AI for Professional Services [Certification]
Mike Kaput
Date Released: August 2025
Course Level: Beginner to Intermediate
The traditional business model for professional services, built on human expertise and billable hours, is facing an existential threat from artificial intelligence. AI is no longer a simple productivity tool; it’s a “second brain” capable of high-level knowledge work that is disrupting the core economics of the industry. This four-course certificate series is a strategic and tactical guide for firm leaders and practitioners to navigate this disruption, transform their business models, and build a durable competitive advantage in the age of AI.
About This Series
This professional certificate series provides a complete journey from strategic understanding to tactical execution. The series begins by defining the $1.1 trillion “Service-as-Software” disruption and the three core strategic shifts required to adapt—from moving beyond the billable hour to leveraging proprietary data. It then provides a practical, dual-framework system for identifying and prioritizing high-impact AI initiatives using both a bottom-up Use Case Model and a top-down Problem-Based Model. The series culminates in a hands-on capstone where you will learn to select and apply advanced AI technologies to solve real-world challenges, turning your firm’s AI strategy into action.
This series will teach you how to:
- Grasp how the "Service-as-Software" model is disrupting the $1.1 trillion professional services industry.
- Navigate the three core strategic shifts: moving beyond the billable hour, redefining value with a new "cognitive division of labor," and building a durable advantage with proprietary data.
- Apply two powerful frameworks—the Use Case Model and the Problem-Based Model—to build a data-driven AI roadmap for your firm.
- Master a structured process for selecting the right AI technology using the Three Tiers of AI Technology framework.
- Gain hands-on experience using advanced reasoning models, deep research tools, and personal AI assistants to solve firm-specific challenges.
This series provides a comprehensive playbook for professional services leaders asking the most critical questions about the future:
- How is AI really going to disrupt my firm's business model, profitability, and core value proposition?
- What new pricing models and service offerings must we consider to remain competitive when the billable hour is dead?
- We know we need AI, but what is a practical, step-by-step process for identifying the right projects to get started?
- How do we build a durable competitive advantage when our rivals have access to the same powerful AI tools?
- How do we move from high-level strategic planning to actually using these tools to deliver value to our clients and our firm?
This certificate series is designed for:
- Leaders, Partners, and Principals at professional services firms (e.g., consulting, legal, accounting, marketing agencies).
- Practitioners and Consultants who want to understand the future of their careers and lead change within their organizations.
- Innovation Leaders and Department Heads tasked with operationalizing AI strategy and piloting new technologies.
During this series, you will:
- Calculate the Total Addressable Market (TAM) for AI's impact on your specific professional services segment.
- Develop an "AI-Forward Checklist" to guide your firm's high-level strategy around pricing, service offerings, and data.
- Build a comprehensive Use Case Workbook and Problem-Based Workbook to create a prioritized, actionable AI roadmap.
- Execute a final, hands-on capstone lab to generate a 30-day action plan and an AI market map for your industry.
What You’ll Earn:
Upon completion, you will earn the AI for Professional Services Professional Certificate.
Course Series Syllabus
- Course 1: Your AI Opportunity: Understanding the New Professional Services Landscape
- Course 2: AI and the Future of the Professional Services Firm: Core Strategies of the AI-Forward Firm
- Course 3: Finding Your AI Advantage: A Practical Framework for Professional Services Firms
- Course 4: Applied AI for Professional Services: How to Select and Use AI Technology