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Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals (BAC2)

  • Format Self-Study Webcasts
  • Credits 2.00
  • Level Basic
  • Field of Study Information Technology (2)

Overview

This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts, simulating agent autonomy using flipped interaction patterns, and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical, scenario-based exercises using tools they already have.



Major Topics:

  • Agentic simulation using prompt design and structured interaction
  • Flipped agent/user roles in ChatGPT (autonomy emulation)
  • Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent
  • Risk scenarios: hallucinations, scope creep, prompt hacking
  • Governance, professional skepticism, and documentation best practices

Learning Objectives:

  • Understand the building blocks of agentic behavior using basic ChatGPT
  • Create and simulate task-specific agents using prompt engineering techniques
  • Practice flipped interaction patterns that showcase autonomous agent workflows
  • Evaluate agent responses for bias, limitations, and control weaknesses
  • Apply ethical and professional guidelines to simulated agent deployments

Who should take this course:

CPAs, CFOs, controllers, finance managers, tax professionals, advisors, and financial professionals seeking hands-on experience with AI tools and workflows

None

Access to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”

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QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
CPE Webinars
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