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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.

checkIncluded with Unlimited Pass — a ready-made path to your 20 CPD hours.
13curated courses
+
20CPD hours
=
1consolidated certificate
·schedule20 CPD hrs·Appropriate for all levels·Published May 25, 2026
Most popular package
13 courses bought separately:Original price: CA$1,195
CA$399
You save CA$796
sellCancel anytime·verified_user10-day money-back

What you will get

  • local_library1-year Unlimited Pass: all CPD courses & packages
  • library_booksThis package: 20 CPD hours, 13 courses
  • verified 1 consolidated certificate for the package
  • bolt Instant access
  • monitoring Built-in credit tracker for your renewal
groups

Team License Available

Train your entire team with volume pricing, centralized billing, and compliance reporting.

Learn about Team License →
13 courses · 20 CPD hours

Package Content

Each course is a standalone module.

NumberCourseHoursCredit Type
011.5 hrs—
021 hr—
031 hr—
042 hrs—
051.5 hrs—
061.5 hrs—
071.5 hrs—
082 hrs—
091 hr—
101 hr—
111 hr—
124 hrs—
131 hr—
  1. 01
    Technology for AccountantsNotebookLM Use Cases for Accountants Garrett WasnyIndividually CA$95
    Hours
    1.5 hrs
    Credit Type
    —
  2. 02
    Technology for AccountantsAI That Counts: The New KPI Framework for CFOsLance RubinIndividually CA$89
    Hours
    1 hr
    Credit Type
    —
  3. 03
    Data Analysis & VisualizationUsing CoPilot to be more productive in ExcelTom FragaleIndividually CA$83
    Hours
    1 hr
    Credit Type
    —
  4. 04
    FraudThe P.E.A.C.E. Framework for Fraud and Financial InvestigationsGary PatzerIndividually CA$55
    Hours
    2 hrs
    Credit Type
    —
  5. 05
    Artificial IntelligenceAI, Excel and Power BI in Forensic AccountingAlessio FacciaIndividually CA$97
    Hours
    1.5 hrs
    Credit Type
    —
  6. 06
    Data AnalyticsData Analytics in Financial Crime InvestigationsFrancisco MainezIndividually CA$99
    Hours
    1.5 hrs
    Credit Type
    —
  7. 07
    Technology for AccountantsAI in Accounting: Challenges and OpportunitiesNick BeaugeardIndividually CA$93
    Hours
    1.5 hrs
    Credit Type
    —
  8. 08
    FraudDetecting and Investigating Financial Statement FraudAndrew FeloIndividually CA$99
    Hours
    2 hrs
    Credit Type
    —
  9. 09
    Artificial IntelligenceAgentic AI in Professional Services - How to use in Law and Accounting FirmsDr Heather AnsonIndividually CA$59
    Hours
    1 hr
    Credit Type
    —
  10. 10
    Data Analysis & VisualizationUsing ChatGPT for Microsoft ExcelCraig BrodyIndividually CA$88
    Hours
    1 hr
    Credit Type
    —
  11. 11
    Leadership SkillsAI at Work: How People, Teams, and Leaders Can Stay AheadAdam MendlerIndividually CA$62
    Hours
    1 hr
    Credit Type
    —
  12. 12
    Ethics for AccountantsAI Ethics for Canadian CPAs 2026David TrahairIndividually CA$177
    Hours
    4 hrs
    Credit Type
    —
  13. 13
    Technology for AccountantsClaude for Workflow Automation in AccountingGarrett WasnyIndividually CA$99
    Hours
    1 hr
    Credit Type
    —
all_inclusive
Every other course is included with your Unlimited PassNeed extra hours or a different topic? Take any course at no extra cost.
If purchased each course individually: CA$1,195Package: CA$399You save CA$796

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$1,195 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$399 for the whole package
  • checkOne progress tracker for all 13 courses
  • checkOne certificate — covers all 13 courses
  • checkTailored to your professional body's requirements
  • checkNeed more? The entire catalog is already unlocked
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

  • workspace_premiumBest Instructor
    Garrett WasnyMA, CMC, CITP/FITP
    150 courses·416 reviews
  • Lance RubinCEO & Founder | Model Citizn
    1 course·89 reviews
  • workspace_premiumBest Instructor
    Tom FragaleMicrosoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall
    58 courses·162 reviews
  • Gary PatzerUS Operations Manager | Forensic Interview Solutions FIS®
    1 course·31 reviews
  • workspace_premiumBest Instructor
    Alessio FacciaAssistant Professor in Finance | University of Birmingham Dubai
    39 courses·40 reviews
  • Francisco MainezSenior Director, Global Head of Financial Crime Strategy | Nium
    5 courses·19 reviews
  • Nick BeaugeardManaging Director | Released | GAICD
    3 courses·151 reviews
  • Andrew FeloProfessor of Accounting at Susquehanna University
    1 course·73 reviews
  • Dr Heather AnsonDirector at Anson Evaluate | Lead Consultant at Digital Law UK
    5 courses·50 reviews
  • Craig BrodyTechnology Trainer and Instructor
    5 courses·64 reviews
  • workspace_premiumBest Instructor
    Adam MendlerMotivational & Leadership Speaker
    46 courses·40 reviews
  • workspace_premiumBest Instructor
    David TrahairAcclaimed Author and On-demand Course Developer
    39 courses·233 reviews
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
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CPD certificate
Data Analytics and AI for CPAs13 courses · 20 CPD hrs
verified
With this package
From verified package buyers

Real Outcomes from Our Students

  • Earned 20 CPD hours
    Rated 5 out of 5

    “Good general basic oversight with a thoughtful foundation and approach”

    NL
    Neville L.
  • Earned 20 CPD hours
    Rated 5 out of 5

    “I learned a lot of good tips”

    JF
    James F.
  • Earned 20 CPD hours
    Rated 4 out of 5

    “pretty good”

    JV
    Jennifer V.
  • Earned 20 CPD hours
    Rated 5 out of 5

    “good content, well paced”

    JH
    J Stephen H.
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 Package Content section on this page, and click on any course 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. Plus a year of unlimited access to all our courses.

  • shield10-day money-back·
  • boltInstant certificate·
  • autorenewCancel anytime