contact us  |  print  |  français  |  log in
my downloads
pay an invoice
my account
Accounting & assurance
Business & finance
CPA Canada Handbook
Information technology
Practice management
Risk & governance
Tax
Other
in all formats

Displaying 18 search result(s)

-Robotic process automation (RPA) for accounts payable and receivable
-Robotic process automation (RPA) for accounts payable and receivable

On Demand - Online course

RPA technology can help your organization achieve higher productivity levels and cost savings. In this online course, learn how to harness the benefits of robotic process automation for work in accounts payable and receivable.

*Special Member Pricing will be displayed for CPA Canada members upon login



CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
-Robotic Process Automation Certificate
-Robotic Process Automation Certificate

Certificate Program - On Demand - Level I

This certificate focuses on robotic process automation benefits and how the use of software robots can enable your business or clients to become more competitive and agile.

*Special Member Pricing will be displayed for CPA Canada members upon login



CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
-Success podcast series: Technology and social trends for CPAs
-Success podcast series: Technology and social trends for CPAs
On Demand - Podcast Series

The CPA profession is evolving. In this podcast series, explore the current trends and hypes around new technology, as well sustainability trends and reporting frameworks that you shouldn’t ignore.

*Special Member Pricing will be displayed for CPA Canada members upon login



CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
-Technology Issues Facing CPAs
-Technology Issues Facing CPAs
(aussi disponible en français)
On Demand - Online Course

This webinar highlights key technology issues facing CPAs today and discusses what CPAs need to know when responding to these trends.

*Special Member Pricing will be displayed for CPA Canada members upon login



CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Blockchain fundamentals certificate
Blockchain fundamentals certificate
On Demand - Online Course

Build a foundation of knowledge in blockchain technology and crypto-assets with this all-new, seven-module program. You’ll learn about practical application, trends, tech controls, best practices, risk management and more..

*Special Member Pricing will be displayed for CPA Canada members upon login


CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
CPA Canada Guide SOC 1® Reporting on Controls at a Service Organization Relevant to User Entities' Internal Control Over Financial Reporting
CPA Canada Guide SOC 1® Reporting on Controls at a Service Organization Relevant to User Entities' Internal Control Over Financial Reporting
(en anglais seulement)

Updated as of September 2019 the CPA Canada Guide SOC 1® Reporting on Controls at a Service Organization Relevant to User Entities' Internal Control Over Financial Reporting is a practical resource for practitioners engaged to report on a service organization’s controls, It will assist practitioners performing engagements under the Canadian Standard on Assurance Engagements (CSAE) 3416, Reporting on Controls at a Service Organization Relevant to User Entities’ Internal Control Over Financial Reporting.

Take your guides with you on your eReader, laptop, smartphone or tablet. SOC Guides are available in convenient and searchable eBook format!

Special Member Pricing will be displayed for CPA Canada members upon login

 
CPA Canada Guide SOC 2® Reporting on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy
CPA Canada Guide SOC 2® Reporting on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy
CPA Canada Guide SOC 2® Reporting on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacyis a practical resource for practitioners engaged to report on the privacy and security of a service organization’s systems

Take your guides with you on your eReader, laptop, smartphone or tablet. SOC Guides are available in convenient and searchable eBook format!

*Special Member Pricing will be displayed for CPA Canada members upon login

 
CPA Canada Guide: Reporting on an Entity's Cybersecurity Risk Management Program and Controls
CPA Canada Guide: Reporting on an Entity's Cybersecurity Risk Management Program and Controls

Learn about the new reasonable assurance engagement practitioners can perform on an entity’s cybersecurity risk management program using System and Organization Controls (SOC) for cybersecurity assurance engagement.

 
Data and Technology Insights: Video Series
Data and Technology Insights: Video Series
On Demand - Video Series

In a digital-first world, many organizations need help modernizing their processes and increasing digital skills. Hear experts from The ONE 2020 discuss the power of data and new technology for CPAs in this five-part video series.

*Special Member Pricing will be displayed for CPA Canada members upon login

Note: This content is identical to the data and technology learning journey bundle from The One conference 2020. If you purchased this bundle or an all-access conference pass the content would be duplicate.


CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Data Preparation: Cleansing, Modelling and Dashboards
Data Preparation: Cleansing, Modelling and Dashboards
On Demand - Online Course

Organizations continue to be exposed to substantial amounts of data. In this course, participants will learn key concepts associated with data cleansing, the importance of data modelling and how to create effective dashboards.

Take it individually or as part of the Data Management Foundations Certificate

*Special Member Pricing will be displayed for CPA Canada members upon login



CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Data Preparation: Introduction to Power BI
Data Preparation: Introduction to Power BI
On Demand - Online Course

In this course, you will learn how to create effective dashboards using Microsoft Power BI. Study the key concepts needed to create data visualizations that share meaningful information with end users.

Take it individually or as part of the Data Management Foundations Certificate

*Special Member Pricing will be displayed for CPA Canada members upon login



CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Excel Certificate Program
Excel Certificate Program

Video Courses

Boost your ability to create functional and dynamic spreadsheets with our redeveloped Excel certificate program, a practical and relevant online education program covering essential Excel knowledge related to business and finance using Microsoft 365. This ten-course program features in-depth information on Excel formulas and functions for conducting data analysis, spreadsheet modeling, financial analysis and more.

The program offers extensive resources, eBooks and practical examples that are all yours to keep as you progress through 10 online courses that are video led. Upon completion of this program, you will be a strong intermediate Excel for Microsoft 365 user. You will also be better positioned in your role to optimally serve your clients or organization.

