Bring advisory courses to your classroom
Accounting is evolving. As AI absorbs transactional work, the accountant's capacity to do higher-level work expands. The profession is quickly moving toward something more strategic, more client-facing, and more impactful. The graduates who arrive with these skills will define the next generation of the profession.
Advisory Skills
3 hours
Communicating to Build Trust
Client communication and emotional intelligence fundamentals. No accounting background required.
Advisory Skills
2.75 hours
Analyzing & Interpreting Financial Reports
Reading and interpreting core financial statements and using them for client insight. Assumes basic familiarity with financial statements.
AI literacy
2.5 hours
AI for Accounting
Foundational AI concepts and how AI is changing the profession. No specialized AI expertise required.
Intuit for Education offers three advisory courses.
Completing all three will earn students the Intuit for Education Client Advisory Services (CAS) Foundations Badge.
Courses overview
Advisory skills
3 hours
Communicating to Build Trust
How trust is built by being both approachable and capable — using emotional intelligence and the CARE approach, clear structured communication, and a tone adapted to each client's needs.
Skills covered
- Building trust by balancing approachability and capability
- How emotional intelligence supports client communication
- The CARE approach to emotional intelligence
- Clear, structured communication
- Adapting communication methods and tone to client needs
Advisory skills
2.75 hours
Analyzing & Interpreting Financial Reports
What the key reports are and how they interconnect, how to spot errors and investigate their causes with critical thinking, and how to ask the right questions about the business — laying the groundwork for supervisors to generate advisory insights.
Skills covered
- What the key financial reports are and their purpose
- Identifying errors and inconsistencies
- How the statements and accounts interconnect
- Critical-thinking analysis to investigate causes
- Asking the right questions about the business
- Groundwork for supervisors to generate advisory insights
AI literacy
2.5 hours
AI for Accounting
The basic principles of how AI tools work, how generative and agentic AI differ, how to evaluate common misconceptions, and what AI adoption means for individual accountants and firms. It builds AI literacy, not hands-on QuickBooks tool work.
Skills covered
- How AI tools work
- Generative vs. agentic AI
- Critically evaluating common misconceptions about AI
- The impact of AI adoption on accountants and firms
Get your students credentials firms recognize
★ Advanced advisory specialization ★
Completing the three advisory courses earns the Intuit for Education Client Advisory Services (CAS) Foundations Badge — completion-based advisory credential earned via the Accounting Futures Hub and issued through Credly, complementing QuickBooks certification.
Advisory Curriculum FAQs
Yes. Both the guided/educator-led and self-paced courses as well as the Client Advisory Services Foundations Badge are free — at no cost to the institution, the educator, or the student.
No. The three courses are standalone and unleveled, with no prerequisites. You don't need to be a Client Advisory Services expert either. The guided/educator-led curriculum is self-contained, with instructor guides, presentation decks, and course handouts included; no prior expertise is required, though a basic level of accounting knowledge helps. The self-paced/async courses can be assigned for students to work through at their own pace.
Choose guided/educator-led to teach live to your students with ready-to-teach materials or assign self-paced/async work for students to complete at their own pace. Both cover the same learning objectives, just two ways to teach it. Note that if Client Advisory Services is taught via guided/educator-led, students still need to complete the self-paced course here to earn the completion-based badge.
Students who complete all three Client Advisory Services courses and pass the associated exam here earn the Intuit for Education Client Advisory Services Foundations Badge, issued via Credly.
They don't have to, but students who complete both are best positioned for firm internships and employment. The two credentials are designed to complement each other: Intuit QuickBooks Certification Level 1 demonstrates technical proficiency and the Intuit for Education Client Advisory Services Foundations Badge demonstrates advisory and communication skills. They can be taught and earned in either order, or at the same time.
Yes. The content is co-developed with working advisors so that students learn concepts that are important to practicing accounting professionals.
Contact highered@intuit.com
