··The catalog
The Academy is designed to be CPE-ready across CPA, CFE, CVA, and CFP, with a foundations track for students and newcomers. Filter to see what each course is built for. Every course is in progress; no course awards CPE credit until sponsorship is approved.
4 courses 7.5 hours total
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.
Confidentiality, Judgment & Independence
A focused ethics session on confidentiality, independence, and judgment risks when using AI in regulated engagements across credentialed disciplines.
Templates, Prompts & Review Procedures
Build an AI-assisted workflow for tax prep, document review, and client communication, without losing professional judgment.
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.
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.