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Key Highlights

Harness ChatGPT for Enhanced Financial Analysis

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

Ever wondered how AI can redefine your financial strategy? The Certified ChatGPT and AI Tools Mastery course equips finance and accounting professionals with the skills to integrate ChatGPT into their workflows, enhance accuracy, and elevate client interactions. Discover how to leverage AI for financial analysis, automate tasks, and achieve remarkable efficiency in your practice.

Get Deeper Understanding of:
  • Integrating ChatGPT for streamlined workflows.

  • Techniques for improving accuracy with AI.

  • Crafting effective prompts and generating useful templates.

  • How ChatGPT enhances client communication and support.

  • Optimizing daily tasks through AI across various platforms.

Recommended For:
  • CPAs, CMAs, and Financial Analysts seeking advanced skills in integrating AI tools like ChatGPT into financial workflows, offering expertise beyond basic AI knowledge.

  • CPA firm owners looking to expand into AI advisory services, leveraging ChatGPT to enhance client offerings and streamline workflows.

  • Individuals interested in AI technology and its applications in finance, aiming to gain a comprehensive understanding of ChatGPT’s capabilities and impact on financial practices.

Why take the Certified ChatGPT and AI Tools Mastery with myCPE?

Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.
Career Opportunities
  • AI Financial Integration Specialist
  • Financial Technology Consultant
  • AI-Enhanced Financial Analyst
  • Automation and Efficiency Expert
Value Addition to your skills
  • AI Application in Financial Workflows
  • Advanced Data Analysis and Interpretation
  • Effective Prompt Engineering
  • Enhanced Client Communication
  • Workflow Automation Techniques
  • Platform-Specific AI Integration

Modules

Module Name

Duration

Mastering AI for Professionals: An Introduction to ChatGPT and GPT

3 Hours

  • Identify and analyze ChatGPT and GPT, and predict their impact on the accounting industry.
  • Assess the AI landscape and interpret how AI and ChatGPT will transform accounting tasks into 20 categories.
  • Evaluate Prompt Engineering principles for ChatGPT and formulate a GPT AI starter strategy for accounting operations.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

ChatGPT for CPAs and Finance Professionals

3 Hours

  • Discuss ChatGPT’s applications in finance and analyze its integration into financial workflows.
  • Explain how ChatGPT improves efficiency and accuracy in financial analysis.
  • Enhance client satisfaction with ChatGPT support and analyze its role in automating finance and banking processes.
Instructor
Manish Gupta
Manish Gupta

Founder & CEO , VITTPRO

ChatGPT 101: Unlock the Power of ChatGPT for Professionals

2 Hours

  • Analyze asking ChatGPT about regulations and solve accounting problems with it.
  • Inspect generating templates, invoices, and emails with ChatGPT, and craft summaries and recommendations.
  • Prepare for various conversations and master prompt engineering for accounting tasks.
Instructor
Alain Wolf
Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Advanced ChatGPT for Accountants

3 Hours

  • Discuss ChatGPT's core features and explore Custom Instructions for tailored financial responses.
  • Analyze financial statements and data, and identify business opportunities with hyper-local and sectoral techniques.
  • Utilize advanced data analysis for financial comparisons, evaluate assets with image analysis, and enhance accessibility through voice interaction.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

ChatGPT and the ELI5 Approach

3 Hours

  • Analyze the ELI5 approach’s impact on client communication and apply it to complex accounting topics.
  • Identify ChatGPT’s capabilities and review successful ELI5 communication examples in accounting.
  • Develop strategies for using the ELI5 approach with ChatGPT and explore accountants’ evolving role in simplifying complex information.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

Accountants, Meet Chatbot: Your Beginner's Guide to Getting the AI ChatGPT Conversation Started

3 Hours

  • Understand ChatGPT’s versatility across platforms and integrate it to optimize workflows.
  • Evaluate ChatGPT’s benefits and limitations, and explore its applications in accounting.
  • Access ChatGPT through different interfaces and consider ethical and security implications for productivity and decision-making.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

Instructors

Testimonials

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

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Frequently Asked Questions

This certification provides an in-depth exploration of integrating ChatGPT and AI tools into various professional workflows. You'll delve into applying ChatGPT to enhance accuracy and efficiency across tasks, including financial analysis and client support. The course covers advanced techniques in prompt engineering to create useful templates and reports, automating repetitive tasks, and improving communication through AI. Additionally, you will evaluate how AI can optimize processes across different platforms, offering a comprehensive understanding of AI’s applications in both financial and non-financial contexts.

This certification will significantly enhance your ability to leverage AI tools like ChatGPT in your professional practice. You will acquire practical skills for integrating AI into your daily workflows, leading to improved accuracy in data analysis and more efficient task management. The course will also teach you how to automate routine tasks and craft effective prompts for generating insightful reports and templates. By mastering these skills, you will be better equipped to enhance client communication, streamline your processes, and stay competitive in a technology-driven environment, thereby advancing your professional capabilities and productivity.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.