Mastering Microsoft Copilot
AICPA & CIMA
Last updated September 7, 2026
Mastering Microsoft Copilot is a self-study course from AICPA & CIMA on getting reliable results out of Microsoft's assistant. It covers how Copilot compares with other AI offerings and which tasks it is poorly suited to, its approach to information security and privacy, and how to bring company data into it safely. The practical core is prompting and integration: writing prompts that return what was actually asked for, and using Copilot across Microsoft 365 applications to analyze data, manage an email load and summarize meetings. The stated prerequisite is basic computer literacy. It is a paid course, taken online.
What you'll learn
- How Copilot compares with ChatGPT, Gemini and other assistants
- Copilot's information security and privacy model
- Bringing company data into Copilot safely
- Writing prompts that return the intended result
- Integrating Copilot across Microsoft 365 applications
- Recognizing tasks Copilot is not well suited to
Frequently asked questions about Mastering Microsoft Copilot
Who is Mastering Microsoft Copilot for?
Business professionals who use or plan to use Microsoft Copilot and are comfortable with everyday computer work.
Is Mastering Microsoft Copilot free?
No — Mastering Microsoft Copilot is a paid course.
What are the prerequisites for Mastering Microsoft Copilot?
Fundamental knowledge of basic computer operations.
Why we suggest this course
For people already working in Microsoft 365 who want Copilot to be more than a fancier autocomplete. The security and privacy material is the reason to choose this over a generic tutorial, since what a business can safely put into an assistant is the question that stalls most adoption. One thing to know: this is general business training rather than accountancy training, and the provider rates it above beginner level.