myCPE
myCPE

Certified ChatGPT and AI Tools Mastery (CCAITM)

Enhance Accuracy and Efficiency by Integrating AI Tools and ChatGPT

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Last Updated

September, 2024

CPA in Canada, CFE, CGFM
17 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
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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

Courses

Course Title Time
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.
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.
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.
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.
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.
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.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

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Discover Why We’re the Preferred Choice!

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Eye-Opening and Practical for Advisory Practices

“MYCPE ONE has been a fantastic platform for finding high-quality courses. The ChatGPT course was particularly eye-opening and practical for integrating AI into my advisory practices. Highly recommend it! ”

Ava  Clark
Ava Clark, CPA US

Advisory Professional

trusted

Boosting Skills in AI Tools for Finance

“The ChatGPT course was exactly what I needed to boost my skills in AI tools for finance. The content was clear and actionable. I feel much more confident using AI in my daily work! ”

Olivia  Roberts
Olivia Roberts, CFE

Financial Analyst

trusted

Improving Workflow with ChatGPT

“This course exceeded my expectations! It provided in-depth insights into using ChatGPT for financial tasks, which has already improved my workflow and efficiency. The hands-on approach and real-world examples were incredibly valuable. Im thrilled with how much I have learned and how applicable it is to my role.”

Lucas  Bennett
Lucas Bennett, ACCA

Financial Analyst

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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.
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