MYCPE ONE

AI Prompt Engineering for Accountants: A Practical Masterclass 2 Credits 2 Credits

May 12, 2026, 10:00 AM EDT

AI Prompt Engineering for Accountants: A Practical Masterclass 2 Credits 2 Credits

  • Garrett Wasny

    | MA, CMC, CITP/FIBP

  • Rating

    4.7

  • Published on

    June, 2025

  • Subject Area

    Information Technology

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May 12, 2026, 10:00 AM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Discuss AI prompt engineering and its accounting relevance.
  • Apply role-based prompting to enhance AI collaboration.
  • Deconstruct complex accounting problems into structured prompts. 
  • Customize AI responses using tone, length, and audience parameters. 
  • Evaluate AI outputs for logic, accuracy, and ethical integrity.
  • Formulate prompts that surface contrarian insights and minimize bias. 
  • Create advanced prompts to support audit, tax, and advisory functions. 

Course Overview

Can a machine think like a CPA? This CPE course invites you to find out. As AI transforms the financial world, accountants must evolve from data processors to intelligent collaborators. This isn’t just about using AI—it’s about guiding it, questioning it, and partnering with it to elevate your insights, not just your efficiency. Whether you're handling tax research or automating workflows, the future of accounting demands more than compliance—it calls for co-intelligence.

This CPE course provides a concise overview of AI prompt engineering principles tailored specifically for accountants seeking to master generative AI tools such as ChatGPT, Claude, Perplexity, and others. Participants will learn how to interact with AI as a thinking partner, not just a tool, and harness its full potential for financial modeling, tax research, audit analysis, workflow automation, and advisory services. With an emphasis on co-intelligence and iterative engagement, this course empowers accounting professionals to speak the “language of AI,” unlock deeper insights, avoid common pitfalls like sandbagging and hallucination, and guide AI to deliver outputs with greater clarity, accuracy, and creativity.

Major Topics:

  • Fundamentals of AI prompt engineering in accounting
  • Dynamic roles: shifting between creative director, troubleshooter, and domain expert
  • Granular task decomposition for precision and efficiency
  • Voice engagement and multimodal AI collaboration
  • Advanced prompt modifiers: tone, length, audience, and style
  • Tools for minimizing hallucinations and blind spots
  • Contrarian prompts, self-critique, and insight ranking technique

Step confidently into the AI-driven future of finance. Join the course and become a strategic advisor powered by intelligence—yours and the machines.

For more CPE Information Technology Courses, Click here.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

Credits

2

Course Level

Intermediate

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 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 through its website: www.nasbaregistry.org.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today! 

About Instructor

Garrett Wasny

Garrett Wasny | MA, CMC, CITP/FIBP

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises around the globe, and developed dozens of AI apps on accounting technology, tax and ethics topics. 

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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 professional organizations 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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

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

Excellent (74%)

Very Good (21%)

Average (6%)

Poor

Terrible

SH

Stephen Hartfield, CPA (US)

5

Fantastic presentation by Mr. Wassny. I have attended one other of his courses and today's course was just as interesting. Mr. Wassny is also very knowledgeable and enthusiastic about the subject, which makes the time more enjoyable.

MS

Muukul Sinha, Manager

5

Many new concepts of prompt engineering explored in the current course. I see how the trainer relates to the audiences. Nice course and must recommended to anyone who wants to learn more about AI promting.

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AI Prompt Engineering for Accountants: A Practical Masterclass

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