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AI Primer for Accountants

Master secure AI tools to automate complex research and strengthen compliance. Transform everyday workflows and step confidently into strategic, AI-driven finance leadership.

5curated courses
+
7CPD hours
=
1consolidated certificate
·schedule7 CPD hrs·Appropriate for all levels·Published Apr 21, 2026
Most popular bundle
5 courses bought separately:Original price: CA$590
CA$299
You save CA$291
verified_user10-day money-back

What you will get

  • library_booksThis bundle: 7 CPD hours, 5 courses
  • verified 1 consolidated certificate for the bundle
  • bolt Instant access
groups

Team License Available

Train your entire team with volume pricing, centralized billing, and compliance reporting.

Learn about Team License →
5 courses · 7 CPD hours

Bundle Content

Each course is a standalone module.

NumberCourseHoursCredit Type
011.5 hrs—
021.5 hrs—
031.5 hrs—
041.5 hrs—
051 hr—
  1. 01
    Technology for AccountantsAI-Ready Leader: Skills Every CFO & Controller Must BuildSteven TaylorIndividually CA$119
    Hours
    1.5 hrs
    Credit Type
    —
  2. 02
    Technology for AccountantsNotebookLM - The Essential AI Tool for AccountantsMark WickershamIndividually CA$168
    Hours
    1.5 hrs
    Credit Type
    —
  3. 03
    Anti Money LaunderingAML in the Age of Generative AIFrancisco MainezIndividually CA$119
    Hours
    1.5 hrs
    Credit Type
    —
  4. 04
    Technology for AccountantsNotebookLM Use Cases for Accountants Garrett WasnyIndividually CA$95
    Hours
    1.5 hrs
    Credit Type
    —
  5. 05
    Technology for AccountantsAI That Counts: The New KPI Framework for CFOsLance RubinIndividually CA$89
    Hours
    1 hr
    Credit Type
    —
If purchased each course individually: CA$590Bundle: CA$299You save CA$291

Is this course eligible for my CPD requirements as a Canadian CPA?

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.

The convenience pitch

What This Bundle Replaces

You already know what you need to do. The bundle collapses every step into one purchase.

Without this bundle

Searching, tracking, filing — 5 times.

  • closeSearch the catalog of 5 courses to find the ones that match your requirements
  • closeBuy 5 separate courses — at CA$590 if you assembled it yourself
  • closeTrack progress across 5 separate enrollments and dashboards
  • closeDownload 5 different certificates and combine them yourself
→
With this bundle

One purchase. One certificate. Done.

  • checkOne purchase — CA$299 for the whole bundle
  • checkOne progress tracker for all 5 courses
  • checkOne certificate — covers all 5 courses
  • checkTailored to your professional body's requirements
About

Description

This bundle introduces accountants and finance leaders to the practical realities of artificial intelligence in modern financial operations, with a focus on compliance, decision-making, and productivity. It explores how generative AI is reshaping anti–money laundering (AML) practices, redefining performance measurement through new AI-driven KPI frameworks, and shifting the expectations placed on CFOs and controllers. The content is designed to move beyond theory and into applied understanding, helping professionals assess risk, adapt controls, and integrate AI responsibly into financial workflows.

Alongside strategic insights, the bundle also provides hands-on guidance for using emerging AI tools that are becoming essential in accounting practice. It highlights how AI-enabled note-taking and research systems can streamline analysis, improve documentation, and support faster, more informed financial decisions. Overall, this is a forward-looking primer for accountants seeking to stay relevant, efficient, and compliant in an increasingly AI-driven profession.

Instructors

  • workspace_premiumBest Instructor
    Steven TaylorCFO & Board Director
    6 courses·435 reviews
  • Mark WickershamFCA, Public Speaker and Author of the #1 best-selling book “Effective Pricing for Accountants”... known as the most sought-after profit improvement expert in the accounting community.
    6 courses·206 reviews
  • Francisco MainezSenior Director, Global Head of Financial Crime Strategy | Nium
    5 courses·289 reviews
  • workspace_premiumBest Instructor
    Garrett WasnyMA, CMC, CITP/FITP
    150 courses·50 reviews
  • Lance RubinCEO & Founder | Model Citizn
    1 course·89 reviews
One certificate, all 7 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 5 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.

  • checkSingle PDF lists all 5 topics & 7 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×5
Without bundle
→
CPD certificate
AI Primer for Accountants5 courses · 7 CPD hrs
verified
With this bundle
From verified bundle buyers

Real Outcomes from Our Students

  • Earned 7 CPD hours
    Rated 5 out of 5

    “Yes I enjoyed it”

    RM
    Robert M.
  • Earned 7 CPD hours
    Rated 5 out of 5

    “Very informative of the use of Generative AI in the field of AML.”

    WT
    Wing Keung T.
  • Earned 7 CPD hours
    Rated 5 out of 5

    “Very good overview of what Notebook LLM can do and provide good tips of using it effectively.”

    WT
    Wing Keung T.
  • Earned 7 CPD hours
    Rated 5 out of 5

    “Well explained and easy to follow”

    ML
    Mustafa L.
FAQ

Questions Students Usually Ask

This bundle is a fixed set of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Bundle Content section on this page, and click on any course to see detailed course information. Your purchase covers the courses listed here; it does not include access to the rest of our course library.

Stop Searching. Get this Bundle.

7 CPD hours, one certificate, 10-day money-back.

  • shield10-day money-back·
  • boltInstant certificate·
  • verifiedCertificates stored for life