In a significant move to equip finance professionals with essential skills in artificial intelligence, Surgent CPE, a branch of KnowFully Learning Group, has launched the Agentic AI Certificate Series. Announced on November 24, 2025, this innovative on-demand program aims to provide accounting, audit, tax, and finance practitioners with practical skills to integrate emerging AI technologies into their daily workflows.
The Agentic AI Certificate Series comprises five modules, offering a total of 10 Continuing Professional Education (CPE) credits. Upon completion, participants receive a shareable Credly digital badge, allowing them to showcase their achievement professionally. The modules are structured to ensure flexibility, catering to the busy schedules of professionals seeking relevant, real-world learning opportunities.
According to Elizabeth Kolar, executive vice president and managing director at Surgent, “Professionals are looking for clear, accessible guidance on how to use AI responsibly and effectively.” She emphasized that this certificate series offers practical examples and real-world contexts, empowering accountants, auditors, and tax practitioners to apply AI confidently, thereby maintaining their competitive edge in a rapidly evolving profession.
Course Structure and Content
“Agentic AI brings new opportunities for efficiency and workflow transformation,” stated Jack Castonguay, Ph.D., CPA, vice president of learning and development at Surgent. He highlighted that the series offers professionals a foundational starting point with practical examples and hands-on practice, making AI adoption more approachable for accountants across various service lines and firm sizes.
The complete five-module series is priced at $349 and is tailored for CPAs, auditors, tax professionals, controllers, and finance leaders looking to acquire job-ready AI skills. Notably, the program is designed to be accessible for individuals without a coding background, and it is tool-agnostic, meaning that it is applicable regardless of whether firms utilize AI solutions like ChatGPT, Microsoft Copilot, or other platforms.
Industry Context and Importance
With the Agentic AI Certificate Series, Surgent positions itself at the forefront of this educational transformation, ensuring that finance professionals are well-equipped to navigate the complexities of AI integration in their practices. The initiative underscores the necessity for continuous learning and adaptation in an era defined by technological advancement.
For those interested in enhancing their expertise with AI, more information and registration details can be found at SurgentCPE.com.
About Surgent Accounting & Financial Education
Surgent has been a trusted provider of high-impact education for accounting, tax, and financial professionals for over 40 years. The company specializes in continuing professional education (CPE), skill-based training, and exam preparation, making it a critical resource for professionals aiming to stay current with industry standards and innovations.
About KnowFully Learning Group
KnowFully Learning Group offers a comprehensive suite of continuing education and exam preparation courses across various sectors, including accounting, finance, and healthcare. Their suite of learning solutions supports professionals in obtaining credentials, fulfilling required credit hours, and staying updated on industry trends.
As the finance sector increasingly embraces AI, the launch of the Agentic AI Certificate Series serves as a timely response to the growing demand for practical AI education, reinforcing the need for professionals to continuously evolve their skill sets in line with technological advancements.
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