RADNOR, PA — Surgent CPE, a division of KnowFully Learning Group, introduced a new Agentic AI Certificate Series aimed at helping accounting, audit, tax and finance professionals build practical artificial intelligence skills as the technology reshapes core industry workflows.
The on-demand program includes five modules totaling 10 CPE credits, with participants earning a shareable Credly digital badge upon completion. Surgent said the series is designed to provide clear, accessible instruction on how emerging autonomous AI tools can support work ranging from audit planning and testing to tax research and financial analysis.
“Professionals are looking for clear, accessible guidance on how to use AI responsibly and effectively,” said Elizabeth Kolar, executive vice president and managing director at Surgent. “This certificate series provides practical examples and real-world context so accountants, auditors and tax practitioners can apply AI with confidence while staying ahead in a rapidly changing profession.”
The curriculum includes modules on foundational agentic AI concepts, the use of autonomous agents in audit processes, the application of AI in tax and advisory work, governance and risk considerations, and a hands-on lab where learners build a task-specific AI agent using prompt-based tools.
“Agentic AI brings new opportunities for efficiency and workflow transformation,” said Jack Castonguay, vice president of learning and development at Surgent. “This series gives professionals a clear starting point, practical examples and hands-on practice, making AI adoption more approachable for accountants in all lines of service and firms of all sizes.”
Surgent said the $349 certificate program is intended for CPAs, auditors, tax practitioners, controllers and finance leaders seeking job-ready AI capabilities. The content is tool-agnostic and requires no coding experience, making it applicable whether firms use ChatGPT, Microsoft Copilot or other AI platforms.
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