Financial Planning Continuing Professional Education (CPE) courses from Surgent help accounting and finance professionals work smarter, navigate complex tax and planning regulations, and gain the skills they need to confidently advise clients.

The Best Federal Tax Update Course by Surgent (BFTU)

Get updated on recent enacted legislation and IRS guidance, as well as major trends on the horizon.

The Best Individual Income Tax Update Course by Surgent (BITU)

Get the latest tax law developments with information on individual taxation.

Surgent’s Individual and Financial-Planning Tax Camp (IFCP)

Get planning strategies and ideas that all clients need to consider right now.

Annual Accounting and Auditing Update (ACAU)

This course provides a comprehensive review of recent standard setting activities of the FASB and AICPA

Unlimited access to all CPE courses. One low price.

10,000+ credit hours of practical content in packages that match your needs and your budget.

New and updated courses

Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (1041)

Get a comprehensive guide to the core concepts of trust and estate income tax preparation.

Choosing the Right Business Entity (CETA)

Get equipped with the knowledge and insights you need to lead discussion on entity determination.

Securing a Comfortable Retirement in the Age of Spending (SCRT)

Get the knowledge to help their clients plan for retirement.