Transform your accounting practice by mastering Microsoft Copilot and advanced AI. Automate complex workflows, uphold ethical standards, and deliver high-value strategic advisory.
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 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.
Each course is a standalone module.
The CERTIFICATE: Copilot for CPAs provides financial professionals with a comprehensive exploration of artificial intelligence and its transformative impact on the accounting industry. As machine learning and intelligent automation rapidly reshape traditional financial workflows, auditing processes, and data analysis, separating practical utility from technological hype is essential. This program offers a grounded perspective on the future of accounting, providing the insights needed to integrate AI securely, ethically, and efficiently into daily operations.
This extensive curriculum dives deep into the practical application of Microsoft Copilot and other frontier generative AI platforms within the workplace. The content explores how to leverage AI assistants across Microsoft 365 applications, including Word, Excel, PowerPoint, Outlook, and Teams, to streamline document creation, manage complex data, and summarize communications. The program highlights advanced prompt engineering, demonstrating how to communicate effectively with diverse AI tools to produce high-quality, decision-ready insights for real business results.
Beyond everyday productivity, the package addresses complex accounting needs through advanced research frameworks and autonomous workflows. It explores the transition from standalone tool usage to structured, multi-step AI workflows that automate repetitive firm tasks. Discussions cover building an AI research ecosystem using diverse platforms, automating regulatory monitoring, and designing robust automation pipelines that integrate safely with existing professional systems.
Core themes explored in this certificate include:
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.
