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CERTIFICATE: Copilot for Accountants

Master Microsoft Copilot and practical AI to automate workflows, supercharge financial analysis, and lead your accounting practice with ethical confidence.

12curated courses
+
21CPD hours
=
1consolidated certificate
4.9
(1,202)
·schedule21 CPD hrs·Appropriate for all levels·Published Aug 31, 2026
Most popular package
If you bought each course individually£709
This package£99
You save £610 (86% 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 individually£709
This package£99
You save £610 (86% 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

Do you have questions about your organization's requirements? Read Requirements
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 — 12 times.

  • closeSearch the catalog of 12 courses to find the ones that match your requirements
  • closeBuy 12 separate courses — at £709 if you assembled it yourself
  • closeTrack progress across 12 separate enrollments and dashboards
  • closeDownload 12 different certificates and combine them yourself
→
With this package

One purchase. One certificate. Done.

  • checkOne purchase — £99 for the whole package
  • checkOne progress tracker for all 12 courses
  • checkOne certificate — covers all 12 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkMicrosoft
    7 hrs
  • checkBusiness Ethics
    4 hrs
  • checkArtificial Intelligence
    3 hrs
  • checkTechnology for Accountants
    3 hrs
  • checkData Analysis & Visualization
    1 hr
  • checkTechnology Training
    1 hr
  • checkManagement Skills
    1 hr
  • checkAnti Money Laundering
    1 hr
One certificate, all 21 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 12 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 12 topics & 21 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×12
Without package
→
CPD certificate
CERTIFICATE: Copilot for Accountants12 courses · 21 CPD hrs
verified
With this package
12 courses · 21 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: £709Package: £99You save £610
About

Description

The "CERTIFICATE: Copilot for Accountants" program provides an in-depth curriculum designed to empower accounting, finance, and assurance professionals with the knowledge to leverage artificial intelligence and Microsoft Copilot effectively. As intelligent automation transforms traditional financial workflows, auditing, and client advisory, developing strong AI capabilities alongside rigorous professional judgment has become essential for modern financial practices.

This comprehensive certificate explores practical, tactical applications of AI tools across everyday business operations, specialized accounting research, and enterprise-wide workflow automation. Participants explore how Microsoft Copilot integrates directly with Microsoft 365 applications—including Excel, Word, PowerPoint, Outlook, Teams, and OneNote—to streamline data analysis, automate formula creation, summarize extensive communications, and accelerate complex document generation. The curriculum also delves into multi-platform generative AI research, structured prompt engineering, and the design of interconnected automation pipelines that move beyond isolated tool usage.

Complementing technical proficiency, the program places a strong emphasis on risk management, governance, and professional ethics. It addresses the realities of AI-driven fraud detection, anti-money laundering compliance, sanctions screening, and corporate compliance standards, ensuring practitioners are equipped to lead technological adoption responsibly while maintaining critical oversight, data security, and professional skepticism.

Key areas covered across the program include:

  • Practical integration of Microsoft Copilot across Microsoft 365 tools, including Agent Mode and cross-app functionality.
  • Advanced spreadsheet automation, dynamic charting, and complex data analysis in Excel using natural language prompts.
  • Prompt engineering principles, persona-driven prompting, and the construction of reusable business prompt libraries.
  • Accounting and regulatory research methodologies utilizing frontier AI models and document-grounded analysis.
  • Designing structured, multi-step AI workflows and automation pipelines for professional services environments.
  • Ethics, corporate governance, fiduciary obligations, and risk management strategies for emerging technologies.
  • Investigative techniques and ethical considerations surrounding AI-generated evidence, synthetic content, and fraud prevention.
  • AI-driven compliance solutions for anti-money laundering (AML), false positive reduction, sanctions screening, and beneficial ownership analysis.
  • Strategic leadership, AI literacy, organizational change management, and responsible AI governance.

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·71 reviews
Bigger Brains
workspace_premium
Bigger BrainsPowering Productivity, One Brain at a Time!
104 courses·9 reviews
Tom Fragale
Tom FragaleMicrosoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall
56 courses·79 reviews
Randy Dean
Randy Dean
10 courses·335 reviews
Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.G
Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GMBA Program Director - Telfer School of Management, University of Ottawa
2 courses·247 reviews
Garth Sheriff
Garth SheriffFounder of Sheriff Consulting
43 courses·173 reviews
Nick Beaugeard
Nick BeaugeardManaging Director | Released | GAICD
3 courses·107 reviews
Kyle Patrick Smith
Kyle Patrick SmithFounder & CEO
8 courses·24 reviews
Garrett Wasny
workspace_premium
Garrett WasnyMA, CMC, CITP/FITP
145 courses·157 reviews
Michael Harris
Michael HarrisFinancial Crime Risk and Compliance Specialist
3 courses
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.

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

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