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Courses/Accounting & Tax/Technology for Accountants

Essential ChatGPT - The Complete Guide for 2026

ChatGPT is reshaping how work gets done. In this course you’ll learn the core skills that matter… from prompt templates and prompt libraries to projects, tools, dashboards, and more.

Created byMark Wickersham
4.9
(246 reviews)
BeginnerUpdated Dec 16, 2025
Essential ChatGPT - The Complete Guide for 2026

What You'll Learn

check_circleMaster the ChatGPT interface and key settings.
check_circleCraft effective prompts using expert techniques.
check_circleUtilize advanced tools like Canvas and Agent Mode.
check_circlePerform financial analysis and business advisory.
check_circleBuild custom GPTs and manage complex Projects.
check_circleNavigate privacy settings and data security.

About This Course

Welcome to Essential ChatGPT - The Complete Guide for 2026, a comprehensive training program designed specifically for professionals and business owners ready to harness the transformative power of Artificial Intelligence. In a rapidly evolving landscape where AI is reshaping how we work, staying relevant is no longer optional—it is essential. This course takes you from the foundational basics of setting up your account to mastering advanced features that will save you hours of work every single day, allowing you to focus on high-value client advisory services.

Throughout this course, you will navigate the ChatGPT ecosystem with confidence. We begin by exploring the interface, understanding the differences between the various plans—including why the Business Plan is critical for data privacy—and mastering the settings to customize the AI to your specific needs. You will learn to navigate the latest models, including GPT-5.1 and the thinking models, ensuring you know exactly which tool to use for tasks ranging from quick content creation to deep analytical thinking.

A core focus of this training is the art of Prompt Engineering. You will discover that the quality of your output depends entirely on the quality of your input. We will delve into how to craft effective prompts using context, variables, and specific instructions to minimize hallucinations and ensure accuracy. You will also learn how to build your own Prompt Library and create Prompt Templates—mini-systems that allow you to delegate complex tasks and achieve consistent, high-quality results instantly.

Beyond the basics, we will dive deep into the advanced features that set power users apart. You will learn how to use Canvas for drafting reports and coding, Projects to maintain context across specific client work, and Custom GPTs to automate repetitive tasks like email responses. We will also cover cutting-edge tools such as Deep Research for comprehensive data gathering and Agent Mode for executing multi-step actions. Crucially, we address the limitations of AI, including knowledge cutoffs and privacy concerns, providing you with the strategies to use these tools ethically and securely.

By the end of this course, you will be able to:

  • Configure ChatGPT settings for maximum efficiency and security, including understanding the critical importance of data privacy laws.
  • Master Prompt Engineering to create reusable templates for financial analysis, tax research, and client reports.
  • Utilize advanced tools like Canvas, Projects, and Deep Research to streamline your workflow and enhance productivity.
  • Implement practical use cases for accounting, such as analyzing financial statements, creating business plans, and generating marketing content.
  • Transition from compliance-heavy workloads to high-value business advisory services using AI-driven insights.

Whether you are a sole practitioner or running a large firm, this course provides the roadmap to future-proofing your career. Join us to unlock the full potential of ChatGPT and position yourself at the leading edge of the accounting profession.

Your Instructor

Mark Wickersham
Mark Wickersham

FCA, Public Speaker and Author of the #1 best-selling book “Effective Pricing for Accountants”... known as the most sought-after profit improvement expert in the accounting community.

menu_book6 courses
star3,144 reviews

Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. Mark is also a widely published author on practice issues. In May 2011 his first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His other books include, “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business”, both of which have been widely acclaimed. Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to get access to free resources Mark has created for accountants in practice.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.9
Student's Choice
246 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.