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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.
CPAs, CFOs, controllers, finance managers, tax professionals, advisors, and financial professionals seeking hands-on experience with AI tools and workflows Prerequisite
None Advance Preparation
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.” IRS Approved
No CFP Approved
No
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