RADNOR, Pa., Nov. 24, 2025 (GLOBE NEWSWIRE) — Surgent CPE, a division of KnowFully Learning Group, today announced the launch of its new Agentic AI Certificate Series, a first-to-market, on-demand CPE certificate program designed to help accounting, audit, tax and finance professionals build real-world artificial intelligence skills.
The series includes five modules totaling 10 CPE credits, and learners who complete all modules earn a shareable Credly digital badge to highlight their achievement.
The Agentic AI Certificate Series provides professionals with practical, accessible instruction on how emerging autonomous AI tools can support everyday work—from audit and assurance tasks to tax research and planning to financial analysis. The program offers maximum flexibility for busy practitioners who need relevant learning that fits their schedules—an approach consistent with Surgent’s commitment to timely and practical education.
“Professionals are looking for clear, accessible guidance on how to use AI responsibly and effectively,” said Elizabeth Kolar, executive vice president and managing director of 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.”
Five Modules Included in the Agentic AI Certificate Series
- Agentic AI Foundations for Finance and Accounting – Introduces the core concepts behind agentic AI and how it differs from traditional automation and generative AI.
- Autonomous Agents in Audit & Assurance – Explores how AI agents can support modern audit processes, from planning to testing and documentation.
- Tax & Advisory with Agentic AI – Demonstrates how AI can enhance tax compliance, research and advisory workflows.
- Governing Agentic AI: Cybersecurity, Data & Risk – Outlines practical steps for responsible AI use, addressing risk management, data considerations and ethical guardrails.
- Build an AI Agent with ChatGPT: Hands-On Lab – A no-code lab where learners design and test a task-specific AI agent using simple prompt-based workflows.
“Agentic AI brings new opportunities for efficiency and workflow transformation,” said Jack Castonguay, Ph.D., CPA, 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.”
The full five-course certificate series is priced at $349 and is designed for CPAs, auditors, tax professionals, controllers and finance leaders seeking practical, job-ready AI skills. The content requires no coding background and is tool-agnostic, making it applicable whether firms use ChatGPT, Microsoft Copilot or other available AI solutions.
Professionals can learn more or register at SurgentCPE.com.
About Surgent Accounting & Financial Education
Surgent Accounting & Financial Education, a division of KnowFully Learning Group, is a provider of high-impact education that accounting, tax, and financial professionals need throughout their careers. For most of the company’s 40-year history, Surgent has been a trusted provider of continuing professional education (CPE), continuing education (CE), and skill-based training that professionals need to maintain their credentials and stay current on industry changes. More recently, Surgent became one of the fastest-growing certification exam review providers, offering predictive AI-based courses that help learners pass accounting and finance credentialing exams faster. Learn more at Surgent.com.
About KnowFully Learning Group
The KnowFully Learning Group provides continuing professional education, exam preparation courses and education resources to the accounting, finance and healthcare sectors. KnowFully’s suite of learning solutions helps learners become credentialed, satisfy required credit hours to maintain credentials and stay informed on the latest trends and critical changes in their industries over the course of their careers. The company provides exam preparation and continuing education for accounting, finance and tax professionals headlined by the Surgent Accounting & Financial Education brand. KnowFully’s healthcare education brands include American Fitness Professionals & Associates, ChiroCredit, freeCE, Impact EMS Training, Online CE, PharmCon, Rx Consultant and Psychotherapy.net. For more information, please visit KnowFully.com.
Contact: marketing@surgent.com
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