Role-Based Programme
RB0213

Perplexity for Risk & Internal Audit

Research, Validate & Build Evidence-Based Assurance Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Perplexity across risk intelligence, audit research, control benchmarking, third-party assessment, and assurance decision support.
  • Apply advanced query-engineering techniques to produce current, source-backed, structured, and audit-relevant findings.
  • Use Research Mode, web sources, uploaded files, and approved organisational information to investigate emerging risks, regulatory developments, controls, and external dependencies.
  • Build reusable Perplexity Projects for recurring risk research, audit preparation, benchmarking, and management reporting.
  • Apply source validation, professional scepticism, confidentiality, evidence quality, and human judgement before incorporating AI-generated research into audit conclusions.

Tools covered

PerplexityAI-Powered SearchResearch ModeWeb SearchFile AnalysisFile UploadsProjectsProject Files & File Connectors

Who should attend

  • Internal Auditors
  • Risk Management Professionals
  • Enterprise Risk Professionals
  • IT Auditors
  • Technology Risk Professionals
  • Operational Risk Professionals
  • Risk & Control Professionals
  • Compliance Assurance Professionals
  • Internal Control Professionals
  • SOX / Controls Testing Professionals
  • Third-Party Risk Professionals
  • Audit Analysts
  • Risk Analysts
  • Audit Managers & Assurance Leaders

Prerequisites & Participant Readiness

  • Basic familiarity with risk, governance, controls, or internal-audit activities
  • Understanding of audit evidence, policies, processes, risks, and controls
  • Basic web-research and document-analysis skills
  • Familiarity with spreadsheets and audit documentation is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Perplexity programme is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search, research, and evidence-synthesis platform
  • Identifying assurance activities where current external intelligence can strengthen risk assessment
  • Differentiating source-backed evidence from AI-generated assumptions and interpretations
  • Understanding hallucinations, outdated information, incomplete evidence, and research limitations
Practical activities
  • Mapping recurring risk and audit research activities to suitable Perplexity workflows

Scenarios

Emerging Risk to Management Assurance Brief

External Development → Perplexity Research → Authoritative Sources → Risk Signals → Potential Business Exposure → Existing Control Questions → Monitoring Actions → Executive Risk Brief

Participants use Perplexity to investigate an emerging risk, validate evidence across multiple sources, identify areas requiring internal assessment, and create a management-ready assurance brief without treating external signals as confirmed organisational exposure.

Risk-Based Audit Planning Intelligence

Audit Area → Industry & Regulatory Research → Risk Themes → Control Benchmarks → Internal Audit Files → Potential Focus Areas → Audit Questions → Planning Brief

Participants combine current external research with approved audit information to strengthen risk-based planning, identify relevant control themes, and prepare evidence-backed questions and focus areas for auditor review.

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