— From ChatGPT basics to AI agents
AI training for accountants & CPAs, built for real work.
Learn the tools. Apply them to tax, audit and finance. Earn CPE.
Explore 20 live AI CPE courses that teach accountants and CPAs to use ChatGPT, Claude, Microsoft Copilot, Excel Agent Mode and Perplexity in tax, audit and finance work. Each course is eligible for 2 NASBA-approved CPE credits.
Save up to $1,485 with bundles
Beginner to advanced courses
Earn a certificate + badge with any 15 courses
— Ways to learn
Choose your AI CPE path
Take one AI course for accountants, save with a bundle of 5 or 10 courses, or earn the AI Professional Certificate for CPAs. All courses are live, instructor-led webinars, each eligible for 2 NASBA-approved CPE credits.
Individual courses
Pick single courses
Each course is a 2-credit live webinar on one AI tool or workflow.
Course bundles
Save on 5 or 10 courses
Choose any courses you like, advanced included, and pay $100 each instead of $199.
Choose a bundle size:
$1,000 for 10 courses · Save $990
Certificate program
AI Professional Certificate for CPAs
Complete any 15 of our 20 AI courses (30 CPE credits) within one year to earn the certificate and a shareable digital badge from Certifier.
With a bundle or the certificate program, you’ll choose your courses and dates after adding it to your cart.
— Most popular
Popular AI courses for accountants and CPAs
Each AI CPE course is a live, 2-credit webinar with many session dates to choose from. Start with the tools accountants use most.
Popular AI courses
— Use cases
How AI is used in accounting and finance work
Accountants can use AI to support tax research, financial analysis, audit documentation, forecasting and Excel automation. Our courses show you how through hands-on exercises, including how to verify AI output and follow your organization’s data policies.
Tax planning and research
Summarize guidance, compare planning scenarios and draft client memos in a fraction of the time.
Financial analysis and due diligence
Analyze financial statements, spot trends and build clear summaries for clients and leadership.
Audit and accounting workflows
Use Copilot and Excel to document procedures, review data and speed up testing.
Forecasting and budgeting
Build forecasts and what-if scenarios faster, and explain the drivers behind the numbers.
Excel and workflow automation
Automate repetitive spreadsheet, reconciliation and reporting tasks.
AI governance and ethics
Protect client data, check AI output for accuracy and meet your professional responsibilities.
— Why CPE Inc.
Why accountants choose CPE Inc. for AI training
CPE Inc. has trained CPAs and finance professionals for more than 40 years. Our AI courses skip the theory: every session is live, hands-on and built around the tax, audit and finance work you already do.
40+
Years training CPAs
20
Live AI courses
40
AI CPE credits available
5
Advanced courses
Hands-on exercises in real AI tools
Built around tax, audit and finance
NASBA-approved CPE credit
Many live session dates to choose from
Taught by industry experts
Earn a certificate + badge with any 15 courses
AI tools for accountants you'll learn
Our courses cover the AI tools accountants and CPAs use most, and when to use each one.
ChatGPT
Draft client emails and memos, summarize documents and brainstorm first drafts of research.
Claude
Read and analyze long documents such as contracts, filings and financial statements.
Microsoft Copilot
Use AI inside Outlook, Word, Excel and Teams for audit and accounting workflows.
Excel Agent Mode
Build, clean and analyze spreadsheets using plain-English prompts.
Perplexity
Research tax and accounting questions with answers that cite their sources.
Workflow automation
Connect your apps to automate repetitive accounting and reporting tasks.
— FAQ
AI training for accountants: FAQs
Still deciding? Call us at 1-800-544-1114, Monday through Friday.
Will AI replace accountants?
No. AI can help accountants with routine tasks such as summarizing documents and drafting reports, but it’s unlikely to take over accounting. Accountants still use professional judgment to verify the results, interpret what they mean and advise clients.
How do you use AI in accounting?
Start with one tool and one task you do every week, such as summarizing documents or drafting client emails. Learn how to write clear prompts, check every output and keep client data secure. Comparing Today’s Top AI Tools for Accountants is a good first course.
Which AI tool is best for accountants?
It depends on the task. ChatGPT and Claude are strong for drafting and summarizing, Microsoft Copilot works inside Outlook, Word and Excel, Excel Agent Mode builds and analyzes spreadsheets, and Perplexity is useful for research with cited sources. Many accountants use two or three together.
Is ChatGPT good for accounting?
Yes, for drafting, summarizing and brainstorming, as long as a professional reviews the output. ChatGPT can make mistakes with numbers and tax rules, so verify the results before relying on them. Use only tools your organization has approved for the information you’re handling, and follow its confidentiality and data security policies. ChatGPT for Accounting & Finance covers safe, practical use.
Can CPAs earn CPE credit for AI courses?
Yes. Each of our 20 live AI courses is eligible for 2 NASBA-approved CPE credits. You can earn up to 40 CPE credits by completing all 20 courses. Check with your state board of accountancy to confirm how the credits apply to your requirements.
What is the AI Professional Certificate for CPAs?
It’s a CPE Inc. certificate for completing any 15 of our 20 AI courses (30 CPE credits) within one year of purchasing your first AI course. It comes with a shareable digital badge from Certifier and shows employers and clients you can apply AI across tax, audit, financial analysis and governance. The 15-course bundle covers all 15 for $1,500, or you can combine smaller bundles and individual courses.
Should I take single courses, a bundle or the certificate?
Single courses suit one specific skill. Bundles of 5, 10 or 15 courses cut the price to $100 per course. Complete any 15 courses within one year, advanced ones included, to earn the certificate.
Do I need technical or coding experience?
No coding experience is needed. Prerequisites vary by course and are listed on each course page. Most courses have none, and some ask for a working knowledge of Excel.
— Get started
Ready to put AI to work in your practice?
Start with one course, or choose any 15 and earn the AI Professional Certificate for CPAs.
The Center for Professional Education INC. (CPE Inc.) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.