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CERTIFICATE: Claude for CFOs

Master Claude to automate complex workflows, enforce ethical AI governance, and transform manual accounting into the strategic, board-ready intelligence modern CFOs demand.

checkIncluded with Unlimited Pass — a ready-made path to your 20.5 CPD hours.
10curated courses
+
20.5CPD hours
=
1consolidated certificate
·schedule20.5 CPD hrs·Appropriate for all levels·Published Jun 24, 2026
Most popular package
10 courses bought separately:Original price: CA$1,419
CA$399
You save CA$1,020
sellCancel anytime·verified_user10-day money-back

What you will get

  • local_library1-year Unlimited Pass: all CPD courses & packages
  • library_booksThis package: 20.5 CPD hours, 10 courses
  • verified 1 consolidated certificate for the package
  • bolt Instant access
  • monitoring Built-in credit tracker for your renewal
groups

Team License Available

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

Learn about Team License →
10 courses · 20.5 CPD hours

Package Content

Each course is a standalone module.

NumberCourseHoursCredit Type
012 hrs—
022.5 hrs—
031 hr—
042.5 hrs—
052.5 hrs—
061.5 hrs—
072 hrs—
083.5 hrs—
091 hr—
102 hrs—
  1. 01
    Business Ethics2026 Ethics and Corporate ComplianceMarc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GIndividually CA$99
    Hours
    2 hrs
    Credit Type
    —
  2. 02
    Technology for AccountantsClaude Fundamentals for Accountants (2026 Update)Garrett WasnyIndividually CA$199
    Hours
    2.5 hrs
    Credit Type
    —
  3. 03
    Technology for AccountantsAI That Counts: The New KPI Framework for CFOsLance RubinIndividually CA$89
    Hours
    1 hr
    Credit Type
    —
  4. 04
    Technology for AccountantsClaude Cowork in Practice: Advanced Workflows for AccountantsGarrett WasnyIndividually CA$195
    Hours
    2.5 hrs
    Credit Type
    —
  5. 05
    Artificial IntelligenceCLAUDE AI MASTERCLASS for Professionals + Claude AI No CodePaul AshunIndividually CA$199
    Hours
    2.5 hrs
    Credit Type
    —
  6. 06
    Technology for AccountantsAI for Advanced Accounting ResearchGarrett WasnyIndividually CA$95
    Hours
    1.5 hrs
    Credit Type
    —
  7. 07
    Business EthicsThe Ethical Detective: AI and the New Fraud FrontierGarth SheriffIndividually CA$119
    Hours
    2 hrs
    Credit Type
    —
  8. 08
    Artificial IntelligenceCLAUDE COWORK MASTERCLASS for Professionals + Claude AI No CodePaul AshunIndividually CA$226
    Hours
    3.5 hrs
    Credit Type
    —
  9. 09
    Technology for AccountantsClaude for Workflow Automation in AccountingGarrett WasnyIndividually CA$99
    Hours
    1 hr
    Credit Type
    —
  10. 10
    ProductivitySupercharge Your Workflow with Claude & Microsoft 365Tom FragaleIndividually CA$99
    Hours
    2 hrs
    Credit Type
    —
all_inclusive
Every other course is included with your Unlimited PassNeed extra hours or a different topic? Take any course at no extra cost.
If purchased each course individually: CA$1,419Package: CA$399You save CA$1,020

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 — 10 times.

  • closeSearch the catalog of 10 courses to find the ones that match your requirements
  • closeBuy 10 separate courses — at CA$1,419 if you assembled it yourself
  • closeTrack progress across 10 separate enrollments and dashboards
  • closeDownload 10 different certificates and combine them yourself
→
With this package

One purchase. One certificate. Done.

  • checkOne purchase — CA$399 for the whole package
  • checkOne progress tracker for all 10 courses
  • checkOne certificate — covers all 10 courses
  • checkTailored to your professional body's requirements
  • checkNeed more? The entire catalog is already unlocked
About

Description

The CERTIFICATE: Claude for CFOs offers a comprehensive exploration of how artificial intelligence is redefining finance, accounting, and corporate governance. As the finance profession enters a new era, adopting AI is no longer experimental but a fundamental driver of strategic clarity, operational speed, and accuracy. Real transformation requires moving beyond basic chatbots to implement structured workflows, proper governance, and integrated AI operating systems that deliver trusted, measurable results.

This extensive program bridges the gap between technological hype and bottom-line financial impact. It provides an in-depth overview of the Claude ecosystem, including the latest models and Claude Cowork, alongside complementary frontier AI tools. Participants will explore how to automate complex research, streamline the financial close, and deploy agentic AI to act as an on-call subject-matter expert. From designing AI-ready performance metrics to navigating the emerging ethical challenges of digital fraud, this package equips finance leaders to orchestrate an automated, intelligent practice without needing technical coding skills.

Topics covered in this certificate package include:

  • Advanced accounting research techniques using leading AI platforms, persona-driven prompting, and document-grounded analysis.
  • A new KPI framework for CFOs to measure true AI return on investment, manage hidden costs, and govern financial implementations.
  • Comprehensive mastery of Claude and Claude Cowork features, including Projects, Artifacts, Skills, Computer Use, and multi-app connectors.
  • Agentic AI applications for variance analysis, invoice extraction, and board-level reporting using the Sparring Partner Protocol.
  • Workflow automation integrating Claude with Microsoft 365 applications like Word, Excel, PowerPoint, and Outlook.
  • Forward-looking ethics and corporate compliance strategies to manage AI governance, cyber misconduct, and third-party exposure.
  • The evolving nature of fraud detection, professional skepticism, and accountability in an era of synthetic content and automated decision-making.

Designed for CFOs, controllers, and finance executives, this package provides the strategic roadmap and practical workflows necessary to leverage artificial intelligence as a powerful, specialized accounting partner while maintaining professional judgment and rigorous oversight.

Instructors

  • workspace_premiumBest Instructor
    Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GMBA Program Director - Telfer School of Management, University of Ottawa
    8 courses·556 reviews
  • workspace_premiumBest Instructor
    Garrett WasnyMA, CMC, CITP/FITP
    150 courses·1,754 reviews
  • Lance RubinCEO & Founder | Model Citizn
    1 course·89 reviews
  • workspace_premiumBest Instructor
    Paul AshunExploding Your Team's Productivity To Deliver Your Projects On time, On Budget
    26 courses·445 reviews
  • Garth SheriffFounder of Sheriff Consulting
    43 courses·357 reviews
  • workspace_premiumBest Instructor
    Tom FragaleMicrosoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall
    58 courses·164 reviews
One certificate, all 20.5 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 10 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 10 topics & 20.5 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×10
Without package
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CPD certificate
CERTIFICATE: Claude for CFOs10 courses · 20.5 CPD hrs
verified
With this package
From verified package buyers

Real Outcomes from Our Students

  • Earned 20.5 CPD hours
    Rated 5 out of 5

    “Good general basic oversight with a thoughtful foundation and approach”

    NL
    Neville L.
  • Earned 20.5 CPD hours
    Rated 5 out of 5

    “Excellent match”

    JP
    John P.
  • Earned 20.5 CPD hours
    Rated 5 out of 5

    “It was great!”

    CS
    Cavin S.
  • Earned 20.5 CPD hours
    Rated 4 out of 5

    “Informative, but I wish the case used in the course was finance related”

    EG
    Elena G.
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 Package Content section on this page, and click on any course 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.

20.5 CPD hours, one certificate, 10-day money-back. Plus a year of unlimited access to all our courses.

  • shield10-day money-back·
  • boltInstant certificate·
  • autorenewCancel anytime