AICA Pre-Read Document: AI for Chartered Accountants (AICA)-Level 1

Participants Chartered Accountants

Location Physical at ICAI Branch Location/ICAI Center of Excellence Only.
For ICAI Branches: Outstation participants are requested to arrange their own
accommodations at their own expense. Tea & Lunch (Veg Only) will be provided at the
Accommodation

ICAI Branch venue.

For ICAI Center of Excellence Hyderabad: Accommodation with food is available
at an additional cost for double occupancy, subject to availability. After registration,
email [email protected] with your check-in/check-out and batch details. Payment of INR
1000 per day is to be made at COE at the time of checkout.
Pre- A. Basic Computer and Microsoft Office Knowledge: Concept of basic Finance, Audit
Requisites and Statistics, Problem Solving Skills.
B. Participants are required to bring their own laptops. (Minimum Configuration of
Laptop Windows 11, 8 GB RAM, i3 Processor), If using a corporate laptop, please
ensure that the firewall allows connections to other Wi-Fi networks and permits
downloading AI tools. Otherwise, you may bring a personal laptop.
C. Windows 10 or MacBook devices allowed if no alternative.
D. ICAI will arrange the Internet Connection at ICAI Venue, Participants may have
backup arrangements i.e. Wi-Fi Dongle, Mobile Hotspot.
E. Login Account on Digital learning Hub: https://learning.icai.org/iDH/icai/
Participants shall ensure that members are able to login in Digital learning Hub and
able to access AICA Course Module as Daily Assessment test and Certificate would
be available on platform. Email on [email protected] for any issue.
F. Pre-Read material will be uploaded in Digital learning Platform.
G. AI in ICAI will create the WhatsApp Group of all participants for Sharing
knowledge updates, Certificate Course Material, Use Cases etc.
Email at [email protected] for Any query or WhatsApp at 9910568125.

Course To develop a foundational understanding of AI concepts, enhance proficiency in using

Objective AI tools relevant to both practitioners and industry professionals, and build AI skills
to effectively leverage AI technologies in professional practices.
Duration: 3 Days (10 AM-6 PM).

Course Fee 5000+GST/-

CPE Hours 18 (Structured)
Teaching The Teaching methodology in the physical classroom will encompass lectures and
Methods: presentations, interactive discussions, practical exercises, and hands-on sessions.
Participants will engage in a capstone project for an immersive learning experience,
(Physical-
incorporating real-life AI applications in finance and audit practices. Additionally,
Class
group projects and case study analyses will be used to enhance participant engagement
Room) and understanding.
Final Test Structure: Module A & Module B
• Module A: Objective Paper - 30 Marks (10 Marks per Day)
• Passing Marks:15 Marks (5 per Day)
• Test Schedule: Three online assessment tests on Day 1, Day 2, and Day 3 from
4 PM to 10 PM.
• Participants must ensure they can access the course module via
https://learning.icai.org/iDH/icai/
• Log in after 4 PM each day to complete the assessment by 10 PM.
• Clear a minimum of 5 out of 10 questions per test, with two attempts allowed.
• If a participant is unable to attempt or pass any of the tests, ICAI will assign them
to a new batch and inform them accordingly. The participant will be required to
retake all three days of tests.
Module B: 5-Minute Group Presentation of Use Case Demonstration – 20 Marks
Assessment (4 Participants per Group) - Passing Marks: 10
Methods: Participants will be divided into groups of four, based on the alphabetical order of their
first names. Each group will deliver a 5-minute presentation starting at 4:00 PM on Day
3. Groups will be formed and informed in advance to allow preparation time.
The group will choose their own presentation topic.
Presentations will use the provided template (4 slides):
1. Problem Statement
2. Technology Solution
3. Implementation Plan
4. Conclusion
All members must present 1 Minutes each, as marks are awarded individually. The
presentations are scheduled from 4 PM to 6 PM on Day3, with additional slots from 9
AM-10 AM, if needed. After the presentation, Send PPTs in WhatsApp group only.

Certificate AI for Chartered Accountants (AICA)-Level1

Future ICAI plan to Introduce 2 More level of AI Certification Course AICA-Level2 &
Roadmap AICA-Level-3
 Course Modules -Day-1 (Module 1, 2 & 3)
Particular Details

8:30 AM-9:30 Breakfast / Tea

AM The respective branch will confirm the timings and schedule.

