FAQ - LumiQ

Helping your people learn and grow.

What is LumiQ for teams?

LumiQ is an audio-first professional education platform built for accounting and finance teams. Employees learn through professionally produced podcast-style courses featuring CFOs, Big Four partners, regulators, authors, and other experienced professionals.

Courses, known as episodes, are available on demand and cover technical, strategic, ethical, and professional topics. Employees can listen through the web or mobile app, complete the required assessment, and receive documentation for qualifying learning.

Which teams and employees can benefit from LumiQ?

LumiQ can support professionals across public accounting and industry, including:
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• Audit and assurance
• Tax
• Advisory and client accounting services
• Corporate accounting and controllership
• Financial reporting
• FP&A and strategic finance
• Internal audit, risk, and governance
• Finance operations and transformation
• Managers, directors, partners, and finance leaders

Employees do not need to be CPAs to benefit. LumiQ can support designated professionals completing CPE or CPD as well as employees using the platform for broader professional development.

How does podcast-style CPE support team development?

Audio learning gives employees more opportunities to learn without adding another scheduled meeting or extended block of screen time.

Employees can listen during commutes, travel, walks, workouts, or other parts of the day that may not support a traditional course. Because the content is produced specifically for audio, the experience feels more like an engaging professional podcast than a lecture adapted from slides.

This can make professional education easier to fit into the workweek and more appealing to employees who struggle to engage with traditional webinars or video courses.

What topics does LumiQ cover?

LumiQ offers a growing library of more than 1,000 episodes covering topics such:
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• Accounting and financial reporting
• Audit and assurance
• Tax
• Ethics
• Fraud
• Internal audit, risk, and governance
• Artificial intelligence and cybersecurity
• Finance and economics
• Business management and strategy
• Leadership and communication
• Industry-specific developments
• Yellow Book and governmental topics
• Excel, Power BI, and practical technology skills

New content is released regularly, helping teams stay current while also building longer-term professional capabilities.

Does LumiQ support technical learning and leadership development?

Yes. LumiQ is designed to support both. Employees can use LumiQ to strengthen technical knowledge in accounting, audit, tax, risk, ethics, and technology. They can also develop skills in communication, leadership, decision-making, stakeholder management, advisory, strategy, and organizational change.

This allows organizations to support immediate technical needs and broader career development through the same learning platform.

Can LumiQ support employees at different career levels?

Yes. The library includes learning that can be relevant from early career through senior leadership. Newer professionals may focus on technical foundations, communication, software, and industry context. Managers may focus on project leadership, stakeholder relationships, advisory skills, and team development. Senior leaders may explore strategy, governance, transformation, talent, risk, and emerging business issues.

Organizations can guide employees toward content that fits their roles, experience levels, and development priorities.

CPE, CPD, and professional designations.

Is LumiQ registered with NASBA?

Yes. LumiQ is registered on NASBA’s National Registry of CPE Sponsors, with QAS Self Study as its approved delivery method. NASBA Sponsor ID: 146039.

State boards of accountancy retain final authority over the acceptance of individual courses, fields of study, and delivery methods for CPA license renewal.

Can LumiQ support CPAs licensed in different states?

Yes. LumiQ can provide structured CPE, completion records, and certificates for employees across multiple jurisdictions. However, each CPA remains responsible for the requirements of the state or states where they hold a license.

Can LumiQ support professional designations beyond the CPA?

Yes. LumiQ content may be relevant to professionals holding credentials such as CIA, CMA, CISA, CISM, CFE, and other accounting, audit, finance, risk, or technology designations.

Acceptance depends on the individual credentialing body’s rules, including subject relevance, learning format, documentation, and reporting periods. LumiQ provides structured programs and completion evidence, but each employee remains responsible for confirming how a course applies to their designation.

Can LumiQ support teams in the United States, Canada, and the United Kingdom?

