Surgent for Accounting & Financial Services Firms

Firms leverage Surgent solutions to enable learning and development for their staff across the career spectrum.

Drive Organizational Success

In an era of information overload, knowledge is a more critical differentiator than ever, and it starts with your team. Our firm partners leverage our learning solutions to attract top talent, upskill existing staff, and equip employees with timely, relevant industry updates to better serve their customers. We have seen our effective learning and development programs reward firms with increased employee satisfaction and improved retention rates, further extending the educational benefits from junior associates to senior partner.

Benefits for Firms

Attract, retain, and develop high caliber talent.

Ensure relevancy with our timely, first-to-market courses and updates.

Streamline CPE and certification tracking.


Gain insight into learning progress and goals within your organization.

Access extensive, relevant course options spanning new hires through firm partners.

Develop competencies that improve efficiencies, while enabling you to deliver new and better services to your clients.

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Advance the Strategic Value of Everyone in Your Firm

Every firm is unique—and that is why we built our customizable, innovative Surgent for Firms program, through which we tailor our complete offerings that include exam review, staff training, continuing education for CPAs at all levels, and upskilling programs to meet your organization’s specific needs in the most convenient and effective way possible.

New Hires: Exam Review Courses

  • Advanced algorithm identifies and targets knowledge gaps
  • Comprehensive on-demand prep courses
  • Significantly reduces study time while improving pass rates
  • Available for CPA, CMA, EA, CIA, CISA and SIE exams

Experienced Associates: Staff-Level Training

  • Skill-building programs, tailored to staff experience level
  • Comprehensive content for audit, internal audit, tax, and data analytics
  • Use pre-built curriculum or mix-and-match the modules
  • Online and in-person training options

CPAs at All Levels: CPE Programs

  • Largest catalog of unique courses in the industry
  • Highly practical, always up-to-date content
  • Choose from live and on-demand webinars, in-firm live seminars, and self-study PDF courses
  • Programs easy to tailor to your firm’s unique needs

Surgent for Firms: Educational Offerings

Surgent offers a variety of complete access packages that let you take advantage of our full-suite of programs. Our capabilities and expertise go well beyond our roots in continuing professional education. We are also happy to work with you on a custom offering based on the needs of your firm.

Exam Preparation Programs

Surgent’s proprietary and award-winning A.S.A.P.® Technology powers all our exam review courses. This unique adaptive learning methodology helps candidates pass their exams up to two times faster – making them more valuable for you and your clients sooner. Surgent offers the following exam review courses:

  • CPA Review – for the Certified Public Accountant (CPA) Exam
  • EA Review – for the Enrolled Agent (EA) Exam
  • CMA Review – for the Certified Management Accountant (CMA) Exam
  • CIA Review – for the Certified Internal Auditor (CIA) Exam
  • CISA Review – for the Certified Information Systems Auditor (CISA) Exam
  • SIE Review – for the Securities Industry Essentials (SIE) Exam

Continuing Education Programs

Surgent ensures that your professionals receive relevant, engaging, and up-to-date continuing education, eliminating the administrative challenges required to manage and deliver your own program internally. Our large selection of practitioner-developed content spans new hires through firm partners, and is available in a wide-array of convenient formats, including:

  • Skill-building programs, tailored to staff experience level
  • Comprehensive content for audit, internal audit, tax, and data analytics
  • Use pre-built curriculum or mix-and-match the modules
  • Online and in-person training options

Staff-Level Training Programs: Micro-credentialing and Upskilling

Surgent offers a range of on-demand courses that teach critical, in-demand skills through easy-to-digest, practical curriculum. These short programs (typically 10 hours or fewer) help boost skills across a range of experience levels. Many of these courses offer the option to earn a professional certificate. Courses include:
  • Accounting Fundamentals for Bookkeeping
  • Data Analytics
  • Financial Accounting Principles
  • Microsoft Office (Excel, Word, and PowerPoint)

Featured Firm Partners

Our Industry Partners

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