9:30AM-10AM Introduction & Networking

Module 1 Overview of AI & Basic Concepts

(Day-1) -2 Hrs Why this course for CA, Block Chain, Cloud Computing, Dx for
Accounting, Ethics, Robotic Process Automation (RPA), Internet of
(10 AM-12
things (IoT), World Wide Web.
Noon)

Tea Break-1
Module 2 Introduction to AI
(Day-1)-2 HrsOverview of Digital Transformation and AI.
Discussion on use case creation
(12 PM-2 PM)
Overview of emerging technologies.
How digital changes will impact chartered accountants.
Introduction to AI technologies impacting Finance & Audit.
Evolution of AI in professional fields (e.g., machine learning, natural
language processing).
Group Photograph & Lunch Break
Module 3 Natural Language Processing (NLP) in Finance &
(Day-1) Audit Generative AI in Finance & Audit.
Understanding NLP and its applications in Finance & Audit.
(3 PM-5 PM)
Automated document analysis and report generation.
Case study: AI-driven tax and regulatory updates.
Practical use cases and demonstrations.
Automation of Transactional processed using AI.
Tea Break-2

Objective Test-1 Module A: Objective Test Paper -1 (15 Minutes)- Module 1, 2 & 3
(Day-1) Total Marks-10 Passing Marks-5
Mode: Online on Digital learning Hub
15 Minutes https://learning.icai.org/iDH/icai/
(Time: 4 PM onwards till 10 PM from Branch Location)
Feedback The Day-1 Faculty Feedback Form will be shared in the WhatsApp group.
Submission Submission of the daily Faculty Feedback Form is mandatory at the end of
(5 Minutes) each session. Participants, please ensure that detailed and accurate
feedback is submitted to further improve AICA Course Structure.
 Course Modules –Day-2 (Module 4, 5 & 6)

9 AM-10:00 AM Breakfast/Tea
Module 4 Machine Learning Basic
(Day-2)-2 Hrs Understanding data types and Structure.
10AM-12 PM Introduction to Machine Learning Concepts.
Basic algorithms relevant to Finance & Audit.
Tea Break-1
Dx for Accounting
Tools and techniques for data analysis in Finance & Audit. Case
Module 5
studies on data driven decision-making.
(Day-2) -2 Hrs Hands-on exercise with a popular Dx for Accounting tool.
12 PM-2 PM AI Use Cases for Members in Practice & Industry.
Lunch Break
Module 6 AI and ML application in Finance
(Day-2) Practical applications of AI & ML Concepts in the Finance Sector.
2 Hrs Reporting and Dashboard.
(3 PM-5PM) Fraud detection through pattern recognition.
Predictive analytics in Financial Forecasting.
Objective Module A: Objective Test Paper -2 (15 Minutes)-
Test-2 Module 4, 5 & 6
Total Marks-10
(Day-2)
Passing Marks-5
15 Minutes Mode: Online on Digital learning Hub
https://learning.icai.org/iDH/icai/
Time: 4 PM onwards till 10 PM.
Participants are requested to complete the assessment at the branch
location to receive any required technical assistance.
Feedback The Day-2 Faculty Feedback Form will be shared in the WhatsApp
Submission group. Submission of the daily Faculty Feedback Form is mandatory
at the end of each session.
 Course Content –Day-3 (Module 7, 8 & 9)

9 AM-10 AM Breakfast/Tea
(Group Presentations - Optional) Based on requirements and availability.
Module 7 Implementing AI Projects in Finance &Audit
(Day-3)-2 Hrs Steps for starting AI projects in finance. Managing AI project lifecycle: from
10 AM-12PM planning to evaluation. Group Project: Designing a small AI solution for Finance
& Audit problem.
Tea Break
Module 8 AI in Auditing & Tax
(Day-3)-1 Hrs AI tools for risk assessment and compliance.
12 PM-1 PM Continuous auditing and real-time reporting systems.
Lunch Break
Module 9 Ethical Considerations and Future Trends
(Day-3)-2 Hrs Ethical issues and governance in AI applications.
Responsible AI in alignment with government guidelines.
2 PM-3 PM
Future trends in AI and Finance & Audit.
Recap and examination.
Include ISO 42001 for AI in business society.
Consider ISO 23894:2023 for AI risk.
Use case All participants in the batch will be divided into groups of four, based on the
Presentation alphabetical order of their first names. Each group will be invited to give a 5-
5 Minutes minute presentation starting from 4:00 PM Onwards. `
per team of The group will choose their own presentation topic. All members must present
4 people 1 Minutes each, as marks are awarded individually. The presentations are
(Day-3) scheduled from 4 PM to 6 PM on Day3, with additional slots from 9 AM-10 AM,
2 Hrs if needed. After the presentation, Send PPTs in WhatsApp group only.
Objective Module A: Objective Test Paper -2 (15 Minutes)-
Test-3 Module 7, 8 & 9
Total Marks-10
(Day-3)
Passing Marks-5
15 Minutes Mode: Online on Digital learning Hub https://learning.icai.org/iDH/icai/
Time: 4 PM onwards till 10 PM.
Participants are requested to complete the assessment at the branch location to
receive any required technical assistance.
Feedback The Day-3 Faculty Feedback Form & AICA-Level Course Feedback Form will be
Submission shared in the WhatsApp group. Submission of the Feedback Form is mandatory
by all Participants.
Note Module timings and breaks are tentative and may be adjusted as per the ICAI
requirements.
Digital Participants will receive the digital certificate approximately within one month. It
Certificate can be downloaded from the Digital Learning Hub, and participants will be
notified once it is available.
AI in ICAI Website: https://ai.icai.org/
Updates Helpline: [email protected] WhatsApp: 9910568125
Please save this WhatsApp number to your contacts for group creation
Registration link: https://ai.icai.org/aica.php

