CERTIFICATE PROGRAMS 

Surgent’s Not-for-Profit (NFP) Accounting and Auditing certificate program helps learners uncover foundational knowledge that can set them apart in their workplace. Members receive a discount from Surgent's published rates.

Data analytics is the process of collecting, inspecting, organizing, and transforming data to identify useful information that informs decision-making. It’s more than a tool or input — it’s a process that, when utilized correctly, provides a 360-degree view of the problem being solved, allowing decision-makers to make informed decisions with the most comprehensive information available.

In today’s business world, most people need to be able to find their way around an Excel^® spreadsheet. For those in accounting and finance roles, however, the bar is much higher. To set yourself apart and perform at peak proficiency, CPAs, auditors and other accounting and finance professionals can become data “wizards” with tools like Power BI and Power Query.

The Manage Disruption Certificate covers the evolution of finance in organizations by focusing on why and how the business environment is changing and how the finance team can prepare for and respond to these changes.

Gain insight into the skills and competencies required in the finance value chain of the future with the Transform Skills Certificate.

An eight-course program covering steps in the investment planning life cycle, including a discussion of planning for and funding higher education.

Fundamentals of Fraud certificate program (5 CPE) presents the various types of fraud as they occur in real-world organizations. Individuals learn fraud detection and prevention fundamentals and become familiar with embezzlement and financial state fraud schemes that are commonly missed in auditing. The program addresses the psychological reasons why fraud is often committed and instructs on the role whistle-blowers play in fraud detection and prevention.

This certificate program will cover several cybersecurity topics to help you gain an understanding of the importance and impact of cybersecurity risks on your organization or client, including an introduction to AICPA's cybersecurity risk management reporting framework

This comprehensive online certificate program will provide you with a solid understanding of financial forensics. You will become familiar with the forensic accountant’s professional responsibility and get a fundamental knowledge of: the legal system, gathering information, discovery, reporting, providing expert testimony and more. CPE: 21.5, available for two years

Fundamentals of Fraud certificate program (5 CPE) presents the various types of fraud as they occur in real-world organizations. Individuals learn fraud detection and prevention fundamentals and become familiar with embezzlement and financial state fraud schemes that are commonly missed in auditing. The program addresses the psychological reasons why fraud is often committed and instructs on the role whistle-blowers play in fraud detection and prevention.

The Agentic AI Series equips tax, accounting, audit, and finance professionals to work with autonomous and agentic AI systems that can perceive, reason, plan, and act with minimal oversight. You’ll learn how these agents differ from traditional automation and generative AI—and how to apply them responsibly across real finance and assurance workflows.

The program includes five modules (2 CPE each)—Foundations, Audit & Assurance, Tax & Advisory, Governance & Risk, and a Hands-On ChatGPT Lab. Content is tool-agnostic and practical, with scenarios, controls, and documentation techniques mapped to relevant standards and emerging regulations. Complete all five modules to earn a Credly digital badge you can share on LinkedIn and your resume.

In today’s business world, most people need to navigate an Excel^® spreadsheet. For those in accounting and finance roles, however, the bar is much higher. To perform at peak proficiency, CPAs and other accounting and finance professionals truly need to be Excel^®; “power users.”

This Certificate Course is ideal for new graduates seeking positions in accounting and finance, as well as new hires or associates who could benefit from a deeper understanding of Excel^®’s capabilities. After completing all four modules (including four short proficiency exams), you will receive a certificate, as well as a digital badge that you can add to LinkedIn and other social media profiles. By adding these items to your resume and online profiles, you’ll show that you have completed and passed the only Excel^® curriculum offered by Surgent—the nation’s trusted leader in professional education for accounting and finance professionals. Set yourself apart from other job candidates and demonstrate that you have the skills to deliver value from day one on the job.Members receive a discount from Surgent's published price.