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PACKAGE: Excel Skills for CPAs 2026

Master advanced Excel techniques tailored for CPAs to streamline financial reporting, eliminate errors, and maximize productivity in 2026.

9curated courses
+
20CPD hours
=
1consolidated certificate
4.9
(2,423)
·schedule20 CPD hrs·Appropriate for all levels·Published Jan 5, 2026
Most popular package
If you bought each course individuallyCA$1,415
This packageCA$499
You save CA$916 (65% 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$1,415
This packageCA$499
You save CA$916 (65% 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 — 9 times.

  • closeSearch the catalog of 9 courses to find the ones that match your requirements
  • closeBuy 9 separate courses — at CA$1,415 if you assembled it yourself
  • closeTrack progress across 9 separate enrollments and dashboards
  • closeDownload 9 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 9 courses
  • checkOne certificate — covers all 9 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkIncome Tax *
    7 hrs
  • checkMS Excel
    3.5 hrs
  • checkEthics for Accountants
    3 hrs
  • checkTechnology for Accountants
    2.5 hrs
  • checkFinancial Reporting & Statements
    2 hrs
  • checkArtificial Intelligence
    1 hr
  • checkBusiness Ethics
    1 hr
One certificate, all 20 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 9 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 9 topics & 20 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×9
Without package
→
CPD certificate
PACKAGE: Excel Skills for CPAs 20269 courses · 20 CPD hrs
verified
With this package
9 courses · 20 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: CA$1,415Package: CA$499You save CA$916
About

Description

This practical CPD package is designed to help Canadian CPAs work faster, think more clearly, and produce more reliable outputs using Excel in a modern accounting environment. It focuses on strengthening core spreadsheet skills while showing how emerging tools like AI can be used responsibly to enhance productivity, analysis, and decision-making. 

The package takes CPAs beyond basic functionality and into the mechanics of how Excel really works—breaking down complex formulas, diagnosing and preventing errors, and adopting keyboard-driven workflows that significantly reduce time spent on routine tasks. Emphasis is placed on improving accuracy, transparency, and confidence in financial models and reports, particularly where Excel underpins tax, reporting, and advisory work.

It also addresses the evolving role of technology in professional practice, exploring how AI tools such as ChatGPT can support Excel-based work without undermining professional judgement or compliance obligations. The content is firmly grounded in real-world accounting use cases, helping CPAs translate technical Excel skills into better outcomes for clients, stakeholders, and internal teams.

Overall, Excel Skills for CPAs 2026 equips practitioners with the technical fluency and practical shortcuts needed to meet increasing demands for speed, accuracy, and insight—making Excel a strategic asset rather than just a calculation tool.

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

Instructors

David Ringstrom
David RingstromCPA, Author, Professional Excel Spreadsheet Trainer and Consultant
44 courses·590 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·202 reviews
Bruce Weinstein
Bruce WeinsteinForbes Contributor The Ethics Guy®
11 courses·811 reviews
Stephen Priddle
Stephen Priddle
32 courses·301 reviews
Jason Fleming
Jason FlemingCPA, CA, M.Acc
20 courses·271 reviews
Garth Sheriff
workspace_premium
Garth SheriffFounder of Sheriff Consulting
43 courses·244 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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