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ARTIFICIAL INTELLIGENCE CPE FOR FIRMS

Position Your Firm at the Forefront of AI-Driven Accounting

Train your teams to master AI tools, automate routine work, and deliver smarter client insights — all while earning CPE credit.

Build Firm-Wide, Job-Ready AI Skills
Surgent’s industry-leading AI CPE library—featuring our new Agentic AI Series—helps firms upskill teams with the tools reshaping accounting, audit, tax, and finance. Your staff earns CPE credit while gaining real-world, applied AI expertise.

  • 30+ hours of AI Courses today
  • Hands-on and practical—not just theory
  • Covers ethics, audit, tax, Excel/analytics, and cybersecurity

AI Training for Accounting and Tax Firms

Browse AI CPE Courses Get Started With AI Training

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Ready to simplify CPE for your team? Complete the form and a Surgent expert will contact you to discuss tailored CPE solutions for your firm.

Why AI Training Matters for Firms

 

AI is reshaping the accounting profession faster than ever. Firms that upskill now will unlock efficiency, compliance, and advisory excellence, before competitors catch up. Learn job-ready skills you can apply in accounting, audit, tax, and finance—while earning credits in flexible formats that fit your schedule.

 

AI Foundations Build core AI literacy for CPAs and finance pros—concepts, use cases, and responsible adoption.
Generative AI & ChatGPT Learn prompt engineering, workflow design, and practical applications using everyday tools.
Excel & Analytics Combine AI with Excel and data analytics to automate, model, and visualize faster.
Ethics & Regulation Stay compliant with evolving AI laws, professional standards, and ethical use.
Audit & Assurance Explore agent-assisted testing, evidence gathering, documentation, and governance.
Tax & Advisory Use agentic workflows in compliance, planning, cross-border issues, and client advisory.
Cybersecurity & Risk Mitigate risks like prompt injection, data leakage, and model drift; map controls to frameworks.
More AI CPE Courses

Largest AI CPE Catalog

30+ courses designed to upskill your entire staff, from associates to partners, with over 47 hours of firm-ready AI education.

Applied Learning

Applied, Hands-On Learning

Move beyond theory—practice real AI workflows you can use on the job tomorrow.

Flexible Formats

Flexible Formats

Live webinars and on-demand options so your team can learn anytime, anywhere.

Expert Instructors

Expert Instructors

Led by recognized practitioners and faculty—practical insights, not vendor demos.

Always Up to Date

First to Market

Your teams stay current as AI tools, accounting standards, and regulations evolve—no extra management effort required.

Beyond Compliance

Beyond Compliance

Earn credit while developing career-building AI skills in audit, tax, and finance.

Timely, Practical AI Training for Firms

AI tools and accounting standards evolve fast. Surgent keeps your team’s training current and relevant—so your firm stays compliant, competitive, and future-ready.

Agentic AI overview

What Is Agentic AI and Why It Matters for Firms

Agentic AI systems can perceive, reason, plan, act, and learn with minimal human intervention. Our new Agentic AI Series shows how these autonomous agents are reshaping audit, tax, and finance—and how firms can govern their use responsibly.

Your Teams Will Learn:
  • Foundations of agentic systems and firm-relevant use cases
  • How audit, tax, and advisory workflows evolve with agent assistance
  • Risk, governance, and control frameworks firms need to manage AI responsibly
Explore Agentic AI Courses

Agentic AI Series: Autonomous Systems for Accounting

Learn how autonomous, goal-driven AI agents (perceive → reason → plan → act → learn) are reshaping accounting, audit, tax, and finance. This five-course series focuses on practical workflows, governance, and real-world controls—built for CPAs and finance professionals.



Explore Agentic AI Courses Browse All AI CPE

An AI CPE Library Built for Firm-Wide Learning

30+ AI CPE courses
25+
AI CPE Courses
Foundations, ChatGPT, generative AI prompting, Excel & analytics, ethics, audit, tax, and cybersecurity—updated as the field evolves.
47+ total AI CPE hours
47+
Total AI CPE Hours
Earn your annual requirement through AI-focused learning with practical, job-ready outcomes.
5-course Agentic AI series
5
Agentic AI Courses
A focused series for tax, audit, and finance—foundations, assurance, tax/advisory, governance & risk, and a hands-on ChatGPT lab.
10+ AI topic areas covered
10+
AI Topic Areas
Foundations, generative AI, prompt writing, Excel & analytics, ethics, audit, tax, cybersecurity, governance & compliance, and more.
View AI CPE for Firms Catalog

AI Compliance, Ethics & Risk—Kept Current for Firms

Help your teams apply AI responsibly across accounting, audit, and tax. Surgent continuously updates AI CPE content as standards evolve—so your firm stays compliant, current, and confident.

AI Ethics for Accountants

Bias, confidentiality, and professional responsibilities when using AI in practice.

Example course: AI and Data Ethics in Accounting (ETA2) • 2 CPE

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Regulation & Policy

Global and U.S. developments shaping AI use for finance and accounting teams.

Example course: Navigating AI Compliance: The EU AI Act (AIC2) • 2 CPE

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Cybersecurity & Risk

Threats, controls, incident response, and governance for AI-enabled workflows.

Examples: Generative AI & Cybersecurity (CYG2), Incident Response in AI-powered Cybersecurity (CYC2) • 2 CPE each

View CYG2 View CYC2



View All AI CPE

Our customers say it best.

“I have been a CPA for more than 30 years. These are the best webinars I have ever purchased. Thank you.”

Richard, CPA

“We recently switched from a competitor specifically because you offer more than 'just the basics'.”

Jennifer, CPA

“I will take more Surgent courses based on this one.”

Edward, CPA

Ready to Build AI Skills Across Your Firm?

Explore Surgent’s growing library of AI CPE courses—including the new Agentic AI Series—to help your teams master real-world tools for accounting, audit, tax, and finance.

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