MYCPE ONE

ChatGPT and AI Tools Training Program

Enhance Accuracy and Efficiency by Integrating AI Tools and ChatGPT

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3604

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Published on May, 2026
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Multiple

Qualifications 

11

Credits

11 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

Ever wondered how AI can redefine your financial strategy? The ChatGPT and AI Tools Training Program 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.
Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Courses

ChatGPT for CPAs and Finance ProfessionalsChatGPT and the ELI5 ApproachAccountants, Meet Chatbot: Your Beginner's Guide to Getting the AI ChatGPT Conversation StartedAdvanced ChatGPT for Accountants 2026
Course Title Time Credits Learning Format
3 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for Chartered Professional Accountant in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for Chartered Professional Accountant in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
On Demand (video)
  • 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.
3 Hours
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 3 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 3 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 3 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 3 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 3 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 3 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 3 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 3 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
On Demand (video)
  • 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
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 3 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 3 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 3 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 3 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 3 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 3 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 3 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 3 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
On Demand (video)
  • 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.
2 Hours
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 Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD 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 Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD 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
On Demand (video)
  • Identify advanced capabilities of ChatGPT and generative AI tools.
  • Explain how AI transforms accounting workflows and advisory services.
  • Assess opportunities and limitations of AI in 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

Garrett Wasny

Garrett Wasny

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

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. 

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Manish Gupta

Manish Gupta

Founder & CEO, VITTPRO

Manish is an energetic, result-oriented professional with over 15 years of management, finance, audit, operations, risk management, and customer experience expertise. He has led monthly reporting, P&L analysis, budgeting, and strategic planning initiatives, and is known for innovative, growth-driven problem-solving. With hands-on experience leading projects for change, Manish directed the ERP implementation across 16 hotels for Htoo Group, leveraging his strategic mindset and commitment to efficiency and lean management.


He is the founder of eHotelManagementSchool.com, where he shares his industry knowledge through online classes and consulting, helping small hotels and startups with finance and management challenges. Manish is passionate about people development, positive leadership, and supporting business transformation via learning, technology, and operational improvement.

More...

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Frequently Asked Questions

This ChatGPT and AI Tools Training Program 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 ChatGPT and AI Tools Training Program 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.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.