Common questions about Excel CPD.
Try LumiQ for freeExcel CPD helps Canadian CPAs and finance professionals stay current with Microsoft Excel features, advanced data analysis techniques, and evolving tools like Power Query, pivot tables, and Excel's AI-assisted capabilities. As spreadsheets remain central to financial reporting, budgeting, forecasting, and decision-making, ongoing Excel training directly supports professional effectiveness and efficiency.
Canadian CPAs are generally required to complete a minimum of 20 CPD hours annually (with a portion verifiable) and 120 hours over a rolling three-year period. CPD activities must be relevant to a member's professional responsibilities, and members are responsible for determining applicability under their provincial body's rules. Excel and data analytics continuing education supports CPD relevance for CPAs working in roles where spreadsheets are a core professional tool.
Excel CPD courses commonly cover topics such as:
Excel fundamentals and core Excel functions (SUM, IF, VLOOKUP, XLOOKUP)
Pivot tables and pivot charts for data analysis
Conditional formatting and Excel data visualization
Power Query for importing and transforming data
Advanced Excel formulas and lookup functions
Macros and automation with Excel
Budgeting and forecasting with Excel workbooks
Using Excel for financial modeling and decision-making
Yes. Excel CPD is particularly well-suited for CPAs and finance professionals working in corporate roles-including FP&A, controllership, tax, and internal audit-where Microsoft Excel is used daily for data analysis, financial reporting, and budgeting. Advanced Excel skills directly support efficiency, accuracy, and the ability to deliver more strategic insights to business partners.
Continuing education in data analytics includes learning activities that help finance professionals collect, process, analyze, and interpret data to support business decisions. Excel CPD often overlaps with data analytics continuing education, particularly for courses covering Power Query, pivot tables, advanced Excel functions, and Excel data visualization techniques. As Excel evolves to include AI-assisted features and deeper data connectivity, it remains a foundational tool in any finance professional's data analytics skill set.
Podcasts can deliver superior learning outcomes compared to live webinars and recorded webcasts. Audio-only formats reduce cognitive overload and "Zoom fatigue," allowing your brain to retain information better. Additionally, unlike live or in-person options, you can pause and replay complex concepts as needed for comprehension.
Podcasts also fit your schedule and your life better. Unlike live webinars with fixed start times, podcasts let you earn CPD during your commute, between clients, or whenever works best.
In short, you get the same credit hours with better retention and zero scheduling conflicts.
CPD amounts vary by course. Typically they range from 1 to 2 hours per podcast and 3 to 9 hours for our in-depth, multi-episode learning paths. Each course listing clearly displays the hours you’ll earn upon completion, and hours are awarded once you complete the audio and pass the quizzes.
LumiQ provides structured professional learning activities designed to support verifiable CPD requirements for accounting and finance professionals. Upon completion of an Excel course, LumiQ provides a certificate of completion documenting the learning activity and CPD hours earned.
LumiQ courses meet verifiable CPD requirements for accounting professionals in Canada and internationally. Eligibility and classification of CPD activities are determined by the member and their provincial CPA body. Members are responsible for confirming that a specific course qualifies under their CPD requirements.
Yes. With a LumiQ account you have access to the Tracker. LumiQ Tracker automatically organizes the CPD you earn with LumiQ and allows you to upload CPD from other sources. Certificates of completion can be downloaded at any time.
Yes, we’ve got an app for both Apple and Android devices. Click here to go to the Google Play Store and click here to go to the Apple App Store.
Yes! Sign up for a free trial today and get 3 verifiable CPD credits, no credit card required. To purchase a full subscription, visit our pricing page. If you work for a company with a team of CPAs, or others who may be interested, contact us for team pricing options.






















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