Copilot Essentials: From AI Beginner to Proficient (On-Demand - CPABC)
Former Title: Microsoft Copilot Essentials: From AI Beginner to Proficient
Overview
This comprehensive course takes CPAs from Copilot fundamentals to advanced productivity. Participants will master secure AI usage, effective prompt writing using the GCES formula, and Copilot across Excel, Word, PowerPoint, Outlook, and Teams. The course culminates with building custom Copilot Agents to automate repetitive tasks, freeing up hours each week for higher-value strategic work.
Access expires 180 days from purchase date |
Applicable for
Content
- Students will learn the foundations of Microsoft Copilot, including licensing options, data security, and how AI works behind the scenes.
- Students will master the GCES prompting formula (Goal, Context, Expectation, Source) to get consistently better results from Copilot.
- Students will discover game-changing features such as PDF analysis, HTML dashboard creation, image generation, Copilot Notebooks and meeting transcript summarization.
- Students will learn how to use Copilot effectively across Microsoft 365 apps including Excel, Word, PowerPoint, Outlook, and Teams.
- Students will understand what Copilot Agents are and how to build their first custom agent to automate repetitive tasks.
Please note that there is content overlap between this course and Build Your First Microsoft 365 Copilot Agent.
Course Content Created: February 2025
Course Content Updated: August 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Fortin, CPAAbout This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 4
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 6
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Copilot Essentials: From AI Beginner to Proficient (On-Demand - CPABC)
Former Title: Microsoft Copilot Essentials: From AI Beginner to Proficient
- 4
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 6
- Credits
Overview
This comprehensive course takes CPAs from Copilot fundamentals to advanced productivity. Participants will master secure AI usage, effective prompt writing using the GCES formula, and Copilot across Excel, Word, PowerPoint, Outlook, and Teams. The course culminates with building custom Copilot Agents to automate repetitive tasks, freeing up hours each week for higher-value strategic work.
Access expires 180 days from purchase date |
Applicable for
Content
- Students will learn the foundations of Microsoft Copilot, including licensing options, data security, and how AI works behind the scenes.
- Students will master the GCES prompting formula (Goal, Context, Expectation, Source) to get consistently better results from Copilot.
- Students will discover game-changing features such as PDF analysis, HTML dashboard creation, image generation, Copilot Notebooks and meeting transcript summarization.
- Students will learn how to use Copilot effectively across Microsoft 365 apps including Excel, Word, PowerPoint, Outlook, and Teams.
- Students will understand what Copilot Agents are and how to build their first custom agent to automate repetitive tasks.
Please note that there is content overlap between this course and Build Your First Microsoft 365 Copilot Agent.
Course Content Created: February 2025
Course Content Updated: August 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Fortin, CPAAbout This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.