2026: Generative AI for accountants: Learn It. Use It. Apply It

2026: Generative AI for accountants: Learn It. Use It. Apply It

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Schedule Description: Unlock the power of AI to transform how you analyse, communicate and deliver insight.
Sessions: 0
Session Hours: 0.00
CPD hours: 6hrs

Description

Discover how to use generative AI confidently and responsibly. Learn to craft effective prompts, automate real accounting tasks, and evaluate AI outputs with professional scepticism - equipping you to save time, improve insight and lead in an AI-driven world.

Please choose from the dates below to view more details.

Generative AI for accountants: Learn It. Use It. Apply It.
Unlock the power of AI to transform how you analyse, communicate and deliver insight.

*New for 2026*

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WHY TAKE THIS COURSE?
Generative AI is reshaping finance and accounting faster than any other technology in a generation. From automating reports to transforming analysis and communication, those who learn to use AI effectively will gain a powerful professional edge. This practical, hands-on course demystifies generative AI, helping you understand what it can (and can’t) do, how to use it responsibly, and how to apply it immediately in your daily work.

When you sign up, you will receive free access to relevant e-learning units from our GenAI Accelerator programme, which you can complete at your own pace. We recommend completing these ahead of the live virtual classrooms, which are designed to deepen your learning and support practical application. You will be able to access the e-learning units for 12 months from registering for the course.

WHAT YOU’LL LEARN
By the end of this course, you will be able to:

• Understand what generative AI is and how it’s transforming accounting workflows.
• Build effective prompts using ICAEW’s T.P.C.E.F. model (Task, Persona, Context, Examples, Format).
• Apply the 8 Functions of Generative AI - Chat, Search, Analyse, Think/Reason, Code, Remember, Create, Translate - to automate real finance tasks.
• Evaluate AI outputs for accuracy, completeness, bias, and compliance with ethical standards.
• Use AI to enhance data analysis, benchmarking, and scenario planning.
• Identify opportunities and guardrails for responsible AI adoption in your organisation.

WHO IS THIS COURSE FOR?
Finance and accounting professionals at all levels who want to understand and practically apply generative AI to their day-to-day work. Ideal for those keen to enhance productivity, insight, and strategic value while maintaining professional ethics and judgement.

WHY CHOOSE ICAEW?
• Trusted heritage: For over 145 years, ICAEW has trained and supported the world’s leading finance professionals, setting the global benchmark for quality.
• Expert-led learning: Our courses are designed and delivered by subject matter experts, combining professional insight with real-world experience.
• Connected and relevant: With close links to government, regulators, and industry, our training reflects the latest challenges and opportunities in business and finance.
• Practical and interactive: Live, small-group learning with peer exchange ensures every programme delivers immediate workplace impact – and counts as verifiable CPD.

CPD HOURS
ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this course could contribute up to 8hrs of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the course booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Course Enquiries
Contact: Events information team

More from ICAEW Academy

ICAEW's terms and conditions for events

Legal Disclaimer
The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

 

This 6-hour course is delivered over two 3-hour live virtual classroom sessions. This highly interactive course blends expert insight, peer learning, and practical tools for immediate workplace application.

Access to online learning:
All attendees will receive access to the relevant ICAEW e-learning modules upon enrolment, allowing you to familiarise yourself with key concepts and frameworks before the live sessions.

Session 1: Understanding and Using AI Effectively
• What generative AI is — how it works, strengths, limitations, and relevance to accounting.
• The AI toolbox: overview of key platforms, models, and capabilities.
• The 8 Functions of Generative AI — practical examples from real accounting workflows.
• Hands-on demonstration: turning a finance task into an AI-assisted workflow.
• Introduction to ICAEW’s T.P.C.E.F. prompt framework (Task, Persona, Context, Examples, Format).
• Guided practice: writing effective prompts for accounting and financial analysis.
• Debrief: reviewing outputs and identifying where AI adds value vs. where human judgement remains critical.

Session 2: Applying and Evaluating AI in Practice
• Applying AI to accounting use cases - reporting, analysis, audit preparation and scenario planning.
• Techniques for improving AI output: iteration, role-based prompts, and structured reasoning.
• Framework for evaluating results - Relevance, Accuracy, Clarity, Completion, Bias, Confidentiality, Compliance.
• Ethics and professional standards in AI use - ensuring responsible adoption.
• Case studies: building efficient workflows with human oversight and governance.
• Group discussion: opportunities and risks of AI in your organisation.
• Personal AI action plan - identifying where and how to start using AI productively and safely.

Draws on online module: Gen AI Accelerator: Fundamentals of GenAI

 

Peter Beard

Peter Beard, ACA BFP, holds a Master's in Accounting and Taxation (L7 Apprenticeship). He has over eight years of experience in finance and accounting. At Ernst & Young (EY), he managed a range of audits (including FTSE and EURO Stoxx 50-listed), contributing to EY's AI research and leading technology transformation projects. Peter was awarded twice by EY UK, for his "Significant contributions to innovation initiatives" and "Exceptional technical proficiency and quality commitment".
Rate Cost - Virtual Early Bird Pricing Cost - In-person
ICAEW Member £425 + VAT £361.25 + VAT £625 + VAT
Non-member £625 + VAT £531.25 + VAT £825 + VAT

Early Bird Pricing for Virtual Classroom
15% discount automatically applied on bookings made up until 6 weeks before the virtual classroom course date. There is no early bird discount for the in-person classroom.

 



How are the courses delivered?

All Virtual Classrooms are run by live on Zoom. These are interactive and not recorded, interaction and delegate involvement is encouraged. In-person courses are held at Chartered Accountants' Hall, Moorgate, London.

When will I receive joining instructions?

You will receive a email with joining instructions after enrolling. Materials and any other resources for the course will be sent to you shortly before the course start date.

Are there breaks?

Yes, no fixed timings - will depend on the length of the course.

How do I access the course slide deck?

Depending on the course you will either be sent in the lead up to the course or after.

What if I miss the live date?

The Virtual Classrooms are not recorded so we recommend you attend all sessions.

What if I am going to be 15 minutes late?

This is not a problem, the classroom starts at the start time, but you will be let in if you are delayed for any reason. Trainers do their best to accommodate catch-up, but this is not guaranteed. Where possible please let us know of any delays so we are aware when doing role call the beginning of the session.

Can I have my colleague with me in the live course?

Yes, if you purchase a second place. Each booking is valid for one person only.

Can I record the training?

No, virtual classrooms are not recorded.

Do the courses on this programme count as verifiable CPD?

Yes, these courses contribute verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Additional information about CPD can be found here: Your guide to CPD.

How many people will be on the course?

Virtual Classrooms are designed to resemble a real classroom. Therefore, group sizes vary between 6 – 22 delegates per course.

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Hear from past attendees

"Very informative, and will definitely be useful going forward."
Generative AI for accountants: Learn It. Use It. Apply It, April 2026 attendee

"The course was a well-crafted opener for those of us for whom "Generative AI" is a hazy notion. As well as the possibilities, it prompted challenges about how this rapidly developing field needs to be applied in practical terms."
Generative AI for accountants: Learn It. Use It. Apply It, 2025 attendee
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