self-paced course
Microsoft Copilot Essentials for Accountants
This hands-on course offers a comprehensive introduction to Microsoft Copilot, guiding you step-by-step through practical real-world applications that streamline accounting and finance tasks, enhance data analysis, and create impactful presentations—all with the help of AI.
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Your Instructor: David Fortin, CPA
What You'll Learn
Course Description:
Who Should Take This Course?
Management Accountants
This course is designed for management accountants who want to integrate AI tools into their workflow, enhancing their ability to provide strategic insights and streamline financial processes.
Finance Professionals
Finance professionals will find this course invaluable for mastering AI-driven tools that optimize data analysis, reporting, and decision-making processes.
Accountants
Accountants looking to stay ahead in the industry will benefit from this course by learning how to use AI to automate routine tasks, improve accuracy, and enhance productivity.
FP&A
FP&A specialists can leverage this course to harness the power of AI for more accurate forecasting, budgeting, and financial modeling, enabling them to deliver deeper insights with greater efficiency.
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Behind the Scenes
Video Lesson Sneak Peek
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Top features
How The Course Works
Self-Paced Learning
Navigate through the course at your own speed, with the freedom to start, pause, and resume lessons whenever fits your schedule.
All-Inclusive Content
Gain access to a wide range of resources, including video lectures, reading material, formula guides, and practical exercises designed for in-depth understanding.
Interactive Quizzes
Test your knowledge as you progress with lesson quizzes that provide immediate feedback, helping reinforce learning and measure improvement. Take a comprehensive final assessment to demonstrate mastery of the subject matter.
NASBA Certification
Upon successful completion, earn a certificate recognized by the National Association of State Boards of Accountancy (NASBA), showcasing your proficiency and dedication to professional excellence, and earn credits towards your annual CPE certification requirements, ie CMA, CPA, CIA, etc.
Meet Your Instructor
David Fortin, CPA
From Public Accounting to FP&A in 2019, David forged a dynamic path in finance. In late 2020, he actively contributed on his first fundraising journey, successfully securing $31M. Now, he’s on a new path - teaching Excel & Microsoft Copilot. In 2024, David was given the highly coveted Microsoft MVP award for his outstanding work in Excel and Copilot.
NASBA Course Information
DELIVERY METHOD
QAS Self-Study
FIELD OF STUDY
Computer Software & Applications
CPE CREDITS
NASBA: 3
KNOWLEDGE LEVEL
Basic
PREREQUISITES
None
ADVANCED PREP
None
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Frequently Asked Questions
How many CPE credits can I earn?
The course will provide 3 NASBA-approved CPE credits upon completion.
Are there any prerequisites for this course?
No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.
How is the course structured?
The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.
Are the lessons live or pre-recorded?
Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.