Transform your accounting and finance workflows by mastering Claude AI and modern Excel. Automate complex tasks, uncover deep insights, and elevate your advisory capabilities.
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.
Structured around your CPD requirements.
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.
Each course is a standalone module.
The CERTIFICATE: Claude for Excel program provides a comprehensive exploration of how generative artificial intelligence and advanced spreadsheet capabilities are reshaping the accounting, finance, and project management professions. In today's data-driven landscape, the ability to translate complex datasets into actionable insights using AI is a critical skill for business success. This program offers a deep dive into seamlessly blending Claude's AI capabilities with everyday data management, eliminating repetitive tasks and accelerating analytical workflows.
Participants explore the mechanics of using conversational prompts, agentic AI workflows, and dedicated AI add-ins to transform traditional operations into dynamic, AI-powered environments. Moving beyond foundational concepts, the curriculum addresses real-world case studies demonstrating how AI is transforming tax research, audit workflows, bookkeeping operations, financial planning, and client advisory services. A central theme throughout the package is the responsible adoption of AI, ensuring professionals can deploy these tools while protecting data integrity, maintaining evidential control, and adhering to strict regulatory compliance.
The courses within this certificate cover a broad spectrum of modern capabilities, ranging from foundational Claude prompting to advanced forensic accounting techniques. Participants explore structured frameworks, such as the Trusted Acceleration framework and the Sparring Partner Protocol, to rigorously validate AI-generated outputs and maintain professional skepticism.
This comprehensive certificate equips professionals with the practical strategies needed to turn legacy spreadsheets and the broader Microsoft 365 suite into an automated, AI-driven workspace.
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.
20 CPD hours, one certificate, 10-day money-back.
