Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
Package
bylearnformula

CERTIFICATE: Claude for CPAs

Transform your practice with Claude AI - and enjoy a bonus that goes beyond the package: unlimited access to all courses, webinars, and more across the platform.

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 18, 2026
Most popular package
10 courses bought separately:Original price: CA$1,415
CA$399
You save CA$1,016
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
011.5 hrs—
022.5 hrs—
032.5 hrs—
042 hrs—
051 hr—
063.5 hrs—
072 hrs—
082.5 hrs—
091 hr—
102 hrs—
  1. 01
    Technology for AccountantsAI for Advanced Accounting ResearchGarrett WasnyIndividually CA$95
    Hours
    1.5 hrs
    Credit Type
    —
  2. 02
    Artificial IntelligenceCLAUDE AI MASTERCLASS for Professionals + Claude AI No CodePaul AshunIndividually CA$199
    Hours
    2.5 hrs
    Credit Type
    —
  3. 03
    Technology for AccountantsClaude Cowork in Practice: Advanced Workflows for AccountantsGarrett WasnyIndividually CA$195
    Hours
    2.5 hrs
    Credit Type
    —
  4. 04
    Business Ethics2026 Ethics and Corporate ComplianceMarc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GIndividually CA$99
    Hours
    2 hrs
    Credit Type
    —
  5. 05
    Data Analysis & VisualizationMastering Claude for Excel: Automate Your DataTom FragaleIndividually CA$85
    Hours
    1 hr
    Credit Type
    —
  6. 06
    Artificial IntelligenceCLAUDE COWORK MASTERCLASS for Professionals + Claude AI No CodePaul AshunIndividually CA$226
    Hours
    3.5 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
    Technology for AccountantsClaude Fundamentals for Accountants (2026 Update)Garrett WasnyIndividually CA$199
    Hours
    2.5 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$1,415Package: CA$399You save CA$1,016

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$1,415 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 CPAs is a comprehensive program designed to transform how accounting and financial professionals work by integrating advanced AI into their daily practice. As artificial intelligence evolves from simple chatbots to powerful, agentic operating systems, modern accountants require robust strategies to automate repetitive tasks, accelerate research, and drive strategic decision-making. This extensive package provides a deep dive into Anthropic's Claude, offering practical, non-technical pathways to operationalize AI across complex financial workflows while maintaining strict professional judgment and ethical oversight.

Throughout this robust curriculum, professionals will explore everything from foundational prompt engineering to advanced workflow automation using the latest generation of AI tools. The sessions seamlessly blend AI capabilities with everyday applications, showing how to connect Claude to essential platforms like Microsoft 365 and Excel to analyze data, structure messy datasets, and generate board-ready reports. Beyond tactical efficiency, the package critically examines the new frontier of AI ethics, fraud detection, and corporate compliance, equipping leaders with the governance frameworks needed to navigate an increasingly complex digital landscape.

Key topics covered in this certificate package include:

  • Fundamentals of Claude, including Projects, Artifacts, Custom Instructions, and persona-driven prompting
  • Advanced accounting research utilizing the Great Eight AI platforms and document-grounded analysis
  • Workflow automation to eliminate manual data entry, accelerate variance analysis, and streamline reporting
  • Deploying agentic AI through Claude Cowork for autonomous, scheduled, and multi-app business operations
  • Seamless integration with Microsoft 365 and Excel to generate formulas, visualize data, and automate Word, PowerPoint, and Outlook
  • Applying the Sparring Partner Protocol to validate, challenge, and enhance AI-generated financial outputs
  • Navigating AI-enabled fraud, deepfakes, and the ethical duty of professional skepticism
  • Forward-looking strategies for corporate compliance, whistleblowing, and managing reputational risk in 2026 and beyond

By bringing together technological mastery and strategic governance, this certificate package ensures that CPAs, auditors, and financial leaders are prepared to build an integrated AI ecosystem. The curriculum highlights how to turn Claude into a specialized, on-call subject-matter expert, ultimately shifting the professional focus from manual execution to high-level advisory and critical analysis.

Instructors

  • workspace_premiumBest Instructor
    Garrett WasnyMA, CMC, CITP/FITP
    150 courses·1,762 reviews
  • workspace_premiumBest Instructor
    Paul AshunExploding Your Team's Productivity To Deliver Your Projects On time, On Budget
    26 courses·447 reviews
  • workspace_premiumBest Instructor
    Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GMBA Program Director - Telfer School of Management, University of Ottawa
    8 courses·560 reviews
  • workspace_premiumBest Instructor
    Tom FragaleMicrosoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall
    58 courses·360 reviews
  • Garth SheriffFounder of Sheriff Consulting
    43 courses·361 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
→
CPD certificate
CERTIFICATE: Claude for CPAs10 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

    “Another good insight to consider Claude.”

    BH
    Boedi H.
  • 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