Courses will be available on demand as follows:

Note: Each on-demand course can also be taken on an individual basis outside of the program if desired.

*Special Member Pricing will be displayed for CPA Canada members upon login*

Taken the previous excel certificate program?

This program has been updated using Excel for Microsoft 365. While many of the core concepts of the previous program have been incorporated, this program features brand new content which includes a course on Data Preparation and Modelling.

Want to know more about how this program differs from our previous Excel certificate program? Please get in touch with our team.


CPA Canada partners with external providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access in-person and virtually. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Excel Formatting Tools to Create Impactful Financial Reports
Excel Formatting Tools to Create Impactful Financial Reports

Video Courses

When you invest time and effort into creating a financial report, you want to make sure it gets read. By using Excel’s formatting tools, you will be able to develop vibrant and professional-looking reports. Discover key tools for making appealing and easy-to-understand diagrams, charts, equations and more. This course provides techniques to help you better engage stakeholders so you can do more than just present numbers — you can deliver the message.

This online video-led course is performed using Excel for Microsoft 365 and includes an eBook and practical examples that are yours to keep.

Note: This course can be taken individually or as part of the Excel certificate program.

*Special Member Pricing will be displayed for CPA Canada members upon login*


CPA Canada partners with external providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access in-person and virtually. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Formulas and Functions for Financial Spreadsheets in Excel
Formulas and Functions for Financial Spreadsheets in Excel

Video Courses

The more you know about Excel formulas and functions, the better equipped you will be to present financial information in meaningful ways. This course provides the basic formulas and functions to transform your Excel sheets into dynamic calculators. You will learn how to apply formulas, build out an income forecasting system and cash flow and balance sheets, and analyze inventory data.

This online video-led course is performed using Excel for Microsoft 365 and includes an eBook and practical examples that are yours to keep.

Note: This course can be taken individually or as part of the Excel certificate program.

*Special Member Pricing will be displayed for CPA Canada members upon login*


CPA Canada partners with external providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access in-person and virtually. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Introduction to data privacy
Introduction to data privacy
On Demand - Online Course

Data privacy is an issue of vital importance to Canadians and organizations. Learn the basics on the legal and regulatory frameworks and what to consider in your organizational planning.

DISCOUNT: Get 15% off until December 31, 2021 and use Ethics2021 at checkout to redeem

*Special Member Pricing will be displayed for CPA Canada members upon login


CPA Canada partners with external virtual platform providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Introduction to Excel: Essential Tools for Creating Spreadsheets
Introduction to Excel: Essential Tools for Creating Spreadsheets

Video Courses

Uncover key Excel features to build spreadsheets that will strengthen your expertise in this essential accounting software. This online course provides an overview of Excel’s user interface and explains areas you should understand before you start working with formulas, tables and other advanced features. The resulting knowledge will enhance your accounting knowledge and get you one step closer to Excel mastery.

This online video-led course is performed using Excel for Microsoft 365 and includes an eBook and practical examples that are yours to keep.

Note: This course can be taken individually or as part of the Excel certificate program.

*Special Member Pricing will be displayed for CPA Canada members upon login*


CPA Canada partners with external providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access in-person and virtually. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 
Les CPA face aux nouveaux enjeux technologiques
Les CPA face aux nouveaux enjeux technologiques
(also available in English)
Formation sur demande - En ligne

MAINTENANT OFFERT EN FRANÇAIS

Ce webinaire porte sur les nouveaux enjeux technologiques qui touchent les CPA et explique ce que ceux-ci doivent savoir pour s’y adapter.

* Pour voir les prix spéciaux qui leur sont offerts, les membres de CPA Canada doivent ouvrir une session.



CPA Canada collabore avec des fournisseurs externes de plateforme virtuelle pour la tenue de ses activités. En vous inscrivant à la présente activité, vous autorisez CPA Canada à transmettre certains de vos renseignements personnels (votre nom, le nom de votre organisation, votre adresse courriel et votre numéro de compte sur la boutiqueCPA) aux parties concernées pour vous permettre d’accéder à l’activité en question. De plus, vous pourriez devoir créer un profil sur une plateforme tierce, où ces renseignements personnels pourraient être vus par les autres participants. Pour en savoir plus sur la façon dont CPA Canada recueille, utilise et communique les renseignements personnels, veuillez consulter sa politique sur la protection des renseignements personnels

 
Logical and lookup functions in Excel
Logical and lookup functions in Excel

Video Courses

Take Excel from a tool that simply reports historical results and configure it to respond dynamically to changes in scenarios and turn your spreadsheets into business intelligence tools.

This course begins with looking at logical functions, from the ISBLANK() function through a variety of others which can be leveraged at key times. Explore reference functions that allow you to pull information from different worksheet cells as required.

This online video-led course is performed using Excel for Microsoft 365 and includes an eBook and practical examples that are yours to keep.

Note: This course can be taken individually or as part of the Excel certificate program.

*Special Member Pricing will be displayed for CPA Canada members upon login*


CPA Canada partners with external providers to deliver this program. By registering for this program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access in-person and virtually. Personal information may include your name, company, email address and Store account number. Also note that you may be asked to create a profile on the external platform that we use to deliver the program, and your information may be visible to other registered attendees on that platform. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.

 

Terms and Conditions | Privacy Policy | Shipping and Store Policies | AODA | Anti-Harassment Policy | Advocacy | Vulnerability Disclosure

Help Desk: Mon-Fri, 9am-5pm ET | 1-866-256-6842 | Contact us

© 2001-2022, CPA Canada | EYEP. All rights reserved.