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CERTIFICATE: Claude, ChatGPT, Gemini & NotebookLM for CPAs

Master leading AI tools to automate complex workflows, sharpen financial analysis, and elevate your accounting practice into high-impact strategic advisory.

8curated courses
+
20CPD hours
=
1consolidated certificate
·schedule20 CPD hrs·Appropriate for all levels·Published Oct 9, 2026
Most popular package
If you bought each course individuallyUS$820
This packageUS$149
You save US$671 (82% off)

Get a certificate the moment you finish.

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Get more coursesUnlimited access to every course on the platform
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Most popular package
If you bought each course individuallyUS$820
This packageUS$149
You save US$671 (82% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
Start 7-Day Free Trial
verified_user10-day money-back·boltInstant access

Credit Information

Do you have questions about your organization's requirements? Read Requirements
The convenience pitch

What This Package Replaces

You already know what you need to do. The package collapses every step into one purchase.

Without this package

Searching, tracking, filing — 8 times.

  • closeSearch the catalog of 8 courses to find the ones that match your requirements
  • closeBuy 8 separate courses — at US$820 if you assembled it yourself
  • closeTrack progress across 8 separate enrollments and dashboards
  • closeDownload 8 different certificates and combine them yourself
→
With this package

One purchase. One certificate. Done.

  • checkOne purchase — US$149 for the whole package
  • checkOne progress tracker for all 8 courses
  • checkOne certificate — covers all 8 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkTechnology for Accountants
    15 hrs
  • checkEthics for Accountants
    3.5 hrs
  • checkFraud
    1.5 hrs
One certificate, all 20 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 8 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.

  • checkSingle PDF lists all 8 topics & 20 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×8
Without package
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CPD certificate
CERTIFICATE: Claude, ChatGPT, Gemini & NotebookLM for CPAs8 courses · 20 CPD hrs
verified
With this package
8 courses · 20 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: US$820Package: US$149You save US$671
About

Description

The CERTIFICATE: Claude, ChatGPT, Gemini & NotebookLM for CPAs delivers a comprehensive, practical curriculum designed to help accountants, auditors, tax professionals, and finance leaders operationalize the leading generative artificial intelligence platforms across everyday accounting, tax, and advisory workflows. By bridging advanced AI capabilities with core accounting principles, this certificate package demonstrates how tools such as ChatGPT, Claude, Google Gemini, and Google NotebookLM can elevate routine tasks into strategic business intelligence, defensible research, and scalable workflows while preserving professional skepticism and regulatory compliance.

Participants explore dynamic financial statement analysis, moving beyond historical metrics to evaluate earnings quality, structural risk, liquidity resilience, and capital efficiency using structured AI frameworks. The program covers defensible tax law research across both IRS and CRA frameworks, demonstrating how to design expert prompts, model tax scenarios, mitigate hallucinations, and produce audit-ready documentation.

Learners will also examine the full operational ecosystems of Google Gemini, Google NotebookLM, and Claude. This includes deploying Gemini for multimodal analysis, custom Gems, and Google Workspace integrations; leveraging NotebookLM as a closed-source research assistant for document discovery, forensic audit reviews, and multi-year filings; and mastering Claude across foundational prompt engineering, Microsoft 365 integrations, Projects, Artifacts, and advanced agentic workflows using Claude Cowork and the Sparring Partner Protocol. Additionally, the curriculum addresses vital forensic accounting workflows for detecting financial statement anomalies and red flags, alongside dedicated instruction on ethical decision-making, unconscious biases, internal controls, and AI governance in modern practice.

Key topics covered across the certificate program include:

  • AI-enabled financial intelligence frameworks, earnings quality diagnostics, and liquidity stress testing
  • Defensible tax research across IRS and CRA frameworks using layered AI verification methods
  • Google Gemini multimodal capabilities, Deep Research, Deep Think reasoning, Canvas dashboards, and Google Workspace integrations
  • NotebookLM closed-garden document analysis, multi-year financial review, and journal entry forensic auditing
  • Claude fundamentals, prompt engineering, Projects, Artifacts, Connectors, and Microsoft 365 workflows
  • Claude Cowork advanced workflow architecture, variance analysis, invoice extraction, and the Sparring Partner Protocol
  • AI-assisted financial statement fraud detection, disclosure inconsistency reviews, and anomaly identification
  • Professional ethical principles, psychological traps, professional skepticism, and AI governance standards

Instructors

Garrett Wasny
workspace_premium
Garrett WasnyMA, CMC, CITP/FITP
149 courses·724 reviews
Alessio Faccia
workspace_premium
Alessio FacciaAssistant Professor in Finance | University of Birmingham Dubai
34 courses·14 reviews
Maureen Gillis, FCPA FCA
Maureen Gillis, FCPA FCAFCPA, FCA
12 courses·5 reviews
verified_user

10-day money-back, even if you've started.

If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid for the duration of your active package.

FAQ

Questions Students Usually Ask

This package is a bundle of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Courses Included section on this page, and click on any title to see detailed course information. In addition, you'll receive unlimited access to our entire course library, so you're not limited to just the courses included in the package.

Stop Searching. Get this Package.

20 CPD hours, one certificate, 10-day money-back.

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