Beyond Formulas: AI-Driven Excel Mastery for Accountants
This course provides Canadian CPAs with actionable insights to become Excel power users with the assistance of AI—enabling faster, smarter work without the burden of detailed technical learning.
It’s not just another Excel workshop focused on memorizing complex formulas. Instead, it empowers you to use AI tools that simplify and streamline your work, from data analysis to creating financial models. You’ll learn to collaborate with AI as a productivity partner, enhancing your efficiency and reducing the time you spend on repetitive Excel tasks.
Throughout the course, you’ll dive into the capabilities of AI platforms including Microsoft Copilot, ChatGPT, Perplexity and Google Gemini. These tools can instantly provide formula solutions, automate data transformations, and generate insightful data visualizations—all tailored for accounting professionals. You’ll see how to leverage these tools for tasks such as analyzing large datasets, calculating rates of return, and automating report and chart generation, with minimal reliance on manual formula input.
By focusing on real-world applications, this course offers CPAs practical skills to make Excel an even more powerful tool for financial analysis and decision-making. Each module is designed to be practical and immediately applicable, showing how AI can transform how you work with Excel to make data-driven decisions confidently.
4 activities • 3 videos • duration: 2h 6m
Acclaimed Author and On-demand Course Developer
David Trahair, CPA, CA, is an author and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Very insightful course. Highly recommended!
I thought this was a great introduction to AI and gave a broad outline of how it can help in accounting.
Excellent course for AI helping accountant to improve excel and productivity
It is a little high level but it is definitely very informative. I learned a lot.
