Role-Based Programme
RB0212

Perplexity for Risk & Internal Audit

Practical AI for Risk Intelligence, Audit Research & Evidence Validation

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity across practical Risk Management and Internal Audit research activities.
  • Apply structured querying techniques for risk identification, audit research, regulatory intelligence, control benchmarking, and emerging-risk analysis.
  • Use Perplexity to investigate industries, regulations, organisations, technologies, and external risk developments using current source-backed information.
  • Analyse approved risk registers, audit reports, policies, control documents, and evidence alongside relevant external research.
  • Build reusable Risk and Internal Audit research workflows using Projects while maintaining source traceability, confidentiality, professional scepticism, and human judgement.

Tools covered

Perplexity SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of risk, controls, governance, or internal-audit activities
  • Familiarity with policies, risk registers, control matrices, audit reports, or evidence
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved Risk and Audit information during practical exercises
  • Risk ratings, control-effectiveness conclusions, audit opinions, and regulatory interpretations must remain subject to authorised professional review

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform for Risk and Audit work
  • Understanding the difference between general AI responses and source-backed risk intelligence
  • Identifying applications across risk research, audit planning, regulatory monitoring, benchmarking, and evidence validation
  • Understanding citations, source credibility, recency, bias, confidentiality, and verification requirements
Practical activities
  • Exploring Perplexity through common Risk and Internal Audit research questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing citations behind a sample risk-related response
  • Identifying appropriate audit activities for AI-assisted external research

Scenarios

Emerging Risk to Management Review

Emerging Risk → Perplexity Research → Credible External Sources → Risk Indicators → Potential Business Impact → Existing Risk Register Review → Management Questions

Participants investigate an emerging external risk, validate evidence across multiple sources, and convert findings into structured questions and considerations for internal risk assessment.

Audit Area to Risk-Based Audit Preparation

Audit Scope → Internal Reference Files → Perplexity Research → Industry Risks & Regulatory Context → Potential Audit Focus Areas → Walkthrough Questions → Audit Planning Brief

Participants combine approved internal information with source-backed external research to strengthen risk-based audit preparation while retaining auditor ownership of scope, testing, and conclusions.

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