learnformulaMove beyond basic chat and master no-code agentic AI to automate complex financial workflows. Transform Claude into a specialized accounting partner that delivers board-ready results.
2 courses · 6 CPD hours
| Number | Course | Hours | Credit Type |
|---|---|---|---|
| 3.5 hrs | — | ||
| 2.5 hrs | — |
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 bundle collapses every step into one purchase.
This bundle is designed to help accountants confidently move beyond traditional AI chatbots and into the practical use of intelligent, agentic AI for everyday accounting and finance work. It focuses on building the knowledge and skills needed to automate complex workflows, streamline repetitive processes, and produce high-quality professional outputs, while ensuring that sound professional judgment remains central to every stage of the process.
Learners will progress from understanding advanced AI workflows to implementing intelligent automation across real accounting scenarios. The training explores how Claude can support financial analysis, reporting, document processing, research, and operational workflows by connecting with business applications, files, and structured data. Through practical examples, participants will learn how to create customized AI environments, automate recurring finance tasks, validate AI-generated work using structured review frameworks, and build scalable workflows that improve efficiency, consistency, and decision-making across compliance, audit, tax, advisory, and financial management functions.
“Fascinating”
“Oh this is the best AI course so far. There's some great content in here about prompts and making sure your output is top notch.”
“I am confident that using Claude Coworker, I will now be able to set up the full cycle client data for monthly, quarterly and annual reminders about information needed to start the period for financial reporting, with reminders for staff about approaching period ends and list of clients that fall in that period - end. And set up periodic billing; all this is now in QBO and excel but still some slip through the cracks. Thank you for an in depth course, very useful”
“I have not used Claude CoWork, so this was all new and very informative.”
6 CPD hours, one certificate, 10-day money-back.
