, and which names people mix up.
AI Tools in FinanceThe Roles
4 questionsWho employs a forward deployed engineer, how research and engineering tracks split, and where data science and model risk sit.
AI Jobs in FinanceGetting Hired
4 questionsWhere client data may and may not go, how AI belongs on a CV, what you still own when a tool drafts the work, and one much-misquoted jobs figure.
AI Skills for Finance JobsThe Banks
4 questionsWhat JPMorgan, Goldman Sachs, Morgan Stanley and Bank of America built with AI, and which of it faces staff rather than customers.
AI in Investment BankingPrivate Equity
4 questionsHow EQT, Apollo and Vista use AI from sourcing through due diligence to the companies they own.
AI in Private Equity
FAQ
Frequently asked questions
- Is the readiness check free?
- Yes, with no account and no email address. Nothing you answer leaves your browser: the site counts completed checks anonymously, with no cookie, and never sees your answers or your score.
- What does the check cover?
- 20 questions across the 5 areas this site covers: the AI tools a junior uses, the AI roles, getting hired, what the banks built, and AI across a private equity deal.
- Who is it for?
- Students and junior finance people preparing for interviews where AI comes up, and engineers heading into AI roles at banks and funds who want the finance side of the picture.
- How is it scored?
- One point per question, with the reasoning shown after each answer. At the end you get a score band and a link to the guide for every area where you dropped a point.