/ 01
Identify safe AI use cases
Sort tax, accounting, advisory, communication, and administrative work into use cases where AI helps, where it should be restricted, and where it should be prohibited outright.
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· Course 01
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.
Practicing professionals who carry the work and set the policy, and anyone entering the field who wants a grounded starting point.
Free self-paced course with a final exam and certificate of completion. Built to CPE self-study standards; credit pending sponsorship.
· 01 , Topics covered
- 01Practical AI use cases for credentialed practice
- 02Client confidentiality and data protection
- 03AI hallucinations and review procedures
- 04Professional judgment and overreliance risk
- 05Staff AI policies and documentation
- 06Building a safe AI workflow
- 07Implementation steps for your firm
· 02 , What you leave with
/ 02
Recognize failure modes
Hallucinations, outdated answers, biased outputs, overconfident explanations, and the specific failure patterns that surface in financial and tax work.
/ 03
Protect confidential client data
Distinguish what may be entered into a public AI tool from what may not, and document the reasoning in a way an examiner or carrier will accept.
/ 04
Write a firm AI policy
Approved uses, prohibited uses, staff review requirements, vendor selection criteria, and disclosure language for client engagement letters. Editable one-page template included.
/ 05
Review AI-generated work product
A standardized review checklist for partner-level sign-off on deliverables that involved AI in their preparation.
/ 06
Build a 90-day implementation plan
A staged rollout: pilot use cases, staff training milestones, policy adoption, and review cadence. Designed to be defensible to a peer reviewer.
· 03 , The agenda
0:00, 0:15
The landscape
What AI is actually doing inside small firms in 2026, separated from what the trade press claims.
0:15, 0:45
The three-tier use-case framework
Safe, restricted, prohibited, applied to real engagement workflows. Worked examples.
0:45, 1:15
Confidentiality and controls
What may and may not be entered into a public AI tool. Vendor governance, data residency, audit trail.
1:15, 1:40
The firm AI policy
Building the one-page policy live, section by section, with attendees adapting it to their firm.
1:40, 2:00
Live Q&A
Working through attendee scenarios with the instructor.
· The toolkit
Adapt it, sign it, roll it out.
Every participant receives the full implementation toolkit, designed to be adapted to your firm and used the same week.
- 01Firm AI Use Policy Template
- 02Approved vs. Prohibited AI Use Matrix
- 03Client Data Redaction Checklist
- 04AI Output Review Checklist
- 05Practice Prompt Pack
- 06Staff Training Handout
- 07Quarterly AI Policy Review Checklist
Reserve your pilot seat.
The pilot cohort is intentionally small and free; the only ask is a short feedback survey afterward.
The Academy is designed to be CPE-ready. Final credit, field of study, and approval depend on the registered sponsor and delivery method; approval submissions begin after the pilot. Reserve a seat or join the waitlist for credit confirmations as they're approved.