AI for Corporate Accountants Certificate
In this self-paced, on-demand program, you’ll build a practical foundation in AI through four courses that move from core concepts to hands-on work in Excel and Copilot. Practice with realistic accounting scenarios, apply your skills in a capstone activity, and finish with a certificate, digital badge, and 5.0 NASBA-approved CPE credits.
What You Can Expect
Build Core AI Literacy
Learn the concepts, terminology, and the levels of AI autonomy every accounting professional needs to know and when AI is appropriate to use.
Practice Real Scenarios
Construct prompts, refine responses, and apply verification and guardrail methods as you work with AI assistants on practical tasks.
Go Hands-On in Excel and Copilot
Apply built-in Excel AI features and Microsoft Copilot to real accounting tasks, including identifying where to use Flash Fill, Power Query, and Copilot’s chat and edit features.
Show Off Your Skills
Finish the program with repeatable skills you can immediately apply to your daily tasks and earn a certificate and digital badge you can add to your professional profile.
Foundations of AI for Accountants Courses
This certificate includes four courses built around accounting-specific examples and synthetic data to provide hands-on practice, knowledge checks, and reusable job aids throughout.
AI Foundations for Accountants Today
1.0 Credits
This course builds the essential vocabulary and judgment accountants need to understand today's AI landscape and use AI responsibly in accounting work, including how to identify appropriate AI tasks and apply responsible-use and data-governance practices.
Learning objectives: Build a practical understanding of foundational AI concepts, levels of autonomy, and how AI applies across accounting, tax, and audit work. Learn how to determine when AI is appropriate, review and validate AI-assisted output, and apply responsible-use, data-governance, and documentation practices when working with accounting data.
Working Effectively with AI Assistants
1.5 Credits
You’ll move from AI awareness to practical use, teaching you how to construct effective prompts, refine AI output, verify results for errors and hallucinations, and draft professional accounting communications with AI.
Learning objectives: Learn how to prompt AI effectively, refine outputs through iteration, and verify responses for accuracy, errors, and hallucinations. You’ll also practice using AI to extract insights from accounting documents, create reusable workflows, and draft professional accounting communications with confidence.
AI in Excel: Built-In Intelligence
1.5 Credits
This course shows you how to use AI-enabled Excel features, including Flash Fill, Analyze Data, and Power Query, to prepare data, explore results, and validate insights without leaving the spreadsheet.
Learning objectives: Learn how to use Excel’s built-in AI features to clean accounting data, uncover insights, validate results, and understand when Copilot may be a better fit. You’ll also practice applying forecasting insights and using Power Query to create clean, repeatable, auditable datasets AI tools can reliably analyze.
Accelerating Accounting Work with Copilot and Agents
1.0 Credits
The final course introduces Microsoft Copilot and emerging agentic capabilities through accounting workflows, with a focus on accelerating work while keeping review and control in your hands.
Learning objectives: Learn how to use Copilot in Excel to turn plain-English requests into accounting analysis, explain formulas, and support more advanced workflows. You’ll also practice using Copilot’s chat, edit, and agentic capabilities while validating results and confirming outputs are auditable before relying on them.