Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Your Learning. Your Schedule. Your Bundle.
Take control of your professional development with our 10‑Hour Build Your Bundle - the faster, smarter way to earn PD hours while focusing on what matters most to you.
Select three on‑demand courses from high‑impact topics like: Ethics, Leadership & Professional Skills, Accounting, Finance, AI, Technology, and Excel.
What Makes This Bundle Better?
- 10 PD hours – all in one purchase.
- Curated options so you don’t waste time searching.
- Anytime access with self‑paced on demand learning.
- Total flexibility to build a bundle that fits your goals.
- Up to $350 in savings compared to buying courses individually.
One bundle. Total flexibility. Real value.
Review Available Courses For Your 10 Hour Build Your Bundle
Choose your three courses from the list below. These on demand courses were handpicked across our top categories.
Note: Courses availability is subject to change.
Accounting
01
Cash Flow Cycles and Analysis
2.5 PD Hours
In this course, you will look at how companies manage their cash flow.
This course introduces learners to the basic concepts and techniques needed to create accurate and reliable forecasts.
In this course, you will look at how to create a clear financial strategy for not-for-profit organizations.
This course will look at how to read key financial statements including the balance sheet, income statement and the statement of cash flows.
This course will provide an update of the accounting standards applicable to Not-for-Profit Organizations (NFPOs).
Audit & Assurance
01
Compilation Hot Topics (CSRS 4200)
1 PD Hour
The purpose of this course is to tackle hot topics related to carrying out compilation engagements in accordance with CSRS 4200.
This course will help auditors gain a deeper understanding of the requirements of CAS 315.
This course will address how to perform and document each step including understanding the various types of analytical procedures, determining their suitability, developing expectations and investigating differences.
This course will address hot topics in performing a review engagement in accordance with CSRE 2400.
This course will help auditors appreciate the CAS requirements and how to meet them.
Data, Technology & Innovation
01
AI for Financial Reporting and Compliance
2 PD Hours
Ideal for finance professionals, this course prepares you for a tech-driven future in accounting, emphasizing ethical use, continuous learning, and adaptability in a rapidly evolving field.
This course provides a concise overview of how CFOs and comptrollers can leverage ChatGPT Agent to revolutionize their financial leadership, automate critical workflows, and amplify strategic oversight.
This course delivers a streamlined introduction to the 2025 updates to ChatGPT, focusing on how the latest AI breakthroughs can be integrated into structured, revenue-generating workflows for audit, tax, and advisory professionals.
In this course, you will explore the fundamentals of Artificial Intelligence (AI) and data analytics, learning how to apply them to financial decision-making.
This course equips leaders to leverage data, AI and other technologies, and social science.
This course is a CPA-specific guide to using Copilot inside the Microsoft 365 apps you already rely on to learn how to save time, improve accuracy, and elevate the quality of your work using the latest AI features.
In this course, you’ll move beyond the hype to see exactly how tools like Microsoft Copilot, ChatGPT, Gemini, Perplexity, and NotebookLM can transform everyday accounting work, from data analysis and research to writing, planning, and communication.
Ethics
01
Create an Ethical Workplace
3.5 PD & Ethics Hours
This course will walk you through what "ethics" really means, and how to build it into your organization, your people, your managers, and your day-to-day work life.
This course will help CPAs strengthen their ethical compass and decision-making skills in dealing with unforeseen challenging situations in the workplace.
This course provides a comprehensive understanding of how to manage risk, utilise data within an enterprise risk management (ERM) framework, and uphold strong ethical principles.
This course is a provocative discussion of ethical issues in accounting and finance and their resolution focusing on an important component, your gut instinct.
In this course, you will discuss why ethics matters within an organization, the key elements of business ethics, and what contributes to a strong ethical culture within the organization.
Finance
01
Cash Cows, Pigs and Jackpots: The Simplest Personal Finance Strategy Ever
3 PD Hours
This course will delve into a much better wealth management strategy, The Cash Cow Strategy, that focuses on the cash flow implications of everything you acquire from now on rather than where they go on a net worth statement.
This course explores the key factors that drive bond valuations, focusing on how issuer creditworthiness and market interest rates impact bond prices.
This course provides accounting and finance professionals with a practical and comprehensive introduction to debt securities.
In this course, you will look at the components which make up a business plan by working through a practical case study.
This course will explain fixed income fundamentals and cover the key features of a bond such as par value, coupon, yield curves, and credit spreads.
In this course, we will cover the three most common valuation methodologies: comparable company valuation, precedent transaction valuation and discounted cash flow valuation.
In this course, you will learn how the loan covenants are used in the lending process.
Leadership & Professional Skills
01
Achieve Dynamite Meetings
3.5 PD Hours
This course is about how to design an overall system of meetings that does what your organization needs it to, and how to make each meeting function optimally for those involved.
This course helps you build the skills required in order to integrate coaching into your management style.
This course will provide you with the tools to be innovative and adaptable when building a team.
