Master the Claude ecosystem to transform AI from a basic chatbot into an autonomous digital coworker. Automate complex accounting workflows and elevate your strategic oversight.
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 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.
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.
5 CPD hours, one certificate, 10-day money-back.
