myCPE
myCPE

ChatGPT for CPAs and Finance Professionals 3 Credits

Sep 06, 2024, 02:00 PM ET

ChatGPT for CPAs and Finance Professionals 3 Credits

  • Rating

    4.4
  • Reviewed on

    February, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
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  • Answer the polling questions
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Sep 06, 2024, 02:00 PM ET

Learning Objective

  • To discuss the potential applications of ChatGPT in finance.
  • To analyze how to implement ChatGPT into financial workflows.
  • To explain how to use ChatGPT to improve efficiency and accuracy in financial analysis.
  • To enhance client satisfaction by providing personalized support through ChatGPT.
  • To analyze how to streamline processes in the finance and banking industry using ChatGPT-powered automation.

Course Overview

Unlock the power of AI-driven language models with our cutting-edge CPE course. In today's dynamic financial landscape, staying competitive means embracing innovative tools, and ChatGPT is at the forefront of this technological revolution. Designed exclusively for certified public accountants (CPAs) and finance professionals, this webinar is your gateway to harnessing the immense potential of ChatGPT in your daily workflow.

This online course by Manish Gupta begins with a comprehensive exploration of ChatGPT's capabilities and how it can revolutionize financial analysis, task automation, client support, and process optimization within the finance and banking sectors. You'll discover how to leverage ChatGPT's natural language understanding to enhance your decision-making and elevate client satisfaction.

By the end of this CPE Finance Webinar, you'll be equipped with the knowledge and skills to seamlessly integrate ChatGPT into your profession. No programming background is required; this course is all about practical applications that will empower you to excel in your financial role.

Major Topics Covered:

  • Bookkeeping with AI, BATS - Framework for AI Toolkit, and PRICE - Framework for the Prompts
  • How to keep GenAI from hallucinating
  • Company Specific (Internal documents), and Financial Statement Analysis and Reporting
  • Data Analysis - Visualization, Financial Modelling, Investment Advising, and Personal Finance
  • Financial Management & Controlling, and CFO tasks

Don't miss this opportunity to stay ahead of the curve in the finance industry's AI revolution. Sign up today, and be part of the future of finance with ChatGPT!

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 15214) (Valid upto : Mar 31, 2026) 3 CE Approved
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15214) (Valid upto : Mar 31, 2026) 3 CE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 15214) (Valid upto : Mar 31, 2026) 3 CE Approved
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15214) (Valid upto : Mar 31, 2026) 3 CE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible

Additional Information

Credits

3

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.

About Instructor

Manish Gupta
Manish Gupta

Founder & CEO, VITTPRO

  • 4.3
  • rating
  • rating
  • rating
  • rating
  • rating

Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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Average

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PM

Paul Mancinone, CPA (US)
5

This instructor got a little into the weeds and his presentation didn't tie with the handout materials, which he hardly used. I think this has the potential to be the best CPE seminar and most relevant in all of myCPE for CPA's, but it isn't there yet.

PK

Pam Krueger, CPA (US)
5

Very good information about a relatively new and fascinating topic - good examples and applications and strategies relevant to business to improve efficiency and effectiveness

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    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

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    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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