myCPE

ChatGPT for FP&A and Finance Professionals 3 Credits

Oct 28, 2024, 10:00 AM ET

ChatGPT for FP&A and Finance Professionals 3 Credits

  • Rating

    4.4

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Oct 28, 2024, 10:00 AM ET

Learning Objectives

  • 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 finance and Financial Planning and Analysis (FP&A) 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:

  • Utilize the BATS framework for AI toolkit and PRICE framework for prompts.
  • Learn techniques to prevent GenAI from hallucinating.
  • Implement AI for bookkeeping and company-specific internal documents.
  • Master financial statement analysis, reporting, and data visualization.
  • Develop skills in financial modeling, investment advising, and personal finance.
  • Understand financial controlling, management, 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 Chartered Financial Analyst (CFA) 3 PL Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for CIPM 3 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
License details Credits Status
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for CIPM 3 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible

Additional Information

Credits

3

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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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MF

Michael Flax, CPA (US)

5

Great experience!

TD

Thomas Dilullo, CPA (US)

5

Excellent

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Inclusions

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    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    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.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

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

  • Mobile App Access

    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    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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