Yes. LumiQ supports accounting and finance professionals across the United States, Canada, and the United Kingdom.

LumiQ provides structured, documented professional learning. Each employee should evaluate a course under the requirements of their licensing body, designation, or professional organization.

Can LumiQ be our primary professional education provider?

It can be, depending on the needs of your employees and the requirements represented across your organization. LumiQ may work well as a primary on-demand provider when employees can satisfy most of their needs through self-study and the available subject areas.

Some organizations use LumiQ as a flexible audio-first complement to an existing webinar, LMS, or technical training program.

Administration and learning strategy.

Can we guide employees toward specific content?

Yes. LumiQ offers curated Learning Paths that bring related episodes together around professional themes. Administrators can also highlight content for their teams. Enterprise customers may have access to custom Learning Paths and episode discussion guides aligned with organizational priorities.

What can team administrators manage?

Team and Enterprise plans include tools for managing organizational access. This gives organizations a centralized way to support onboarding, offboarding, and access without requiring every employee to purchase and manage an individual subscription.

What reporting is available?

LumiQ reporting provides visibility into employee participation and platform adoption. Reporting can help organizations understand whether employees are using the platform and which topics are attracting attention. LumiQ reporting supports learning administration and recordkeeping. It does not independently determine whether every employee has satisfied their individual licensing or designation requirements.

Can LumiQ help us measure learner adoption?

Yes. Administrators can use reporting to understand whether employees are activating accounts, starting episodes, completing learning, and returning to the platform over time.

Can LumiQ complement our existing learning program?

Yes. LumiQ can be used as:
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• A primary source of on-demand professional education
• An audio-first supplement to live training
• A complement to an existing LMS
• A flexible alternative to traditional webinars
• A source of finance-specific content within a broader learning library
• Part of a leadership, designation, or capability-development program

The right setup depends on your current learning environment, employee population, and professional education goals.

Integrations, security, and implementation.

Does LumiQ integrate with an LMS?

LumiQ offers selected LMS integrations, including options for LCvista and Workday. Integrations are available as add-ons and depend on the organization’s plan, technical environment, and required workflow.

Is single sign-on available?

Yes. SSO is available as an add-on for select identity providers. Support depends on the organization’s technical setup. LumiQ can confirm compatibility and implementation requirements during the sales and security review.

How does LumiQ protect organizational data?

LumiQ has completed a SOC 2 Type II examination and provides security information through its Security page and Trust Center.

What is the difference between Team and Enterprise?

Team is designed for smaller and mid-sized groups that need shared access, organizational membership management, and reporting. Enterprise is designed for larger or more complex rollouts.

The appropriate plan depends on team size, rollout scope, integration needs, and the level of support your organization requires.

Can our team try LumiQ before purchasing?

Yes. Organizations can request a product demonstration or discuss a team trial. A demo or trial can help your organization evaluate. The best evaluation is one that includes both the buyer and a representative group of employees who will use the platform.

Is LumiQ right for our team?

LumiQ may be a strong fit if your organization wants:
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• Flexible professional education that employees can use on demand
• An audio-first alternative to traditional webinars and video courses
• Technical and professional-skills content in one platform
• Learning for CPAs and the broader finance organization
• Mobile and offline access
• Centralized user management and adoption reporting
• Optional LMS and SSO integrations
• A more engaging way to support continued growth

The next step is to review episode previews or book a demo based on your team size, employee roles, professional requirements, and learning goals.

What if I’m a team of one?

LumiQ offers individual plans for professionals purchasing and managing their own learning. Visit our For Individuals page to compare Lite and Pro, preview episodes, and start a free trial. If you later need to add colleagues, you can explore a Team or Enterprise plan.

Frequently Asked Questions for Accounting and Finance Teams.

Helping your people learn and grow.

CPE, CPD, and professional designations.

Administration and learning strategy.

Integrations, security, and implementation.

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NASBA Approved Provider of CPE