Course philosophy
From "I've heard of AI" to "I build with AI"
Every module is designed to produce something you can point to — a tool you built, a workflow you own, a skill a hiring manager will actually notice.
The CA who gets hired in 2026 isn't the one who read about AI. It's the one who used it, built with it, and can show the receipts.
What you'll walk away with
AI fluency
Understand how AI tools actually work — and when to trust or question them.
Custom tools
Build no-code AI tools using Claude — calculators, trackers, client templates.
Research power
Use Perplexity for deep, cited research in minutes instead of hours.
Personal AI agent
Set up an AI that knows your work and handles routine tasks automatically.
Resume signal
A verified certificate demonstrating real AI capability — not just awareness.
At a glance
| # | Module | Core skill | Duration |
|---|---|---|---|
| 1 | The AI Landscape | Understanding which tool to use and when | 1 hr |
| 2 | The Art of Prompting | Writing prompts that actually work | 1.5 hr |
| 3 | Research at 10× Speed | Perplexity for deep, cited CA research | 1 hr |
| 4 | AI for CA Work | Tax, audit, accounting — real applied prompts | 1.5 hr |
| 5 | Build Your First AI Tool | No-code tool building with Claude Artifacts | 2 hr |
| 6 | Automate Your Workflow | Connecting AI tools to do work automatically | 1 hr |
| 7 | AI + Excel & Documents | Copilot, AI formulas, document intelligence | 1 hr |
| 8 | AI Ethics & Career Edge | Professional responsibility + standing out | 1 hr |
Detailed curriculum
The 8 Modules
Each module follows: Concept → Live Demo → Hands-On Build → Real CA Scenario
The AI Landscape — What's Real, What Matters
Cut through the noise. Understand the actual tools, their strengths, and how they're already reshaping CA firms globally.
- How generative AI actually works (no jargon)
- ChatGPT vs Claude vs Gemini — what each is actually best for
- Perplexity, NotebookLM, Gamma — the tools most people haven't heard of yet
- How Big 4 firms are already deploying AI today
- The "AI-native CA" vs the CA who's left behind
- What free vs paid tiers give you — making smart tool choices
The Art of Prompting — Your Most Valuable Skill
The difference between a useless AI response and a 10× output is entirely in how you ask. This is the skill that compounds forever.
- Why identical questions get wildly different results
- The R-C-T-F framework: Role, Context, Task, Format
- Before vs after: watching the output quality jump in real time
- Chain-of-thought prompting — making AI reason, not just respond
- Iterative refinement: treating AI as a collaborator, not a vending machine
- Building your personal prompt library (reusable, shareable)
- CA-specific prompt templates: tax queries, audit observations, client memos
Research at 10× Speed with Perplexity
A CA who can research faster and more accurately than a team of juniors has an enormous advantage. Perplexity is that unfair advantage.
- Why Perplexity is different from ChatGPT for research
- Finding the latest SEBI, MCA, ICAI circulars and amendments instantly
- Researching case laws, ITAT judgements, and tribunal orders
- Competitive intelligence: understanding a client's industry in 10 minutes
- Setting up "Spaces" — a persistent research hub for recurring topics
- Combining Perplexity + Claude for research → analysis → output
AI for Real CA Work — Tax, Audit, Accounts
Where theory meets practice. Real applied prompts across the core CA domains — the ones that will show up in your interviews and on the job.
- Taxation: Income computation, old vs new regime comparison, amendment summaries
- GST: ITC eligibility analysis, place-of-supply determination, reconciliation checks
- Audit: Drafting CARO observations, SA-referencing, risk scenario analysis
- Financial Reporting: Ind AS plain-language explanations with journal entries
- Client Communication: Drafting advisory emails, engagement letters, tax memos
- The verification mindset — why you never submit AI output without checking it
Build Your First AI Tool — No Coding Required
The headline module. You'll build a working, shareable AI-powered tool using Claude — with zero code. This is what goes on your resume.
- What Claude Artifacts are — and why this is the most exciting thing in AI right now
- Build #1: An income tax computation tool (inputs → instant computation)
- Build #2: A GST ITC eligibility checker
- Build #3: A client onboarding form generator
- How to share your tool — with a link, with a client, on LinkedIn
- Iterating and improving: how to describe what's wrong and get it fixed
- What to do when it breaks — debugging in plain English
Automate Your Workflow — Make AI Do the Repeating
Stop doing the same work twice. This module shows how to connect AI tools so your recurring tasks run themselves.
- What automation actually means for a CA (no coding, no server setup)
- NotebookLM as your personal knowledge base — upload once, query forever
- Setting up Zapier/Make for simple "if this, then that" AI workflows
- Automating meeting notes, follow-up emails, and document summaries
- Building a weekly regulatory update feed using AI
- Your "AI stack" — the 3 tools that should run every single day
AI + Excel & Documents — The Office Stack
Excel is the CA's most-used tool. Combine it with AI and you become the person the whole team asks for help.
- Generating Excel formulas with Claude — VLOOKUP, INDEX-MATCH, nested IFs
- Data cleaning and transformation using AI prompts
- Microsoft Copilot in Excel — what it can and can't do
- AI-powered presentation creation with Gamma — from notes to slides in 2 minutes
- PDF and contract review with Claude — extract key clauses fast
- Building a depreciation schedule / interest calculator using AI + Excel
AI Ethics, Data Privacy & Your Career Edge
The responsible use of AI is as important as the skilled use of it. Plus: exactly how to present this on your resume and in interviews.
- Hallucinations, outdated data, and the verification mindset
- Confidentiality rules — what you must never paste into public AI tools
- ICAI's stance on AI use in professional practice
- Data privacy: ChatGPT vs Claude vs enterprise versions — what's stored?
- Academic integrity vs using AI to learn and produce better work
- How to list this certificate on your resume (exact language provided)
- Interview questions about AI — how to answer them confidently
Design principles
What makes this curriculum different
- 01Employability first. Every module ends with something you can demonstrate — a tool you built, a workflow you own, a prompt library you can share. Not just knowledge.
- 02CA-specific from day one. No generic "use AI for productivity" content. Every example, prompt, and build is grounded in real CA scenarios: GST, ITAR, Ind AS, audit observations.
- 03Show, don't tell. Every concept is shown live — before-and-after demos that make the value visceral, not theoretical.
- 04Tools that exist today. No hypothetical AI future. Everything taught is available right now, most of it free, and can be used the same day.
- 05Responsibility is baked in. Ethics and verification are threaded through every module, not saved for one lecture at the end. The CA who uses AI carelessly is a risk. This course prevents that.