Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
In this certificate, members will learn how to develop prompt engineering skills to get optimal output from AI models. Prompt engineering is a critical skill for accountants who want to make the best use of emerging GenAI tools like Claude and ChatGPT. Knowing how to create effective prompts for such tools will boost productivity, accuracy and speed.
Early Bird Sale: Save $100 on this certificate by registering before December 16, 2025. Promotion cannot be combined with other offers or Passport. Access the Early Bird Sale by logging into your account.
Don’t be put off by the term ‘engineering’. It has little to do with actual engineering, but rather more to do with communication and providing the most accurate detailed instructions for the AI tool. Effective prompts are specific, detailed and provide clear parameters. The following are the types of detailed commands worth including in your prompts: goal, tone, word count, audience and format.
It is still very early days for these AI tools, but where prompt engineering is proving valuable is in commands such as summarizing lengthy, complex reports and contracts and extracting key information. This helps to speed up the process, directing the user to a specific page and avoiding having to trawl through swathes of time-consuming text.
Topics Covered:
- Understand the AI Landscape
- Prompt Engineering Basics
- Where Prompts Go Wrong
- Accounting-Specific Prompt Engineering
- Designing Repeatable Prompt Workflows
- Workflow Integration and Automation
- Use LLMs to Learn a New Skill
- Emerging Trends in Prompt Engineering
- Responsible and Ethical Future Use
Speak to an Advisor
To speak to an advisor, please fill out this form.
Schedule
| Date/Time | Description |
|---|---|
|
March 16, 2026 9:00 a.m. – 1:00 p.m. |
Understand the AI Landscape:
Prompt Engineering Basics:
Where Prompts Go Wrong:
|
|
March 18, 2026 9:00 a.m. – 12:00 p.m. |
Accounting-Specific Prompt Engineering:
Designing Repeatable Prompt Workflows:
Workflow Integration and Automation:
|
|
March 20, 2026 9:00 a.m. – 12:00 p.m. |
Use LLMs to Learn a New Skill:
Emerging Trends in Prompt Engineering:
Responsible and Ethical Culture Use:
|
Key Takeaways
Upon completion of this certificate, participants will be able to:
- Apply prompt engineering techniques to real-world workflows.
- Evaluate and adapt prompt strategies for emerging AI trends.
- Leverage prompt engineering basics to support continuous skill development and program innovation.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
This course is designed for accountants, financial analysts, and other finance professionals looking to leverage AI technology for enhanced financial decision-making, process optimization, and innovative problem-solving.
Need Approval to Attend?
Attendance Requirements
To earn your CPD hours and Digital Badge, you must attend 2 of 3 live sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
How to Access the Course
This CPA Ontario course is a live virtual certificate program delivered over three live sessions. We recommend you join five minutes prior to the scheduled starting time of each session.
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.