learnformulaMaster leading AI tools to automate complex accounting workflows, enhance financial and tax analysis, and drive strategic value with unwavering ethical integrity.
Each course is a standalone module.
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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.
You already know what you need to do. The package collapses every step into one purchase.
The CERTIFICATE: Claude, Copilot, ChatGPT & Gemini for CPAs delivers a comprehensive program designed to equip accounting and finance professionals with the skills required to operationalize modern artificial intelligence tools while upholding rigorous standards of professional judgment and ethics. This certificate covers the practical deployment of leading generative AI platforms—including Claude, Microsoft Copilot, ChatGPT, Google Gemini, and NotebookLM—across core accounting, tax research, financial analysis, spreadsheet management, and forensic investigations.
Participants explore how to transition from isolated, prompt-based interactions to integrated, defensible workflows. The curriculum examines document-grounded analysis using Retrieval Augmented Generation (RAG), structured tax research across U.S. IRS and Canadian CRA frameworks, multimodal financial analysis, and specialized operational workflows like variance analysis and invoice automation. In addition, the program demonstrates how to leverage Microsoft Copilot and ChatGPT for advanced spreadsheet formulas, reporting, and presentations, as well as how to apply Claude to audit analytics and financial statement fraud detection.
Emphasizing that AI acts as an analytical partner rather than a replacement for professional skepticism, the program also embeds essential training on workplace ethics. It examines the neurological and psychological factors influencing ethical decision-making, constructive frameworks for difficult conversations, and the professional responsibility of speaking truth to power.
Key topics covered throughout the program include:
This certificate combines technical mastery of modern AI ecosystems with sound governance and ethical leadership, enabling CPAs and finance professionals to enhance operational efficiency, strengthen advisory capabilities, and maintain defensible compliance standards.
Most providers issue you a stack of 11 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.
“Great contents”
“I learned a lot of good tips”
“Good contents”
“Learning the attributes on "How to Speak on the Spot" in difficult circumstances.”
20 CPD hours, one certificate, 10-day money-back. Plus a year of unlimited access to all our courses.
