myCPE

ChatGPT Vision for Financial Analysis 2.5 Credits

Feb 07, 2025, 02:30 PM ET

ChatGPT Vision for Financial Analysis 2.5 Credits

  • Garrett Wasny

    MA, CMC, CITP/FIBP

  • Rating

    4.4

  • Reviewed on

    February, 2025

  • Subject Area

    Information Technology

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
Feb 07, 2025, 02:30 PM ET

Learning Objective

  • Explore the capabilities and features of GPT Vision for analyzing visual content in financial contexts.
  • Discuss and compare the advantages of visual data analysis with traditional text-based methods.
  • Analyze GPT Vision tools to analyze financial screenshots and documents effectively.
  • Extract meaningful insights from financial and operational images to enhance decision-making.
  • Integrate GPT Vision with mapping technologies for improved spatial analysis and strategic planning.

Course Overview

Imagine revolutionizing your financial analysis with the power of artificial intelligence! Our course on ChatGPT Vision demonstrates how this groundbreaking technology can transform how you interpret and analyze visual data. From aerial views to street-level imagery, discover how GPT Vision unlocks new insights and enhances your financial management strategies.

You will explore the fundamentals of GPT Vision and its advantages over traditional data analysis methods. We’ll guide you through accessing and utilizing these advanced capabilities, analyzing financial screenshots, leveraging imagery for operational insights, and integrating visual data with mapping technologies. Detailed case studies will illustrate using descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis techniques to inform decisions based on visual data.

Key topics covered:

  • Fundamentals and Benefits of GPT Vision
  • Accessing and Utilizing GPT Vision Tools
  • Analyzing Financial Screenshots and Operational Insights
  • Integrating GPT Vision with Google Maps and Spatial Analysis
  • Applying DDPP Analysis and Interpreting Visual Data for Enhanced Insights

By the end of this course, you will be proficient in harnessing GPT Vision to enhance your financial analysis. You will recognize the benefits of visual data, effectively use AI tools for financial and operational image analysis, and apply advanced techniques to address complex challenges. This course equips you with the skills to revolutionize your financial management processes, from integrating ChatGPT with Google Maps to mastering photo-capturing methods.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Information Technology for CPA in Canada 2.5 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
Chartered Accountants - Scotland 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Information Technology for CPA in Canada 2.5 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
Chartered Accountants - Scotland 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible

Additional Information

Credits

2.5

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.

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

  • 4.5
  • 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. 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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LK

Lamont Kendall, CPA in Canada

5

Wow, there's a lot to take away her. Kudo to Wasny in his delivery style and thanks for the handout...I think I am going to use ChatGPT to go thru the handout for direction to analyze a situation before I actually prompt question!!

JS

Jose Serrano, CPA (US)

5

Video was very eye-opening. Didn't realize all these things were available in chatgpt and how they relate to accounting. Love the handout and real life examples.

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