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Vetted and reviewed
Every course is reviewed by credentialed professionals before it ships. No AI-generated filler, no unchecked claims, no content that has never met a real engagement.
··The AI CPE Academy
Grounded AI
education for
the profession.
Vetted, practitioner-led training that shows how working CPAs and credentialed professionals actually use AI on real client work, built for the accounting and finance profession.
Practical, defensible methods: built on real client work and reviewed by people who do it.
Free to join during early access, for credentialed professionals and the students, new grads, and career changers entering the field.
01·The gap
The profession is being told to adopt AI. It has nowhere grounded to learn how.
Walk the trade press and the vendor demos and you will find no shortage of AI content. What you will not find is guidance grounded in the realities of a working engagement, written by people who carry a license and use these tools on real client work.
The question is no longer whether AI belongs in the work. It is who you trust to teach you how.
What you will not get here
- ·Vendor pitches dressed up as education
- ·Generic AI courses that never saw an engagement
- ·“60 ways to use a tool” marathon videos
- ·Hype, doomerism, or AI-generated filler
- ·Theory with no output you can use Monday
02·Our standard
A higher bar for
what counts as good.
Anyone can publish an AI course. The Academy exists because the bar for trustworthy, profession-specific guidance is much higher, and almost nobody is clearing it.
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Taught by practitioners
Instructors are working CPAs and credentialed professionals showing how they actually use AI in their own practice, not vendors, not consultants selling a platform.
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Learn by doing the work
Every course starts from a real task, a return to review, a memo to draft, a policy to write, and you build the usable output during the session, not after it.
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Built for the work
Confidentiality, judgment, independence, and documentation are first-class concerns. You leave with templates, checklists, and prompts you can adapt the same week.
03·The catalog
Courses built to count for your credential.
Designed to map to continuing-education requirements across CPA, CFE, CVA, and CFP, plus a foundations track for those entering the field. Every course is in progress; the first is available self-paced, and no course awards CPE credit until sponsorship is approved.
/ 01In progress · join waitlist
AI for the Credentialed Professional
Practical Uses, Risks & Policy Controls
Identify safe AI use cases, recognize the failure modes, protect confidential client data, and build firm-level policy, in two hours, with a complete toolkit you can adapt the same week.
- Designed for
- CPA · CFE · CVA · CFP
- Format
- 2 hrs · Basic · Self-paced online
/ 02In progress · join waitlist
AI & Professional Ethics
Confidentiality, Judgment & Independence
A focused ethics session on confidentiality, independence, and judgment risks when using AI in regulated engagements across credentialed disciplines.
- Designed for
- CPA · CFE · CVA · CFP
- Format
- 2 hrs · Basic · Live online
/ 03In progress · join waitlist
AI-Native Workflow for Small Firms
Templates, Prompts & Review Procedures
Build an AI-assisted workflow for tax prep, document review, and client communication, without losing professional judgment.
- Designed for
- CPA · CVA · CFP
- Format
- 2 hrs · Intermediate · Live online
/ 04Planned · join waitlist
AI Foundations for the Next Generation
For students, new grads & career changers
What AI actually is, what it can and cannot do in accounting and finance, and how to build real, durable skill from the first day of your career.
- Designed for
- Foundational · no credit
- Format
- 1.5 hrs · Introductory · Self-paced
04·Who this is for
Built for the profession at every stage of the career.
The people entering the profession deserve a grounded start as much as veterans deserve a trusted upgrade. The Academy serves both: practitioners who carry the work, and everyone building toward it.
- 01CPAs, solo and small-firm↗
- 02CFEs, CVAs, CFPs and other credentialed pros↗
- 03Tax, bookkeeping, CAS and advisory staff↗
- 04Firm owners and managers setting AI policy↗
- 05Accounting and finance students↗
- 06New graduates and career changers entering the field↗
05·FAQ
Common questions.
- What makes this different from other AI courses?
- Every course is vetted and reviewed by credentialed professionals and taught by practitioners using AI on real client work. No vendor pitches, no generic theory, no AI-generated filler.
- Is this just for CPAs?
- No. It's built for the whole profession: CPAs, CFEs, CVAs, CFPs, and firm staff, plus students, new grads, and career changers entering the field.
- Do I need to use a particular AI tool?
- No. We show real tools in real workflows because that's how people learn, but the lessons teach transferable judgment, not a product. Nothing depends on one vendor.
- Will this count toward my CPE requirement?
- The pilot is professional training, not yet formal CPE. The Academy is designed to be CPE-ready; approval submissions begin after the pilot.
06·Join the Academy
Be part of building the trusted place to learn.
Create a free account to unlock the growing library of essays and the firm AI toolkit, and to use the concierge to find your way around. Free during early access. Once you’re in, you can also join the live pilot cohort from your library.
The Academy is designed to be CPE-ready, but it is not yet an approved or registered CPE sponsor: completing a course earns a Certificate of Completion, not CPE credit, until sponsorship is approved. Final credit, field of study, and approval depend on the registered sponsor and delivery method, and approval submissions begin after the pilot. Join the waitlist for credit confirmations as they're approved. See the catalog →