This hands-on course helps CPAs and finance professionals leverage Microsoft Copilot agents. With real-world examples, you'll learn how to use agents already built by Microsoft such as the Researcher and Analyst agent and how to build your own Microsoft Copilot Agent.

We are in an era where AI is changing how financial work gets done. Every CPA should embrace AI in their day-to-day workflow to save precious hours.

This course gives CPAs practical, hands-on training with AI tools already built into Microsoft 365. It empowers them to write Excel formulas faster, improve data insights, and stay ahead in a fast-changing profession.

The course also briefly covers ChatGPT, a widely known AI tool that can help you complete Excel tasks more efficiently. Beyond Copilot and ChatGPT, the course will broaden your horizons with other AI tools you may have never heard of. These tools can help you do more with less.

This course is perfect for you if:

• you open Excel and freeze because you forgot the formula (again)
• you’ve seen the Copilot button but have no idea what to type
• you want to impress your boss with dashboards but don’t want to spend 8 hours on it
• you’re tired of copying/pasting from reports and just want a faster way to work
• you want practical AI skills that actually save time, not another boring theory

It is intended for CPAs, financial analysts, auditors, and controllers with beginner to intermediate AI skills who want to learn how to use Microsoft Copilot Agents to save time and get the most out of them in a faster way.

This course requires a paid Microsoft Copilot license.

• Learn what an AI Agent is and how to get started with Microsoft Copilot Agents.
• Discover how to use Microsoft’s built-in Copilot Agents, such as the Researcher and Analyst Agent
• By the end of this course, you’ll be able to create your own Agent to make repetitive tasks easier and faster
• Understand how Microsoft Copilot Agents behave, how to build them, what to include as instructions and knowledge, and how they differ from the regular Copilot Chat experience
• Get practical ideas for new Agents you can create to make your day-to-day work as a CPA more efficient

Course Content Created: November 2025

Presenter

About This Product

On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.