Transform Claude from a basic chatbot into an autonomous digital co-worker. Master AI workflows to automate complex accounting tasks and elevate your firm's advisory services.
You already know what you need to do. The package collapses every step into one purchase.
Structured around your CPD requirements.
Most providers issue you a stack of 2 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.
Each course is a standalone module.
This bundle is designed to help accountants build a strong foundation in using Claude while progressing toward more advanced AI-powered workflows that support modern accounting practice. It focuses on understanding how Claude can be integrated into everyday professional work, enabling accountants to improve efficiency, enhance the quality of financial analysis and documentation, and automate routine tasks while maintaining professional standards.
Learners will begin by developing practical skills in prompt engineering, document analysis, financial research, and working with spreadsheets, contracts, and other business documents. The training then progresses to more advanced capabilities, including reusable AI workspaces, Microsoft 365 integrations, business system connections, and Claude Cowork for intelligent workflow automation. Through practical, real-world examples, participants will learn how to streamline recurring accounting processes, generate reports, organize knowledge, and deploy AI to support compliance, audit, tax, advisory, and financial management activities while applying sound professional judgment, protecting confidential information, and ensuring responsible, ethical use of AI.
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.
5 CPD hours, one certificate, 10-day money-back.
