Updated ChatGPT Course for Accounting Professionals

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ChatGPT for CPAs and Finance Professionals

Reviewed

February, 2024

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 Description

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:

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

Overview

BATS - Framework for AI Toolkit.

6 mins
How to keep GenAI from halucinating

19 mins
Book keeping with AI

39 mins
Data analysis and Visualization

71 mins
Financial modelling

88 mins
Financial Controlling

110 mins
Chat with any PDF

137 mins

Webinar Qualifies For

3 CPE Credit of Finance for Certified Public Accountants (CPA-US)
3 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
3 CPD Credit of Finance for CPA in Canada
3 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
3 CPE Credit of Finance for Certified Valuation Analyst (CVA)
3 CPD Credit of Finance for Accredited in Business Valuation (ABV)
3 CPD Credit for Association of Chartered Certified Accountants (ACCA)
3 CPD Credit for Chartered Accountant - ICAEW
3 CE Credit of Financial Risk Management for Certified Treasury Professional (CTP)
3 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
3 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
3 CPD Credit for Chartered Accountants - Scotland
3 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
3 CPD Credit for Chartered Accountants - Ireland (CAI)
3 CPD Credit for CPA - Ireland
3 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
3 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Manish Gupta

Founder & CEO, VITTPRO

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.

Additional Information

Duration

3 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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 through its website: www.NASBARegistry.org.

Ratings and Review

4.5

Excellent

Very Good

Average

Poor

Terrible

Kendra Irving, CPA (US)

This was a great informational session with very relevant tips about AI for my field. I hope that we have similar sessions going forward.

Dan Hottinger, CPA (US)

Manish did a good job of showing how in real time to use Chat GPT for accounting and finance tasks.

Roger Dean, CPA (US)

Good introduction to AI capabilities in the finance and accounting world.

Kelsey Brenn, CPA (US)

Some nice tips and tricks, always helpful.

Maria Cipriano, CPA (US)

Very timely and useful information

Course Preview

3 Credits

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Subject Area

Finance

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ChatGPT for CPAs and Finance Professionals

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Manish Gupta

Other Details

Additional Information

3 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Kendra Irving, CPA (US)

Dan Hottinger, CPA (US)

Roger Dean, CPA (US)

Kelsey Brenn, CPA (US)

Maria Cipriano, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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