Move 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.
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 2 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.
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.
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.
6 CPD hours, one certificate, 10-day money-back.
