Bodic Learning

AI & Data training designed for investment, IR and middle-office teams.

Bodic Learning structures training around real use cases: data chain in a fund, AI agents, BI for committees and more.

The goal is to make AI & Data topics understandable, actionable and aligned with your daily work.

Training catalogue

A set of modules designed for investment, IR, ESG and middle-office teams.

  • Introduction to the data chain in an alternative investment firm.
  • Building an AI agent to draft investment memos.
  • Using AI in daily work with Microsoft 365 Copilot™.
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E-learning & online platform

Trainings are available via an online LMS, with videos, downloadable materials and quizzes.

Open the online catalogue

Custom training paths

We design specific paths per team (Investment, IR, ESG, Management, etc.).

Build a dedicated path

Sample modules

Examples of modules already delivered for our clients:

Introduction to the data chain

Understand end-to-end data flows, from collection to dashboards.

AI agents for investment memos

Learn how to structure prompts, workflows and guardrails for internal use.

BI & Data visualisation for committees

Set up understandable and reliable dashboards for decision-making.

Formats & delivery

Modules can be delivered on-site, remotely or in hybrid formats.

We can also co-facilitate sessions with your internal teams or external partners.

Train your teams now

We can start with a pilot module for a small group, then expand step by step.

Schedule a training session