Agentic AI Certificate Series for Tax, Accounting, Audit, Assurance & Finance Professionals

Five 2-CPE modules (10 CPE total) · Practical & tool-agnostic · Credly badge upon completion

$349

No-hassle refunds & transfers

Instant access

Key features:

Five modules (2 CPE each): Foundations, Audit & Assurance, Tax & Advisory, Governance & Risk, and a Hands-On ChatGPT Lab
Practical, job-ready workflows with examples you can apply immediately
Credly badge awarded upon completion of all five modules
Designed for CPAs, auditors, tax professionals, controllers, and finance leaders
Continuously updated as AI standards and regulations evolve

Earn a shareable credential. Complete all five modules to unlock a Credly digital badge you can add to LinkedIn and your resume.

Agentic AI Series for CPAs, auditors, and finance professionals — **Interested in bringing this course into your firm?** Learn more

The Agentic AI Series equips tax, accounting, audit, and finance professionals to work with autonomous, goal-driven AI systems that can perceive, reason, plan, and act with minimal oversight. You’ll learn how these agents differ from traditional automation and generative AI—and how to apply them responsibly across real finance and assurance workflows.

The program includes five modules (2 CPE each)—Foundations, Audit & Assurance, Tax & Advisory, Governance & Risk, and a Hands-On ChatGPT Lab. Content is tool-agnostic and practical, with scenarios, controls, and documentation techniques mapped to relevant standards and emerging regulations. Complete all five modules to earn a Credly digital badge you can share on LinkedIn and your resume. Delivery options include live webinars and on-demand webcasts.

Buying for a team? Contact us for pricing.

Courses in the Agentic AI Series

Agentic AI Foundations for Finance and Accounting

2 CPE Information Technology

Define Agentic AI vs. GenAI/RPA, learn the PRAL loop (Perceive–Reason–Act–Learn), and explore enterprise platforms like Microsoft Copilot, IBM watsonx, and UiPath. Includes a brief agent simulation using ChatGPT.

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Autonomous Agents in Audit & Assurance

2 CPE Auditing

See how agents transform risk assessment, evidence gathering, and control testing. Align workflows with PCAOB/ISA/AICPA standards and design controls to validate, monitor, and document agent behavior.

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Tax & Advisory with Agentic AI

2 CPE Taxes / Specialized Knowledge

Explore agent-led tax compliance, planning, and advisory (e.g., transfer pricing automation, simulations). Address risks around bias, confidentiality, and UPL while aligning to EU AI Act and OECD guidance.

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Governing Agentic AI: Cybersecurity, Data & Risk

2 CPE Information Technology

Apply NIST AI RMF and CSA red-teaming guidance to agent deployments. Tackle prompt injection, data leakage, and model manipulation while mapping to COSO/SOX and evolving regulations.

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Build an AI Agent with ChatGPT: Hands-On Lab

2 CPE Information Technology

A no-code lab using basic ChatGPT to emulate agent autonomy via role-play and structured loops. Design task-specific “agents,” evaluate outputs, and document risks, controls, and ethics.

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Add Series to Cart — $349

Surgent's Agentic AI Series is ideal for professionals who:

Want to apply AI now

Learn practical, job-ready workflows for accounting, audit, tax, and finance—beyond theory and tool lists.

Prefer hands-on (no code) practice

Build and simulate task-specific agents in a guided ChatGPT lab—no special access or coding required.

Work in audit & assurance

See agentic use cases for risk assessment, testing, evidence, and documentation aligned to professional guidance.

Lead tax & advisory work

Explore autonomous workflows for compliance, planning, cross-border issues, and agent-assisted advisory.

Own governance & risk

Put simple AI guardrails in place that meet internal control standards and stay aligned with emerging regulations in the United States and Europe.

Want clear career signaling

Complete all five modules to earn a shareable Credly digital badge for LinkedIn and your resume.

Agentic AI Series FAQs

What is “Agentic AI” and how is it different from Generative AI or RPA?: Agentic AI refers to autonomous, goal-driven systems that can perceive, reason, plan, act, and learn with minimal human intervention (vs. static automation with RPA or single-turn content generation with GenAI). The series shows how to apply agentic workflows in tax, audit, and finance—safely and responsibly.
Who is this series for?: CPAs, auditors, tax professionals, controllers/CFOs, and finance leaders—plus CITP/CISA aspirants and anyone responsible for analytics, governance, or technology adoption in accounting/finance teams.
Do I need coding experience?: No. The series is designed for non-developers. You’ll complete a hands-on lab using basic ChatGPT access (no special setup) to simulate agent behaviors and interaction loops.
Which tools and platforms are covered?: The curriculum is vendor-agnostic and references platforms such as ChatGPT, Microsoft Copilot and IBM Watsonx—focusing on concepts and controls you can apply across tools.
How many courses and credits are included?: The series includes five modules, each worth 2 CPE credits (total 10 CPE). Delivery options include live webinars and on-demand webcasts.
How do I earn the Credly badge?: Complete all five modules in the Agentic AI Series. After completion is verified, you’ll receive a Credly digital badge to share on LinkedIn and your resume.
Are there prerequisites?: No formal prerequisites. A general familiarity with accounting/audit/tax workflows helps you get the most value from scenarios and control mappings.
What standards and regulations are discussed?: We map concepts to relevant guidance (e.g., PCAOB and AICPA standards, the COSO Integrated Framework, and NIST AI RMF for controls and risk management), and discuss emerging regulation such as the EU AI Act and U.S. policy updates at a practical level.
Will the content stay current as AI evolves?: Yes. Surgent updates AI content as standards, tools, and regulations change so your learning remains timely and applicable to current practice.
Can I purchase for a team or firm?: Absolutely. We offer enterprise options and bulk access. Contact our team to tailor a plan to your learners and compliance needs.
Where can I browse related AI courses?: Explore the full catalog of AI offerings here: Artificial Intelligence (AI) CPE Courses.

Agentic AI Certificate Series for Tax, Accounting, Audit, Assurance & Finance Professionals

Courses in the Agentic AI Series