LF logo
by learnformula
search
Log in
search
Package

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.

10curated courses
+
20.5CPD hours
=
1consolidated certificate
4.9
(909)
·schedule20.5 CPD hrs·Appropriate for all levels·Published Jun 18, 2026
Most popular package
If you bought each course individuallyCA$1,277
This packageCA$499
You save CA$778 (61% 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 package
If you bought each course individuallyCA$1,277
This packageCA$499
You save CA$778 (61% 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 — 10 times.

  • closeSearch the catalog of 10 courses to find the ones that match your requirements
  • closeBuy 10 separate courses — at CA$1,277 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$499 for the whole package
  • checkOne progress tracker for all 10 courses
  • checkOne certificate — covers all 10 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkArtificial Intelligence
    7 hrs
  • checkTechnology for Accountants
    6.5 hrs
  • checkBusiness Ethics
    4 hrs
  • checkProductivity
    2 hrs
  • checkData Analysis & Visualization
    1 hr
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
10 courses · 20.5 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: CA$1,277Package: CA$499You save CA$778
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

Garrett Wasny
workspace_premium
Garrett WasnyMA, CMC, CITP/FITP
141 courses·464 reviews
Paul Ashun
workspace_premium
Paul AshunExploding Your Team's Productivity To Deliver Your Projects On time, On Budget
24 courses·120 reviews
Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.G
Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GMBA Program Director - Telfer School of Management, University of Ottawa
2 courses·138 reviews
Tom Fragale
workspace_premium
Tom FragaleMicrosoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall
56 courses·89 reviews
Garth Sheriff
workspace_premium
Garth SheriffFounder of Sheriff Consulting
43 courses·89 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.

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

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