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Data Analytics and AI for CPAs

Transform manual workflows into strategic intelligence using AI and data analytics. Master automation, financial forensics, and ethical governance to future-proof your CPA practice.

13curated courses
+
20CPD hours
=
1consolidated certificate
4.9
(440)
·schedule20 CPD hrs·Appropriate for all levels·Published May 25, 2026
Most popular package
If you bought each course individuallyCA$1,194
This packageCA$499
You save CA$695 (58% 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 package
If you bought each course individuallyCA$1,194
This packageCA$499
You save CA$695 (58% 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 Package Replaces

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

Without this package

Searching, tracking, filing — 13 times.

  • closeSearch the catalog of 13 courses to find the ones that match your requirements
  • closeBuy 13 separate courses — at CA$1,194 if you assembled it yourself
  • closeTrack progress across 13 separate enrollments and dashboards
  • closeDownload 13 different certificates and combine them yourself
→
With this package

One purchase. One certificate. Done.

  • checkOne purchase — CA$499 for the whole package
  • checkOne progress tracker for all 13 courses
  • checkOne certificate — covers all 13 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkTechnology for Accountants
    4 hrs
  • checkFraud
    4 hrs
  • checkEthics for Accountants
    4 hrs
  • checkArtificial Intelligence
    3.5 hrs
  • checkData Analysis & Visualization
    2 hrs
  • checkData Analytics
    1.5 hrs
  • checkLeadership Skills
    1 hr
One certificate, all 20 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 13 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 13 topics & 20 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×13
Without package
→
CPD certificate
Data Analytics and AI for CPAs13 courses · 20 CPD hrs
verified
With this package
13 courses · 20 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: CA$1,194Package: CA$499You save CA$695
About

Description

Artificial intelligence and advanced data analytics are fundamentally redefining the accounting and finance professions. The Data Analytics and AI for CPAs package provides a comprehensive exploration of how modern financial professionals can leverage cutting-edge technologies to automate complex workflows, uncover hidden financial patterns, and drive strategic decision-making. This collection strips away the hype, offering a grounded perspective on transforming everyday accounting practices into highly efficient, AI-driven operations while maintaining the rigorous verification standards required in the industry.

The curriculum explores a wide array of intelligent systems and analytical methodologies tailored specifically for financial environments. The materials detail practical applications of leading AI assistants, including Microsoft Copilot, ChatGPT, Anthropic Claude, and Google NotebookLM, illustrating how to streamline spreadsheet analysis, generate actionable insights from unstructured data, and automate routine data entry. The content also delves into advanced data analytics and globally recognized investigative models, highlighting the forensic techniques needed to detect financial statement fraud, investigate financial crimes, and build defensible cases without compromising audit trail quality.

Major themes and concepts covered throughout this package include:

  • The distinction between generative and agentic AI models and their integration into professional services
  • Advanced spreadsheet automation, custom macro generation, and data cleaning using ChatGPT and Microsoft Copilot
  • Building trusted research environments and automated reporting workflows with Google NotebookLM and Claude
  • Forensic analytics, Power BI dashboards, and anomaly detection methodologies like Benford's Law and the Beneish M-Score
  • The globally recognized, non-confrontational framework for investigative interviewing and memory-compatible questioning
  • New performance metrics, return on investment calculations, and financial governance for leaders adopting AI
  • Ethical considerations, algorithmic bias, deepfake fraud prevention, and the non-delegable duty of care in the algorithmic age

By bridging the gap between technological innovation and practical utility, this package emphasizes critical judgment, out-of-band verification protocols, and responsible technology usage. The discussions ensure that CPAs, chief financial officers, auditors, and forensic accountants are fully prepared to safely deploy autonomous tools, mitigate financial risks, and turn workplace disruption into a sustainable competitive advantage.

  • 100% Online
  • Includes 4 hours of mandatory ethics training

Instructors

Garrett Wasny
workspace_premium
Garrett WasnyMA, CMC, CITP/FITP
141 courses·184 reviews
Lance Rubin
Lance RubinCEO & Founder | Model Citizn
1 course·30 reviews
Tom Fragale
workspace_premium
Tom FragaleMicrosoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall
56 courses·34 reviews
Gary Patzer
Gary PatzerUS Operations Manager | Forensic Interview Solutions FIS®
1 course·11 reviews
Alessio Faccia
workspace_premium
Alessio FacciaAssistant Professor in Finance | University of Birmingham Dubai
33 courses·12 reviews
Francisco Mainez
Francisco MainezSenior Director, Global Head of Financial Crime Strategy | Nium
5 courses·9 reviews
Nick Beaugeard
Nick BeaugeardManaging Director | Released | GAICD
3 courses·32 reviews
Andrew Felo
Andrew FeloProfessor of Accounting at Susquehanna University
1 course·20 reviews
Dr Heather Anson
workspace_premium
Dr Heather AnsonDirector at Anson Evaluate | Lead Consultant at Digital Law UK
5 courses·18 reviews
Craig Brody
workspace_premium
Craig BrodyTechnology Trainer and Instructor
5 courses·19 reviews
Adam Mendler
workspace_premium
Adam MendlerMotivational & Leadership Speaker
41 courses·21 reviews
David Trahair
workspace_premium
David TrahairWriter, Trainer, On-demand Course Developer and Acclaimed Author
35 courses·46 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 for the duration of your active package.

FAQ

Questions Students Usually Ask

This package is a bundle 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. In addition, you'll receive unlimited access to our entire course library, so you're not limited to just the courses included in the package.

Stop Searching. Get this Package.

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

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