Welcome to the Copilot FDI Course
Accelerate AI Adoption Across Six FDI Attraction Workflows
Convert AI skills into investment wins.
Smarter. Faster. Higher.
"There are clear productivity benefits with the application of AI to our targeting and engagement. The challenge however is in training and embedding good practice across a distributed organisation."
Survey Response - The 2026 Generative AI Survey for Investment Promotion Professionals
FDI attraction is changing fast
Today, most investors are using AI to guide their investment decision-making, in seconds.
High Value mobile FDI projects now demand deeper insight, more personalised engagement, and greater IPA client service value-add.
Investment promotion professionals who embrace AI enabled workflows will outperform those relying on traditional methods.
If you are still:
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Manually researching companies
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Writing outreach emails from scratch
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Preparing for investor calls with guesswork
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Building pitch decks the long way
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Working without real‑time insights
… you’re already falling behind.
AI‑enabled FDI success begins here
Do you want to supercharge your investment attraction by increasing productivity, expanding your pipeline, improving response & conversion rates, and delivering higher‑value client support to drive growth?
Read on to learn about how the Copilot FDI Course can help you do exactly that.
Introducing the Copilot FDI Course
The Copilot for FDI Attraction Toolkit Online Course is a step‑by‑step, investment promotion specific e-learning and implementation solution built around six FDI workflows.
Access 100+ Copilot end use applications and 200+ Copilot prompts to help you supercharge your FDI.
This course is built for Investment Promotion professionals looking to accelerate their AI upskilling and is informed by the insights of directors and practitioners from five IPAs based in the UK and overseas.
The author of the Course is Greg Rogers, an investment promotion professional with over 17 years of FDI industry experience, and founder of Market Entry Leaders Ltd.
The Course bridges the gap between traditional FDI training and generic AI e-learning and empowers you with the skills and confidence to operate as an AI enabled investment adviser.
You’ll learn how to use Copilot to:
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Identify new high value investor targets
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Build personalised narratives in minutes
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Write smarter outreach emails with higher response rates
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Generate insights no traditional workflow can match
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Prepare for investor pitches using AI simulations
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Create pitches and proposals in minutes, not days
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Strengthen client‑centric support with faster analysis
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Improve cross‑team collaboration through AI prompts
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Build a consistent, scalable AI‑enabled workflow
Becoming:
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Faster
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More informed
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More personalised
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More consultative
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More competitive
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More client centric
Practical AI guidance spanning six core investment attraction workflows: investor targeting, narrative development, investor outreach, consultative selling, pitch preparation and client support.
Who is this Course for?
The Course is designed for IPA professionals seeking to lead or contribute to AI driven transformation across investment attraction.
Course Structure
You can enrol on the full course or just one of the six FDI workflow modules if you are short on time.
The Course comprises 11 hours of e-learning over 10 sessions including 20 worksheet exercises.
Sessions 1-4 are foundational and set the scene for Sessions 5-10 which focus on the six FDI workflows.
Each Session includes a Worksheet with two scenario based exercises.
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Welcome, Background and Overview
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Session 1 - Introduction to Gen AI for FDI
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Session 2 - Exploring Copilot FDI End Use Applications
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Session 3 - Profiling FDI Gen AI Perspectives
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Session 4 - Copilot Prompt Engineering
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Session 5 - Investor Targeting Research
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Session 6 - Drafting Investment Promotion Narrative
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Session 7 - Personalised Investor Outreach
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Session 8 - Consultative Selling Preparation
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Session 9 - Pitch Presentation and Q&A Preparation
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Session 10 - FDI Client Centric Support
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Reflections and Next Steps
View the Course Overview to read more about how these ten sessions will help you to attract more high value FDI faster.
By the end of the course, you will leave with a deeper understanding of how to apply Copilot across six core FDI workflows - and the confidence to use AI to drive meaningful performance gains within your IPA team.
Online Course Preview Slides
COURSE WELCOME VIDEO (5 mins)
Want to identify and prioritise high-potential investors more effectively?
Watch a 3-minute preview of the Investor Targeting Research module
Content Description
Accelerate Investor Targeting with Copilot
Learn how to turn hours of investor research into minutes and help your agency move faster than the competition.
Session 5 shows how Copilot Chat and the Copilot Researcher Agent can transform investor targeting by turning time‑consuming research into fast, insight‑rich workflows - helping IPAs identify, prioritise, and deeply understand both known and “silent scaler” investors before competitors spot them.
