AI skills for the modern accountant
AI Skills for the Modern Accountant: From First Prompt to Boardroom Strategy AI is already inside the numbers you sign. This programme makes sure you use it well, and can prove it.
10 CPD units July 15, 2026 1 presenter
What will set you apart
By completing this course you will gain the following competencies
- Explain in plain English what AI can and cannot do, and where the professional keeps the liability.
- Prompt AI reliably using the CIBA C-R-I-S-P method.
- Check AI output against the CIBA SARS-Defensibility Standard before it goes out.
- Use AI across financial statements, VAT and tax, management accounts, reviews and client work.
- Validate AI-assisted financial statements with the CIBA TRACE Standard.
- Draft your firm's AI policy and keep client data compliant under POPIA.
- Lead AI adoption with the CIBA LEAD Standard, ending in a board-ready AI Leadership Plan.
- Work with AI professionally and ethically, with every claim verified.
Event breakdown
- Level 1 - AI Foundations for Accountants
- #
- Lesson
- 1.1
- What AI Actually Is and What It Is Not
- 1.2
- AI Tools You Can Use This Week
- 1.3
- AI and SARS: Risks, Flags and Opportunities
- 1.4
- Ethics, Liability and AI
- Level 2 - AI in Accounting Practice
- #
- Lesson
- 2.1
- AI and the Annual Financial Statements
- 2.2
- AI, VAT and the Tax Returns
- 2.3
- AI and the Management Accounts
- 2.4
- AI and Client Communication
- 2.5
- AI in Marketing and Business Development
- 2.6
- AI and the Independent Review
- 2.7
- Your Firm's AI Policy
- 2.8
- Your Complete AI Practice Toolkit
- Level 3 - AI Strategy and Leadership for Finance
- #
- Lesson
- 3.1
- AI Strategy for Finance Functions
- 3.2
- AI Governance and Risk in Finance
- 3.3
- Evaluating and Procuring AI Tools
- 3.4
- AI and the Finance Team of the Future
- 3.5
- AI in Board and Audit Committee Reporting
- 3.6
- Capstone: Leading the AI Transition
- Eighteen lessons across three levels, each ending in an interactive knowledge check. Durations and CPD units are estimates; confirm against the final accreditation.
Category: Technology & InnovationType: Short CourseCPD category: Other
Description
Most accountants are not short of AI tools; they are short of a safe, structured way to use them. This programme fixes that. It teaches AI the way it is actually used in South African practice: what to trust, what to check, and who carries the responsibility when the tool is wrong.
You are taken from first principles to finance leadership across three levels. Level 1 builds the foundations every practitioner needs. Level 2 applies AI to real workflows, from financial statements to VAT, management accounts and reviews. Level 3 equips financial managers and CFOs to set AI strategy, govern it, and report it to the board. Every lesson is grounded in SARS, POPIA, the Companies Act, IFRS for SMEs and the CIBA Code.
By the end you will not simply use AI. You will direct it, check it against CIBA's own standards, and be able to show a client, a partner or SARS exactly how you reached an answer. Every lesson ends with an interactive knowledge check.
Who this course is for
- Bookkeepers and accounting technicians who want to use AI safely.
- Practitioners in public practice serving SME and tax clients.
- Accountants in commerce preparing statements, management accounts and reviews.
- Financial managers and CFOs setting the organisation's AI position.
- Anyone in a South African finance role, employed or independent, whatever their professional body.
Presenters
Nicolaas van Wyk
You will earn a certificate
On successful completion you will receive a certificate for 10 CPD units in Other.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser