How To Build a Custom AI Chatbot and GPT in Plain English (On-Demand - Wasny)
Overview
This brand-new 2026 course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how professionals can design and deploy custom AI chatbots using modern large language models and conversational AI platforms. Participants will learn how to transform static documents into interactive “thinking environments,” enabling users to question policies, analyze financial data, simulate expert reasoning, and accelerate decision-making. The course explains how modern chatbots have evolved beyond simple scripted responders into context-aware AI assistants capable of analyzing uploaded documents, maintaining conversational context, and supporting professional workflows.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Explain how modern AI chatbots function and how they differ from traditional scripted bots
- Analyze how document-grounded AI systems improve accuracy and reduce hallucinations
- Design persona-based prompts to simulate specialized professional expertise
- Construct contextual AI knowledge hubs for ongoing projects and research
- Evaluate the strengths of different AI platforms for professional workflows
- Apply AI tools to accelerate research, document analysis, and strategic thinking
- Assess governance considerations and implement verification protocols when using AI
Content
- Introduction to modern AI chatbots and conversational AI
- Document-grounded chat and Retrieval-Augmented Generation (RAG)
- Persona-grounded AI assistants and expert role prompting
- Building contextual knowledge hubs and persistent AI workspaces
- Comparing leading AI platforms (ChatGPT, Claude, Gemini, Perplexity)
- Document-grounded voice chat and conversational voice agents
- Governance, verification, and responsible AI use in professional work
Course Content Created: May 2025
Course Content Updated: March 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Garrett Wasny, MA, CMC, CITP/FIBPAbout This Product
On-Demand Courses by Garrett Wasny. Garrett Wasny, MA, CMC, CITP/FIBP is an independent digital skills advisor to accountants worldwide. His courses focus on the intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. The sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. The presentations reveal how practitioners can build on their core knowledge as financial stewards and develop new digital competencies as strategic advisors, cross-domain thinkers, and integrated reporters. You’ll walk away from his courses future-ready, tech-powered, and technically prepared to take on a storm of business disruption.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
What you can expect
An optional exercise will be available to further your learning.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
How To Build a Custom AI Chatbot and GPT in Plain English (On-Demand - Wasny)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This brand-new 2026 course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how professionals can design and deploy custom AI chatbots using modern large language models and conversational AI platforms. Participants will learn how to transform static documents into interactive “thinking environments,” enabling users to question policies, analyze financial data, simulate expert reasoning, and accelerate decision-making. The course explains how modern chatbots have evolved beyond simple scripted responders into context-aware AI assistants capable of analyzing uploaded documents, maintaining conversational context, and supporting professional workflows.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Explain how modern AI chatbots function and how they differ from traditional scripted bots
- Analyze how document-grounded AI systems improve accuracy and reduce hallucinations
- Design persona-based prompts to simulate specialized professional expertise
- Construct contextual AI knowledge hubs for ongoing projects and research
- Evaluate the strengths of different AI platforms for professional workflows
- Apply AI tools to accelerate research, document analysis, and strategic thinking
- Assess governance considerations and implement verification protocols when using AI
Content
- Introduction to modern AI chatbots and conversational AI
- Document-grounded chat and Retrieval-Augmented Generation (RAG)
- Persona-grounded AI assistants and expert role prompting
- Building contextual knowledge hubs and persistent AI workspaces
- Comparing leading AI platforms (ChatGPT, Claude, Gemini, Perplexity)
- Document-grounded voice chat and conversational voice agents
- Governance, verification, and responsible AI use in professional work
Course Content Created: May 2025
Course Content Updated: March 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Garrett Wasny, MA, CMC, CITP/FIBPAbout This Product
On-Demand Courses by Garrett Wasny. Garrett Wasny, MA, CMC, CITP/FIBP is an independent digital skills advisor to accountants worldwide. His courses focus on the intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. The sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. The presentations reveal how practitioners can build on their core knowledge as financial stewards and develop new digital competencies as strategic advisors, cross-domain thinkers, and integrated reporters. You’ll walk away from his courses future-ready, tech-powered, and technically prepared to take on a storm of business disruption.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
What you can expect
An optional exercise will be available to further your learning.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.