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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
4.9
(741)
·schedule7 CPD hrs·Appropriate for all levels·Published Apr 21, 2026
Most popular bundle
If you bought each course individuallyCA$590
This bundleCA$249
You save CA$341 (58% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access
Most popular bundle
If you bought each course individuallyCA$590
This bundleCA$249
You save CA$341 (58% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access

Credit Information

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 Package Replaces

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

Without this package

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 package

One purchase. One certificate. Done.

  • checkOne purchase — CA$249 for the whole package
  • checkOne progress tracker for all 5 courses
  • checkOne certificate — covers all 5 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkTechnology for Accountants
    5.5 hrs
  • checkAnti Money Laundering
    1.5 hrs
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 package
→
CPD certificate
AI Primer for Accountants5 courses · 7 CPD hrs
verified
With this package
5 courses · 7 CPD hours

Bundle Content

Each course is a standalone module.

If purchased separately: CA$590Bundle: CA$249You save CA$341
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

Steven Taylor
Steven TaylorCFO & Board Director
4 courses·335 reviews
Mark Wickersham
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·137 reviews
Francisco Mainez
Francisco MainezSenior Director, Global Head of Financial Crime Strategy | Nium
5 courses·212 reviews
Garrett Wasny
workspace_premium
Garrett WasnyMA, CMC, CITP/FITP
141 courses·25 reviews
Lance Rubin
Lance RubinCEO & Founder | Model Citizn
1 course·30 reviews
verified_user

10-day money-back, even if you've started.

If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid for the duration of your active package.

FAQ

Questions Students Usually Ask

This package is a bundle of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Courses Included section on this page, and click on any title to see detailed course information. In addition, you'll receive unlimited access to our entire course library, so you're not limited to just the courses included in the package.

Stop Searching. Get this Package.

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

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