learnformulaMaster the Claude ecosystem to transform AI from a basic chatbot into an autonomous digital coworker. Automate complex accounting workflows and elevate your strategic oversight.
2 courses · 5 CPD hours
| Number | Course | Hours | Credit Type |
|---|---|---|---|
| 2.5 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 build a strong foundation in using Claude as a practical AI assistant while developing the skills to integrate it into everyday accounting and finance workflows. It focuses on understanding how Claude differs from traditional AI tools, enabling professionals to work more efficiently with financial documents, spreadsheets, contracts, and business information while maintaining accuracy, confidentiality, and professional standards.
Learners will progress from mastering the core features of the Claude platform to applying more advanced capabilities that support intelligent workflow automation and day-to-day practice. The training explores prompt engineering, document analysis, reusable AI workspaces, and integrations with Microsoft 365 and other business tools, before introducing Claude Cowork for automating recurring accounting processes and managing multi-step tasks. Through practical, real-world examples, participants will learn how to streamline research, reporting, data analysis, and document preparation while applying sound professional judgment, managing AI risks, and ensuring responsible, ethical use across accounting, audit, tax, and advisory engagements.
“Great introductoin into this LLM. Entertaining tone of voice!”
“Very well explained with good examples of how Claude should be used.”
“The course was well thought out, organized and presented, however I would have preferred seeing more details of the Claude in use.”
“Helpful and some good additional insight. Appreciated the dive better into connectors and explanation on artifacts vs projects.”
5 CPD hours, one certificate, 10-day money-back.
