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:

Prompt engineering is becoming an essential skill for accounting professionals seeking to maximize the value of generative AI tools. This course provides a practical introduction to designing effective prompts for applications such as ChatGPT, Claude, and Perplexity. You will learn how to improve the quality, accuracy, and relevance of AI-generated outputs to support financial analysis, research, workflow automation, and advisory services while strengthening their ability to use AI responsibly and effectively. AI adoption, helping accounting professionals move beyond theory to practical application. You will gain insights into AI implementation, risk management, innovation, and governance, while developing strategies to support responsible and effective AI use within their organizations.

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.