Small Forensic and Valuation Services Practice Artificial Intelligence (AI) Implementation Framework
A practical approach to responsible AI adoption
A practitioner-focused guide and downloadable tools to help small forensic and valuation services (FVS) teams adopt AI responsibly—without compromising confidentiality, professional judgment, or standards compliance.
Who this toolkit is for
The Small Valuation Practice AI Implementation Framework is written for sole practitioners and small teams who want to implement AI responsibly without wasting time, exposing themselves to unnecessary risk, or compromising professional standards.
What AI should and shouldn’t do
Professional judgment remains with the valuation analyst. AI outputs are drafts until reviewed by a qualified professional, and governance must be established before deployment.
How to use this toolkit / FAQs
If you’re starting with AI, follow the 7-step Framework, use the checklist as an internal control, and begin with low-risk pilots. Already underway? Focus on relevant sections and explore downloads.
Help shape what comes next
Share your feedback on the AI Implementation Framework to help us enhance the content and develop new tools and resources to support your AI journey. Takes 2–3 minutes.
AI Implementation Framework
Downloadable PDF of the content available on the site to provide you with flexibility
AI Use Policy Template
Downloadable and fillable PDF
Practitioner Checklist
Downloadable and fillable PDF of the checklists provided in each section of the Framework
Evaluation and selection of an AI tool
Downloadable PDF of the content from Section 5 of the Framework
Engagement Letter AI Language
Sample clauses
Our guaranteeOur guaranteeEvery purchase you make from the AICPA & CIMA is safe and secure. We also guarantee 100% customer satisfaction on most of our products. If you’re not satisfied with your purchase, please contact us.
Our refund policyOur refund policyTo start the return process, please contact us first. View all products eligible for refunds.