AI-Assisted Peer Group Selection

Build and defend a high-quality peer group by using AI to generate ideas, applying a structured framework to evaluate them, and stress-testing your conclusions with analytical rigor.

Identify whether AI-generated peers are truly comparable or just surface-level matches
Apply a two-dimensional framework (business and financial characteristics) to select the right companies
Use AI as a challenger to test and refine your peer group with confidence

Start Learning

Corporate Finance Institute

AI-Assisted Peer Group Selection

Overview

AI-Assisted Peer Group Selection Course Overview

Selecting the right peer group is the foundation of any meaningful financial analysis, yet it’s often where errors begin. With AI now able to generate peer suggestions instantly, analysts must develop the judgment to distinguish between surface-level matches and truly comparable companies. This course teaches you how to use AI effectively without relying on it blindly.

You’ll learn how to evaluate AI-generated peer groups using a structured two-dimensional framework, assessing both business and financial characteristics. The course also shows how to validate AI outputs with real data and make informed decisions about which companies to include, exclude, or caveat. Finally, you’ll use AI as a challenger to stress-test your conclusions, helping you build peer groups you can confidently defend in real-world analysis.

Who should take this course?

This practice lab is designed for aspiring and early-career financial analysts, including those in equity research, investment banking, FP&A, and corporate finance. It supports professionals looking to build strong analytical judgment and progress into roles that require company valuation, benchmarking, and strategic financial analysis.

AI-Assisted Peer Group Selection Learning Objectives

Distinguish between surface-level pattern matching and analytically valid comparisons based on business and financial characteristics
Apply a structured two-dimensional framework to assess AI suggestion, deciding what to include, caveat, or exclude.
Use AI to critically stress-test your own peer group.

Prerequisite Courses

Recommended courses to complete before taking this course.

Financial Analysis Fundamentals

What You'll Learn

Lesson

Multimedia

Exams

Files

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

AI-Assisted Peer Group Selection

AI-Assisted Peer Group Selection Course Overview

Who should take this course?

AI-Assisted Peer Group Selection Learning Objectives

What You'll Learn

Introduction

AI-Assisted Peer Group Selection

Conclusion

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Frequently Asked Questions