learnformulaTransform your accounting practice with Microsoft Copilot. Automate multi-step workflows, accelerate data analysis, and reclaim time for high-value strategic work.
3 courses · 7 CPD hours
| Number | Course | Hours | Credit Type |
|---|---|---|---|
| 4.5 hrs | — | ||
| 1.5 hrs | — | ||
| 1 hr | — |
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 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.
“The Microsoft Copilot for Word, Excel, and PowerPoint course was very useful in understanding Copilot's capabilities. Especially in Excel. However, I have noticed a few of the file links are wrong while some of the Copilot functions mentioned have changed considerably as of October 2026. I would recommend updating the video periodically to account for these changes and improved AI engines.”
“very good presentation”
“This is a great introductory course to learn about Cowork.”
“Good match”
7 CPD hours, one certificate, 10-day money-back.