It also introduces profile specific coaching tips, prompt‑engineering techniques, and predictive research methods that rapidly expand high‑quality pipelines and sharpen outreach with precise, data‑driven value propositions.
Included Resources:
Worksheet slide deck PDF download containing:
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24 AI End Use Applications (Copilot Chat and M365 Copilot)
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29 Prompts (Copilot Chat and Researcher agent)
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2 scenario-based exercises
FutureBuilt Podcast episode:
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"Copilot and the 10X FDI Leap"
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Format: Audio + transcript
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20 reflection questions
Video Tutorial Running Time: 1 Hour 19 Mins
Want to create more compelling investment promotion narratives with AI?
Watch a 2-minute preview of the Drafting Investment Promotion Narrative module
Content Description
Accelerate the Drafting of Investment Promotion Narrative
Learn how to turn days of narrative development into minutes.
Session 6 explains how Copilot Chat and Copilot Researcher can turn the slow, messy task of drafting investment promotion narratives into a fast, structured, insight‑rich workflow - helping IPA professionals go from blank page to compelling, investor‑ready content all while reducing effort, improving consistency, and freeing up valuable time for higher-value activities.
It shows how AI can help to generate themes, extract proof points, draft and tailor narratives across formats, integrate feedback, and prepare Q&A - ultimately boosting quality, speed, confidence, and investor engagement.
Included Resources:
Worksheet slide deck PDF download containing:
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18 AI End Uses (Copilot Chat, M365 Copilot + Researcher Agent)
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14 Prompts (Copilot Chat and Researcher agent)
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2 scenario-based exercises
FutureBuilt Podcast Episode:
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"Sceptic Turned Superuser: The IPA Director Who Went All-In on AI"
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Format: Audio + transcript
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20 reflection questions
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Ten-point action checklist
Video Tutorial Running Time: 57 Mins
Want to increase investor engagement through more personalised outreach?
Watch a 3-minute preview of the Personalised Investor Outreach module
Content Description
Accelerate Personalised Investor Outreach
Spend less time writing emails. More time speaking with investors.
Session 7 shows how Copilot can help IPA professionals create personalised investor outreach in minutes rather than hours by using Copilot Chat, M365 Copilot, and the Researcher agent across six steps - audience segmentation, investor “digital twin” profiling, opportunity matching and briefs, strategy white papers, personalised video/VR, and event pitch + follow‑up - boosting response rates, speed, and relevance.
It provides dozens of ready‑to‑use prompts, coaching, and scorecard techniques to keep messages human, authentic, and investor‑specific, so teams save time while strengthening trust and conversion.
Included Resources:
Worksheet slide deck PDF download containing:
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18 AI End Uses (Copilot Chat, M365 Copilot + Researcher agent)
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65 Prompts (Copilot Chat)
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2 scenario-based exercises
IPA Sector Team Discussion (fictional):
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Adopting Copilot for Personalised Investor Outreach
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Format: Transcript
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10 reflection questions
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10-point checklist
Video Tutorial Running Time: 1 Hour 32 Mins
Want to ask better questions and uncover investor needs more effectively?
Watch a 9-minute preview of the Consultative Selling Preparation module
Content Description
Accelerate Consultative Selling Preparation
Spend less time preparing. More time influencing investors.
Session 8 shows how IPA professionals can use Copilot as trusted, AI‑powered advisers by using Copilot Chat, M365 Copilot, and Copilot Researcher across six steps - rapid investor intel, insight‑rich question design, needs diagnosis and fit, tailored value propositions, scenario/risk simulation, and stakeholder‑specific meeting plans - so they walk into every meeting confident and ready.
It emphasises pairing human consultative selling skills with structured AI toolkits (prompts, simulations, playbooks) to elevate relevance, credibility, and speed - turning preparation into sharper dialogue, clearer risk framing, and stronger post‑meeting conversion.
Included Resources:
Worksheet slide deck PDF download containing:
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18 AI End Uses (Copilot Chat, M365 Copilot + Researcher agent)
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41 Prompts (Copilot Chat and Researcher agent)
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2 scenario-based exercises
FutureBuilt Podcast Episode:
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Format: Transcript
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"Consultative Selling Revolution (Tech Week Special)"
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40 reflection questions
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10-point checklist
Video Tutorial Running Time: 1 Hour 41 Mins
Want to improve your investment attraction pitches with AI?
Watch a 9-minute preview of the Pitch Presentation and Q&A module
Content Description
Accelerate Pitch Presentation and Q&A Preparation
Spend less time building slides. More time winning investors.