Twitter (Scan QR Code) WhatsApp (Scan QR Code)

Guidelines for Participants of AI CA Certificate Course Batch 1

Refund Participants who are unable to attend all three days are eligible for a full refund,
Policy which will be processed automatically after the course concludes.
Please note that this refund cannot be transferred or adjusted against any other
batch; participants wishing to attend a future batch must complete a new
registration and send email for refund at [email protected]
Batch Batch transfers are not permitted. If you are unable to attend, please request a
Transfer refund and complete a new registration for the upcoming batch at
Policy https://ai.icai.org/aica.php
Missed Days If participants miss any sessions or group presentations, they are required to attend
Attendance: the missed parts in another batch at no extra cost. Email [email protected] to make
arrangements.
Group Participants will be assigned to groups of four based on alphabetical order.
Presentation: Branches may reassign groups in case of last-minute changes to ensure each group
has three to five participants.
WhatsApp A batch-specific WhatsApp group is being created for participants. Please ensure
Contact you are added to the group named in the format: “AICA-Batch No-Location-Date”.
The group link will be shared via email, and participants will be manually added.
If you have registered and not joined the group within 10 days, please email
[email protected] for same.
Other For any questions, email [email protected] from your registered email ID with your
Queries: membership number and name. Expect a response within 24 hours.
ID Proof The branch-authorized personnel will verify participant IDs at the time of
attendance. Participants are required to present their original ID for verification
Reading No Study material is provided in hard Copy Form. Soft Copy of PDF File (Course
Material Module, Timing, Guidelines, Instructions, AI Tools Downloading, Online
Assessment, Digital Certificate, Group Presentation. Everything is updated in this
Document. AICA Document shall be uploaded in DLH and shared in WhatsApp
Group. You May also Download from https://ai.icai.org/aica.php
Daily It is mandatory to complete Daily Assessment test on Digital learning Hub on
Assessment every day between 4 PM to 10 PM. The Participants shall open the assessment
Test only after 4 PM & Completion of Class and confirmation from Faculty.
Annexure A Recommended List of AI Tools

Annexure B Steps to Access Daily Assessment Test in Digital learning Hub

Annexure C Technical Issues & Solutions for the Daily Online Assessment Test

Annexure D Steps for Downloading Digital Certificate

Annexure E PPT Template for Group Presentation (Module B)

 Annexure A: Recommended List of AI Tools

Recommended sign-up is required for the AI tools listed below

Participants must ensure they have signed up or installed the recommended tools before the course begins to ensure a
smooth experience during the practical sessions in class.

Disclaimer for AI Certificate Course Participants

The AI Certificate Course includes third-party AI tools, videos, and websites solely for knowledge sharing and learning.
These tools may change periodically. ICAI neither endorses nor promotes any specific tools and is not responsible for
their use. Members should use their discretion and professional judgment to ensure these tools suit their needs

A. Recommended Downloading of Tools (Free Version)

1. MS Office:

• MS-Excel - https://www.microsoft.com/en-in/microsoft-365/excel
• MS-PowerPoint - https://www.microsoft.com/en-in/microsoft-365/powerpoint
• MS-Word - https://www.microsoft.com/en-in/microsoft-365/word

MS- Excel
MS- Power Point MS-Word
2. Power BI

https://www.microsoft.com/en-us/power-
platform/products/power-bi/downloads

or

Download from Microsoft Power BI Desktop

3. Tally Prime (4.0 or above)

https://tallymirror.tallysolutions.com/download_centre/Rel.5.0/TPEL/Full/setup.exe

Note:
1. Please download and install these tools before the course begins to ensure you are fully prepared
for the practical sessions.
B. Required Sign-in with following generative ai links (Free Version)

1. ICAI CA GPT & ChatGPT

https://ai.icai.org/cagpt/ https://chatgpt.com/

2. Claude.AI 3. Gamma 4. AirTrain AI

https://claude.ai/ https://gamma.app/ https://www.airtrain.ai/

4. Dante-ai 5. Perplexity 6.Whatsapp Desktop

https://www.dante-ai.com/ https://www.perplexity.ai/ www.whatsapp.com/download

Note:

Participants must have additional Gmail IDs for AI learning. Additionally, faculty members will share use case
details in the AICA WhatsApp group one day prior to each session.

