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Copilot for CPAs

Transform your accounting practice with Microsoft Copilot. Automate multi-step workflows, accelerate data analysis, and reclaim time for high-value strategic work.

3curated courses
+
7CPD hours
=
1consolidated certificate
4.9
(36)
·schedule7 CPD hrs·Appropriate for all levels·Published Sep 15, 2026
Most popular bundle
If you bought each course individuallyCA$390
This bundleCA$299
You save CA$91 (23% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access
Most popular bundle
If you bought each course individuallyCA$390
This bundleCA$299
You save CA$91 (23% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

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.

The convenience pitch

What This Bundle Replaces

You already know what you need to do. The bundle collapses every step into one purchase.

Without this bundle

Searching, tracking, filing — 3 times.

  • closeSearch the catalog of 3 courses to find the ones that match your requirements
  • closeBuy 3 separate courses — at CA$390 if you assembled it yourself
  • closeTrack progress across 3 separate enrollments and dashboards
  • closeDownload 3 different certificates and combine them yourself
→
With this bundle

One purchase. One certificate. Done.

  • checkOne purchase — CA$299 for the whole bundle
  • checkOne progress tracker for all 3 courses
  • checkOne certificate — covers all 3 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkMicrosoft
    7 hrs
One certificate, all 7 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 3 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.

  • checkSingle PDF lists all 3 topics & 7 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×3
Without bundle
→
CPD certificate
Copilot for CPAs3 courses · 7 CPD hrs
verified
With this bundle
3 courses · 7 CPD hours

Bundle Content

Each course is a standalone module.

If purchased separately: CA$390Bundle: CA$299You save CA$91
About

Description

This bundle is designed to help accountants move beyond basic AI prompting and into the practical use of Microsoft Copilot across everyday accounting and finance workflows. It focuses on building the knowledge and skills needed to automate routine tasks, streamline work across Microsoft 365, extract useful insights from business data, and produce high-quality professional outputs while keeping professional judgment at the centre of every workflow.

Learners will explore how Copilot can support communication, collaboration, document creation, data analysis, research, and presentation development across Outlook, Teams, Edge, Forms, OneNote, Word, Excel, and PowerPoint. Through practical examples, participants will learn how to summarize and respond to emails, generate meeting recaps and action items, transform notes into structured documents, identify trends and correct formulas in Excel, build decision-making dashboards, and turn source materials into tailored presentations. The training also introduces Copilot Cowork for more advanced, agentic workflows, covering multi-step task delegation, research across multiple sources, document and calendar management, custom skills, workflow monitoring, and scheduled automations within the Microsoft 365 environment.

Instructors

Simon Sez IT
workspace_premium
Simon Sez ITSince 2008, we've taught 2 million learners in over 190 countries, with 200+ courses
147 courses·33 reviews
Bigger Brains
workspace_premium
Bigger BrainsPowering Productivity, One Brain at a Time!
104 courses·3 reviews
verified_user

10-day money-back, even if you've started.

If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid.

FAQ

Questions Students Usually Ask

This bundle is a fixed set of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Courses Included section on this page, and click on any title to see detailed course information. Your purchase covers the courses listed here; it does not include access to the rest of our course library.

Stop Searching. Get this Bundle.

7 CPD hours, one certificate, 10-day money-back.

shield10-day money-back·
boltInstant certificate·
verifiedCertificates stored for life