Learning in the age of AI

using Bloom’s Taxonomy

to explain why learning financial theories and principles still matters-An Investment EXAMPLE

1. Remember (Basic Facts)

2. Understand

“Diversification reduces risk.” You memorize this classic principle, but don’t yet know how or why it works.

You learn that diversification works by spreading your money across different assets, so if one falls, others can help offset the loss.

3. Apply (Use in Real Life)

Why it matters: If the AI recommends only tech stocks based on short-term trends, you know that’s not diversified—and you adjust.

You apply this by choosing stocks, bonds, and ETFs across sectors—not just what the AI suggests.

4.Analyze

You analyze two AI-generated portfolios and notice one has higher expected return but also much higher risk.

Without theory, you might just pick the one with higher return. With theory, you recognize risk-adjusted return matters more.

5. Evaluate

You question the AI’s advice during a volatile market: “Does this align with my goals, time horizon, and risk tolerance?”

Now you’re not just following AI—you’re thinking independently.

You craft a personal retirement strategy, blending AI insights with human judgment—perhaps even testing a portfolio inspired by behavioral finance.

6. Create (Innovate and Adapt)

Common mistakes

I’m an awesome subtitle, ideal for giving more context about the topic at hand

2. Tells stories hierarchically

1. Is clearand structured

4. Adjust fonts and colors tothe theme

3. Matches your audience

6. Represent data with graphs

5. Include images and entertain

8. It is animatedand interactive

7. Usetimelines

9. Excite the brain through multimedia elements

10. Do not overdo the bullet points

Write a great headline

Pose a dramatic question; it is the essential ingredient for keeping the audience's attention. It is often posed subtly at the beginning of the story to intrigue the audience and is resolved at the end.

Write a great headline

When we are told a story, it moves us; it can even touch our hearts, making us remember stories up to 20 times more than any other content we might consume.

Do you have an idea?

Create a new layer of content with all the functionalitiesof Genially.

• Generate experiences with your content.
• It has a WOW effect. Very WOW.
• Make your audience remember the message.
• Engage and surprise your audience.

Write a great headline

Disciplines like Visual Thinking facilitate the taking of visually rich notes through the use of images, graphics, infographics, and simple drawings. Go for it!

Write a great headline

Visual content is a cross-cutting, universal language, like music. We are capable of understanding images from millions of years ago, even from other cultures.

Share your idea withan image

Visual content is a cross-cutting, universal language, like music. We are able to understand images from millions of years ago, even from other cultures.

Here you can put a highlighted title

We are in the era of the explosion of digital information. This causes our way of obtaining information to have changed; we have moved from traditional reading to a cognitive strategy based onnavigation.

Write a great headline

Visual content is a cross-cutting, universal language, like music. We are able to understand images from millions of years ago, even from other cultures.

Here you can put a highlighted title

• Plan the structure of your communication.
• Prioritize it and give visual weight to the main points.
• Define secondary messages with interactivity.
• Establish a flow through the content.
• Measure the results.

We are visual beings

We are capable of understanding images from millions of years ago, even from other cultures.

Narrative beings

We have thousands and thousands of stories. Two-thirds of our conversations are stories.