AI Prompt Engineering Master Class for Accountants
Note: The Live Virtual course is presented in collaboration with CPA Western Provinces. The content is applicable to all participants. If you have questions regarding this course, please contact pdregistration@cpaalberta.ca.
Overview:
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. You 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.
Course Content:
In this course you will gain knowledge about the following topics:
- Fundamentals of AI prompt engineering in accounting
- Dynamic roles: shifting between creative director, troubleshooter, and domain expert
- Granular task decomposition for precision and efficiency
- Voice engagement and multimodal AI collaboration
- Advanced prompt modifiers: tone, length, audience, and style
- Tools for minimizing hallucinations and blind spots
- Contrarian prompts, self-critique, and insight ranking techniques
Learning Objectives:
Upon completing this course, you should be able to:
- Define AI prompt engineering and its relevance to accounting tasks
- Apply role-based prompting to enhance AI collaboration
- Deconstruct complex accounting problems into structured prompts
- Customize AI responses using tone, length, and audience parameters
- Evaluate AI outputs for logic, accuracy, and ethical integrity
- Formulate prompts that surface contrarian insights and minimize bias
- Create advanced prompts to support audit, tax, and advisory functions
Who Will Benefit:
This course is ideal for CPAs, auditors, controllers, and financial analysts seeking to elevate their work with generative AI and become future-ready professionals.