Role-Based Programme
RB0211

Perplexity for Risk & Internal Audit

AI-Powered Risk Research & Audit Intelligence

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Perplexity can support Risk and Internal Audit teams with research, evidence gathering, benchmarking, and audit preparation.
  • Explore effective query techniques for risk identification, control research, regulatory intelligence, audit planning, and industry benchmarking.
  • Apply Perplexity to discover, compare, synthesise, and verify risk-related information from multiple credible sources.
  • Experience how audit documents, policies, reports, and external research can be combined into structured risk and audit insights.
  • Recognise source quality, evidence reliability, confidentiality, professional scepticism, and human-review requirements when using AI-assisted research.

Tools covered

Perplexity SearchPro SearchSources & CitationsFile UploadsResearch Mode OverviewRisk & Regulatory Web Research

Who should attend

  • Internal Auditors
  • Risk Management Professionals
  • Enterprise Risk Professionals
  • Operational Risk Professionals
  • IT Auditors
  • Risk & Control Analysts
  • Internal Control Professionals
  • Audit Executives
  • Audit Managers
  • Risk Assurance Professionals
  • Governance Professionals
  • Compliance & Risk Professionals
  • Process Assurance Professionals
  • Risk & Audit Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of risk management, internal controls, or audit activities
  • Familiarity with risk registers, policies, audit reports, or control documentation is helpful
  • Basic internet research skills
  • No AI or programming knowledge required
  • No previous Perplexity experience required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform
  • Understanding the Risk / Audit Question → Search → Sources → Synthesis → Verification workflow
  • Identifying applications across risk research, audit preparation, regulatory intelligence, and control benchmarking
  • Understanding the difference between source-backed evidence and AI-generated interpretation
Practical activities
  • Exploring Perplexity through common Risk and Internal Audit research questions
  • Comparing traditional audit research with a Perplexity-assisted approach

Scenarios

Emerging Risk to Risk Intelligence Brief

Business Area → Emerging-Risk Research → External Signals → Source Verification → Potential Causes & Impacts → Risk Questions → Management Brief

Participants use Perplexity to investigate emerging risks affecting a selected business area and organise verified external evidence into a structured intelligence brief for Risk-team review.

Audit Area to Evidence-Based Planning Brief

Audit Area → Process / Control Context → Regulatory & Industry Research → Source Comparison → Potential Risk Areas → Audit Questions → Planning Brief

Participants use Perplexity to research an audit area, identify relevant risk and control considerations, and prepare evidence-backed planning questions without treating external research as final audit evidence.

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