Helpline GPT for AICA Related Queries

https://chatgpt.com/g/g-F9aGz4TaY-aica-course-assistant
Annexure B: Steps to Access Daily Assessment Test in Digital learning Hub

1. Click on "Digital Learning Hub" https://learning.icai.org/iDH/icai/

(Note: Kindly do this on laptop or PC and use google chrome only)

2. Login with your SSP user credentials. In case any issue in Login, use Forget Password
( https://eservices.icai.org/) any issue email at [email protected]

3. After successful login, you will be directed to "My Dashboard."

4. Click on "My Products" link located at the left side

of the page as shown in image.

5. Make sure you can see your batch name for the
Course. If you do not see your assigned batch,
please contact us [email protected]

6. Click on the Batch name of the course you are

allotted to.
7. Click on the Launch button to access the
content.
8. You will see the below panel after clicking on
“Launch” button.
9. You will see the below panel after clicking on “Launch”
button.
10. Kindly check “” Pre read & Module Structure “to access
AICA Document (Check this before 4-5 Days of Batch)
11. The Daily Assessment Test will be accessible after 4 PM on
each designated test day (Day 1, Day 2, and Day 3).

12.Before the Scheduled time, you will see following Screen.

If you have any issue

regarding any of the steps or have not able to follow any
steps, please mail us at [email protected] or WhatsApp at +91
99105 68125.
 Annexure C: Technical Issues & Solutions for the Daily Online Assessment Test

1. AICA Course Tab Not Visible: If a participant registers at the last minute and isn’t added
to the course on the Digital Learning Hub by Day 1 after 4 PM, they won’t be included in
the current batch. They’ll need to complete all three assessments in the next scheduled batch
(online only).

2. Technical Error during the Assessment Test: If participants encounter technical issues
during the test, such as the course tab or assessment not appearing, or blank windows, test
is locked by admin, they should clear their browser history and cache as per below:
Clear History & Cache:
• Open Chrome.
• Press Ctrl + Shift + Delete (Windows) or Command + Shift + Delete (Mac).
• In the popup, select Time Range (choose "All time" for a full clear).
• Check Browsing history and Cached images and files.
• Click Clear data.

Open Incognito Window:

• Press Ctrl + Shift + N (Windows) or Command + Shift + N (Mac).
• Or go to Chrome menu (three dots) > New Incognito Window.

3. Assessment Test Score is not Visible: If a participant has completed the daily assessment
test and the score is not visible, the system will display a message indicating that the test is
cleared. This confirms that the test is successfully completed, and participants can close the
system. Scores will be available after 10 PM, once the assessment period has closed.

4. Assessment Not Attempted/Not Cleared: If a participant has missed or not cleared any of
the assessment tests, they must retake all three tests in the next scheduled batch (online only).
Participants will be automatically assigned to this batch and will receive an email notification
with further details. Send email to [email protected] for any query.
 Annexure D: PPT Template for Group Presentation (Module B)

Participants will be divided into groups of four, based on the

alphabetical order of their first names. Each group will deliver a 5-
minute presentation on Day-3. Participants are required to make
presentation in the below format only.

Participants can download the Group Presentation Template from AI in ICAI Website as
highlighted below.

Module B: 5-Minute Group Presentation of Use Case Demonstration – 20 Marks

(4 Participants per Group) - Passing Marks: 10
Participants will be divided into groups of four, based on the alphabetical order of their first names.
Each group will deliver a 5-minute presentation starting at 4:00 PM on Day 3. Groups will be
formed and informed in advance to allow preparation time.
The group will choose their own presentation topic.
Presentations will use the provided template (4 slides):
1. Problem Statement
2. Technology Solution
3. Implementation Plan
4. Conclusion
All members must present 1 Minutes each, as marks are awarded individually. The presentations
are scheduled from 4 PM to 6 PM on Day3, with additional slots from 9 AM-10 AM, if needed.
After the presentation, Send PPTs in WhatsApp group only.
 Annexure E: Steps for Downloading Digital Certificate

Participants will receive an email notification once the Digital Certificate is uploaded to the Digital
Learning Hub. Additionally, an update will be posted in the AICA WhatsApp Group. Certificates
are expected to be available approximately one month after course completion.
Login in Digital learning Hub https://learning.icai.org/iDH/icai/ and select the Batch for Which
you want to access the Certificate.

A. Click on the three dots just by the side of Launch button.

B. After that a dropdown menu will appear like this:

C. From this menu you can select to download certificate.

D. You will be able to download the certificate.

Note: In case any of the Participant absent any of the day, Missed Group presentation, not
completed any of the assessment test. In such cases, participants certificate would not be generated.
Participants is required to complete pending activity at any of the Batch informing at [email protected] .
participant certificate would be generated only after completing all activities.