Session 9 shows IPA professionals how to use Copilot to elevate every stage of pitch preparation and delivery - from clarifying investor priorities, differentiating against competitors, and crafting a compelling '4Ps' - based narrative, to building customised decks, refining scripts, and rehearsing Q&A with simulated investor personas.
It demonstrates how AI transforms pitches from generic to investor‑specific, helping officers prepare faster, present more confidently, and handle tough questions with clarity - ultimately boosting pitch win rates for high‑value FDI.
Included Resources:
Worksheet slide deck PDF download containing:
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18 AI End Uses (Copilot Chat, M365 Copilot + Researcher)
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30 Prompts (Copilot Chat)
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2 scenario-based exercises
FutureBuilt Podcast Episode:
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"Big Law to Big Wins – The Director Who Boosted FDI Pitches by 35% with AI"
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Format: Transcript
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12 reflection questions
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10-point checklist
Video Tutorial Running Time: 1 Hour 25 Mins
Want to deliver more personalised and client-centric support to your FDI clients?
Watch a 10-minute preview of the FDI Client Centric Support module
Content Description
Accelerate FDI Client Centric Support
Learn how to turn hours of investor support preparation into minutes.
Session 10 shows IPA professionals how to use Copilot Chat, M365 Copilot, and Researcher to deliver deeply personalised, strategic, and consultancy‑grade FDI client support across six processes - from understanding the client’s business model to aligning tailored support with their market entry strategy.
It equips officers to anticipate needs, strengthen leadership readiness, design high‑impact support plans, and become trusted transformation partners who accelerate successful market entry.
Included Resources:
Worksheet slide deck download containing:
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18 AI End Use Applications (Copilot Chat, M365 Copilot + Researcher)
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51 Prompts (Copilot Chat)
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2 scenario-based exercises
FutureBuilt Podcast Episode:
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Format: Transcript
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“From Data to Derisked Deals: How One IPA Rewired FDI Support with Copilot”
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20 reflection questions
Video Tutorial Running Time: 1 Hour 43 Mins
Full Copilot FDI Online Course
What makes this Course unique
This course is built exclusively for investment promotion professionals by a fellow IPA professional.
You’ll get:
10 On-demand modules
Accessed via individual user accounts hosted on our e-learning platform.
FDI‑specific use cases
Across investor targeting, narrative development, outreach, consultative selling, pitching, and client support workflows.
Realistic IPA examples
Everything is shown through fictional examples from national, regional, state, and city IPAs.
Practical prompt templates
Copy‑paste Copilot prompts you can customise and use on Day 1.
Case studies & simulations
Including IPA persona-based storytelling and CEO persona simulations with role play.
Tailored advice for all IPA roles
In‑market teams, sector leads, HQ directors, project advisers & researchers.
Activated learning exercises
20 scenario-based worksheet exercises and 3 internal IPA workshops to be led by a super user from your team.
Podcast Episodes
7 FutureBuilt podcast episodes (fictional) including interviews with a range of IPA personas
You will receive a certificate of completion and enjoy access to the on-demand content for 12 months.
Course Benefits
By the end of the course you will have acquired...
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Foundational Understanding - Grasping the foundational aspects of Generative AI and Copilot including examining different perspectives to explore new end uses.
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Prompt Engineering Proficiency - Becoming proficient in crafting Copilot prompts to generate high-quality content, insights, and analyses tailored to investment attraction workflows.
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Advanced Practitioner Insights - Learning how to utilise the transformative power of Gen AI responsibly, strategically and creatively to increase client service value-add and expand competitiveness.
IPA Persona Audio Clips
The Course includes 20+ audio clips of investment promotion characters talking about how they have used Copilot to supercharge their investment attraction.
Stories
Here is a sample IPA persona audio clip for Emma talking about how she is using Copilot to supercharge her investor targeting research workflow. Click here to access the full collection of stories.
FutureBuilt Podcast Episodes
This Copilot for FDI Attraction Toolkit Online Course includes transcripts for seven FutureBuilt Podcast Episodes illustrating how Copilot can help supercharge investment promotion.
Pilot Course User Feedback
Read the below testimonial from one IPA Investment Director about the initial pilot course that lead to the production of the new Copilot for FDI Attraction Toolkit Course.
“Simply the best e-learning I've done in my 20+ years in the field of international business development and foreign direct investment. Thanks Greg, an excellent online course about the probably most disruptive technology we have seen this century. It simply changes everything, especially the way you have to think and work."
Jan Bruckner, Former Director, Germany, Austrian Business Agency