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FA-208

AI for Financial Services & Accounting

For accounting firms, financial advisors, and finance teams to improve reporting, client communication, compliance documentation, and data analysis workflows.

Course levels

Choose the level that fits your team.

Each level is a standalone course you can book independently. Start at Level 1 or jump to the level that matches your team's current capability — no prerequisite required unless noted.

Series total

4 levels

11 weeks · 61h

Level 1 of 4

Level 1 — AI Foundations for Finance & Accounting

2 weeks2 modulesLive online

Book Level 1

Module

Understanding AI in the Canadian Financial Context

Evaluate current AI tools used in Canadian accounting and financial advisory practices against CPA Canada's guidance on technology adoption
Map FINTRAC reporting obligations and identify which compliance tasks are viable candidates for AI-assisted workflows
Assess the risks and limitations of AI outputs in regulated financial environments, including audit trail and explainability requirements

Module

Prompting for Financial Tasks

Write structured prompts to draft client-facing financial summaries, engagement letters, and advisory notes that comply with CPA Canada communication standards
Use prompt chaining techniques to break down complex financial analyses — such as variance analysis and budget-to-actual reviews — into step-by-step AI-assisted workflows
Identify and correct hallucinations and numerical errors in AI-generated financial content using a practical review checklist

Ready to enrol?

Level 1 — 2 weeks, 2 modules.You can add more levels later.

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Duration

11 weeks · 61h

Delivery

Live Online Cohort

Industry

Finance

Credential

Lumera Financial AI Specialist

Code

FA-208

Tools you will use hands-on

Industry-standard AI tools used in live sessions — no prior experience required.

Learning outcomes

What you will learn

Evaluate current AI tools used in Canadian accounting and financial advisory practices against CPA Canada's guidance on technology adoption
Write structured prompts to draft client-facing financial summaries, engagement letters, and advisory notes that comply with CPA Canada communication standards
Configure AI tools to categorize transactions, flag anomalies, and draft reconciliation notes aligned with ASPE and IFRS as adopted in Canada
Use AI to draft and review Suspicious Transaction Reports (STRs) and Large Cash Transaction Reports (LCTRs) against FINTRAC's prescribed format requirements
Query AI tools to research Canadian federal and provincial tax positions, then validate findings against current Income Tax Act provisions and CRA interpretation bulletins
Connect AI tools to structured financial datasets (Excel, CSV exports from accounting software) to perform ratio analysis, trend identification, and cash flow forecasting
Develop AI-assisted financial planning workflows for individual and small business clients, including retirement projections and business succession scenarios under Canadian tax rules
Design an AI use policy for an accounting firm or financial advisory practice that addresses data residency (Canadian privacy law, PIPEDA/provincial equivalents), model bias, and client consent
Develop a phased AI adoption roadmap for a finance department or advisory practice, including change management milestones, staff training plans, and ROI measurement criteria

Ideal participant

Who this program is for

Accountants, bookkeepers, financial advisors, and finance team leads.

Program features

What's included

Live instructor-led sessions

All sessions are delivered live with a dedicated facilitator — not pre-recorded video.

Applied workplace outputs

Every module produces a reusable deliverable you take back to your actual work.

Completion certificate

Receive the Lumera Financial AI Specialist upon successfully completing all program requirements.

Cohort peer learning

Learn alongside professionals from other Canadian businesses facing similar challenges.

Corporate cohort option

Private delivery available for teams of 4 or more — content tailored to your sector.

Post-program resource access

Participants retain access to templates, prompt libraries, and program materials after completion.

Corporate training

Training a team of 4 or more?

We deliver private cohorts for departments and organizations — content adjusted to your sector, your tools, and your team's starting point.

See Corporate Options

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