The ongoing popularity and utility of email also comes at a price; many professionals suffer under excessive email volume and irrelevant or unclear messaging. In this course you'll see how to effectively use this medium for better communication — and do so without causing conflict.
In this course, you'll learn how to make better use of your time and determine where your priorities lie.
In this course, you will learn how to use design thinking to assess complex issues, identify their underlying causes, brainstorm fixes and implement the best possible solutions.
In this course you will learn how you can set up a framework for team happiness through key factors such as how to create a positive atmosphere, measure team happiness and well-being, and how you can best deal with people when they're unhappy or burned out.
This course will help you understand what psychological safety is and is not, and give you the tools to evaluate your team.
This course will help you to do that by looking at how to work towards similar goals, harness differences, manage conflicts and work better together remotely.
Humans are wired to fear and avoid uncertainty, but this course shows how embracing it properly is a competitive advantage.
This course helps you handle the critical period following job loss with confidence and clarity. It offers practical strategies to manage emotions, set financial priorities, and rebuild your professional path.
This course looks at the typical interpersonal behavioral issues that can hold the most capable leaders back from achieving even more. It helps them identify problems, request and truly listen to feedback, involve others in their progress, and stay accountable for their growth.
Software & Tools
01
Advanced Excel Formulas & Functions
2.5 PD Hours
This advanced Excel training course starts with a blank spreadsheet and quickly dives into using combinations of functions and formulas to perform dynamic analysis.
This course will help you learn the basic functions to perform statistical analysis on data sets in Excel 365.
This basic excel course will explore 3D images, chart improvements and co-authoring capabilities for sharing workbooks.
This intermediate excel course will explore the enhancements for 2019 including six new or improved functions, new form capabilities and the ability to create automated workflows.
This advanced excel course will cover the improved Power Query tool, the use of JavaScript to build custom functions and the ability to personalize the default PivotTable template.
Learn the Excel 2021 basics: Create and format professional-looking spreadsheets; calculate totals, build simple formulas; and more.
Learn how to create, edit, and format professional-looking charts so you can present complex data in a way that is meaningful to your audience. Understand the options that are most important when printing or electronically distributing data from Excel.
Learn how to create PivotTables, modify their structure and formatting, use timelines, and group values. Once you’ve mastered PivotTables, you’ll discover there are a variety of ways you can use them to add value to your projects.
Through interactive tutorials and simulation-based exercises learn how to use Zoom to host and participate in online video meetings.
Sustainability & ESG
01
ESG and the Board
2.5 PD Hours
This course will explore the critical intersection between ESG and corporate governance, examining how oversight responsibilities evolve in response to stakeholder expectations and regulatory pressures.
This course ensures that credit professionals will understand the impact sustainability practices can have on a company's risk profile and on a firm's disclosure practices when dealing with ESG lending.
This is a foundational course designed to equip CPAs and finance professionals with the knowledge and insight to navigate the evolving landscape of Environmental, Social, and Governance (ESG) practices.
In this course, you will explore systems thinking and the importance of context in ESG.
This course offers a practical roadmap for embedding Environmental, Social, and Governance (ESG) priorities into organizational performance management.
This course equips professionals with the skills to navigate the evolving landscape of ESG reporting with precision and strategic insight.
This course empowers professionals to strategically incorporate Environmental, Social, and Governance (ESG) risks into enterprise risk management frameworks.
This course provides a comprehensive exploration of Environmental, Social, and Governance (ESG) principles and their strategic relevance in modern business planning.
Trade & Economic Growth
01
2025 Federal Election: Tax Promises
1 PD Hour
This course provides an overview of potential tax implications that may arise as a result of the 2025 Federal election.
This on-demand course provides a practical and accessible framework for understanding the fundamentals of investing, common tax planning myths related to investments, and how accountants and financial planners can work together to optimize outcomes.
This course delves into the structural issues outlined in CPA Ontario’s Meeting the Moment report, offering CPAs practical tools and frameworks to assess economic vulnerabilities, advise on productivity-enhancing investments, and implement governance practices that align with long-term value creation.
This course will share insights and strategies to help small and medium-sized businesses navigate trade disruptions and build resilience.
This course will examine how trade policies (tariffs, trade agreements) and economic indicators influence business performance.
Who Will Benefit
This bundle will provide CPAs with a diverse learning experience. Select courses covering technology, accounting, finance, leadership, ethics, software, sustainability and trade & economic growth.
Other Customizable Bundles Designed For You
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, with this on demand bundle, not all courses will be compatible. For the best learning experience, we suggest you use your computer.
How to Access the Bundle
NOTE: Following your purchase you'll receive an email explaining how you can purchase 3 courses from your selected Build Your Bundle.
This bundle contains on demand courses. These courses are available 24 hours a day, 7 days a week. Once registered for the courses, you can access the material at any time. However, you will only have access to the course for 90 days after REGISTRATION. It is recommended that you select one course at a time to ensure you have sufficient time to view the content. All courses must be selected by December 31, 2026.
Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.