Unlock AI's power for accounting: Master prompt engineering to automate tasks, analyze data, and gain unprecedented insights.
This 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.
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This course is ideal for accountants, auditors, controllers, and financial analysts seeking to elevate their work with generative AI and become future-ready professionals.
MA, CMC, CITP/FITP
GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
