Master ChatGPT (Video) (Course Id 2735)

· Who is this course for?
This course is designed for CPAs, accountants, and other accounting professionals seeking Continuing Professional Education who want a practical introduction to using ChatGPT in their daily professional work.

· What is this course about or what problem does this course solve?
The course provides a structured, hands-on introduction to ChatGPT, covering platform navigation, plan selection, configuration, prompt engineering, risk management, and real-world accounting use cases such as research, reporting, dashboards, and advisory services.

· How can the knowledge from this course be used?
Participants can apply the techniques learned to create repeatable workflows, analyze financial statements, generate management reports and dashboards, conduct preliminary research, and integrate ChatGPT into advisory and operational tasks while maintaining accuracy and professional judgment.

· Why is this course important to a CPA or Accountant?
This course helps CPAs and accountants responsibly adopt AI tools like ChatGPT to improve efficiency, enhance advisory value, reduce manual effort, and ensure outputs are accurate, ethical, and suitable for professional use.

· When is this course relevant or timely?
Released in 2025, this course is timely as AI tools such as ChatGPT are increasingly being adopted in accounting and advisory practices, making it important for professionals to understand how to use them effectively and safely now.

· How is a course like this consumed or used?
The course is consumed as a NASBA QAS self-study video and text-based program, allowing participants to learn at their own pace, complete review questions, and pass a final exam to earn CPE credit.

This self-study course provides accounting professionals with a structured, practical introduction to using ChatGPT in daily work. Participants learn how to navigate the platform, select appropriate plans, configure settings, apply prompt engineering, manage risks, and implement real-world use cases including research, reporting, dashboards, and advisory work. Emphasis is placed on accuracy, professional judgment, and responsible use.

Video - NASBA QAS - Text - NASBA Registry - 2735

Course Learning Objectives

1. Design structured prompt templates that convert recurring accounting tasks into repeatable, time-efficient workflows.
2. Build and maintain a prompt library that enables consistent reuse of high-quality prompts across reporting, advisory, and operational tasks.
3. Select the appropriate ChatGPT plan and model based on task complexity, privacy requirements, and professional use cases.
4. Configure ChatGPT settings, personalization, and memory features to support consistent tone, context retention, and efficient daily use.
5. Apply prompt engineering techniques, including variables, examples, and constraints, to improve output accuracy and reliability.
6. Analyze financial statements using ChatGPT to generate structured management reports and client-ready insights.
7. Evaluate AI-generated outputs for accuracy, bias, and completeness using a human-in-the-loop review process.
8. Mitigate hallucination and context-window limitations by restructuring prompts, summarizing conversations, and resetting context when required.
9. Use Canvas tools to edit, refine, and selectively rewrite AI-generated documents without disrupting surrounding content.
10. Generate dashboards and scenario analyses from financial data using Canvas-based code execution and visualization tools.
11. Conduct preliminary tax or technical research using structured prompts that surface assumptions, citations, and data limitations.
12. Implement privacy-aware AI workflows that protect client confidentiality and comply with applicable data protection standards.
13. Organize client or project work using Projects, shared chats, and uploaded files to preserve context and improve collaboration.
14. Deploy advanced ChatGPT tools, including Deep Research and Agent Mode, to automate multi-step research and operational tasks.
15. Integrate ChatGPT into advisory and strategic workflows to deliver higher-value insights while reducing manual effort and turnaround time.

Chapter 1 - Master ChatGPT

Chapter 1 Review Questions