UWorld’s Comprehensive Exam Review Courses + Surgent’s Expansive Continuing Professional Education and Exam Prep Courses = A World-Class Solution to Redefine How Accounting and Finance Professionals Learn, Grow, and Succeed
Surgent Accounting & Financial Education is now part of UWorld, a global leader in comprehensive academic and professional education. We’re excited to offer our extensive library of continuing professional education (CPE) courses in addition to UWorld’s high-quality CPA, CMA®, and CFA® exam review courses. Together, we offer a world-class solution that redefines how accounting and finance professionals learn, grow, and succeed in their careers.
About UWorld Accounting and UWorld Finance
UWorld, founded in 2001, has helped millions of high school, undergraduate, graduate, and professional students prepare for high-stakes certification and licensure exams. The company entered the accounting test prep market in 2018 with the acquisition of Roger CPA Review®. UWorld later acquired Efficient Learning to strengthen its product line and expand into the finance and business certifications markets. Popular instructor Peter Olinto joined the team from Becker in 2023, bringing 25 years of knowledge and driving UWorld’s goal to provide the best, most effective learning resources for aspiring CPAs, CFAs, and other accounting professionals.
With the acquisition of Surgent, the UWorld Accounting and UWorld Finance teams continue their commitment to being student-focused while also offering universities, firms, corporations, societies, associations, and training providers the most up-to-date resources that keep professionals compliant, knowledgeable, and valuable to their companies and clients throughout their careers.
The UWorld Difference
UWorld’s accounting and finance resources focus on active learning to encourage participation in the learning process. The company’s differentiators include:
Exam-like questions: In-house experts, who are active accountants and visionary finance experts, craft multiple-choice questions and task-based simulations that are as hard, or even harder, than those students will encounter on the actual CPA, CMA, and CFA exams. This builds confidence and scores because if practice feels like the exam, the exam will feel like practice.
Detailed answer explanations: These thorough explanations explain the concept behind the problem and why each answer is correct or incorrect. This reinforces learning and prevents students from repeating the same mistakes.
Vivid illustrations, graphics, and images: In-house experts create the tables and flowcharts that are seamlessly integrated into the questions and answer explanations. These visuals simplify learning and help increase student retention and comprehension.
Precise videos: High-yield videos introduce or reinforce key concepts to enhance learning. Many of the videos feature Peter Olinto (formerly of Becker), Roger Philipp, and Monte Swain to break down hard-to-understand topics for students.
Comprehensive study guides: Study guides, available in print and digital format, are written by in-house experts and regularly updated. Self-guided textbooks clarify demanding topics and difficult concepts while providing example problems to assess student understanding and test readiness.
Active learning tools: From flashcards with spaced repetition to My Notebook for digital notetaking, the CPA, CMA, and CFA exam prep products use an active learning approach that helps students master high-yield concepts by encouraging learning through doing. Test-takers retain and recall information quickly as they prepare for their high-stakes exams.
Our Products
Exam Review
UWorld Accounting CPA Exam Review: UWorld’s CPA Exam Review uses expert-led instruction, adaptive learning tools, and exam-level practice questions to prepare candidates for all CPA Exam sections. It combines detailed answer explanations, performance tracking, and personalized study tools to help candidates master concepts and pass with confidence.
Surgent CPA Exam Review: Surgent’s CPA Exam Review uses adaptive technology to create personalized study plans based on each candidate’s strengths and weaknesses. It combines targeted practice, performance tracking, and comprehensive content to help candidates prepare efficiently and pass with confidence.
UWorld Accounting CMA Exam Review: UWorld’s CMA Exam Review provides personalized preparation for the Certified Management Accountant exam using adaptive learning technology and structured content. It includes targeted practice questions, performance insights, and expert instruction to help candidates build understanding and succeed on exam day.
Surgent CMA Exam Review: Surgent’s CMA Exam Review provides personalized preparation for the Certified Management Accountant exam using adaptive learning tools. It includes targeted practice questions and structured content to help candidates focus on key concepts and improve exam readiness.
UWorld Finance CFA Exam Review: UWorld’s CFA Exam Review prepares candidates for all levels of the CFA Exam with expert-designed study materials and adaptive learning tools. It combines exam-level questions, analytics, and structured content to help candidates strengthen their understanding and improve exam performance.
Surgent EA Exam Review: Surgent’s EA Exam Review prepares candidates for the IRS Special Enrollment Exam through personalized study plans and adaptive learning technology. It offers comprehensive content and targeted practice to help candidates build knowledge and pass efficiently.
Surgent CIA Exam Review: The CIA Exam Review helps candidates prepare for the Certified Internal Auditor exam using adaptive technology and personalized study paths. It includes targeted practice questions and performance insights to support efficient learning and exam success.
Surgent CISA Exam Review: Surgent’s CISA Exam Review prepares candidates for the Certified Information Systems Auditor exam with personalized study plans and aligned content. It combines targeted practice, performance tracking, and core concept review to help candidates build confidence and succeed.
Continuing Professional Education (CPE)
Surgent CPE: Surgent CPE offers a broad library of courses designed to help accounting and finance professionals maintain certifications and stay compliant. It provides flexible learning formats and up-to-date content across key topics such as tax, auditing, and ethics.
Tax & Career Entry
Surgent Income Tax School: Surgent’s Income Tax School provides structured, IRS-approved courses for individuals entering or advancing in tax preparation. It delivers step-by-step instruction and practical knowledge to help learners build skills and pursue tax-related careers.
Skill Development & Certifications
Surgent IQ: Surgent IQ offers a catalog of skill-building and certification courses designed to help professionals stay current and advance in their careers. It delivers flexible, digital learning experiences focused on developing in-demand competencies.
Surgent Interactive: Surgent Interactive offers expert-led digital courses that deliver engaging, flexible learning experiences. It helps professionals deepen their understanding of key topics while learning at their own pace.
Frequently Asked Questions
Will the Surgent brand name change?
There are no plans to change brand names at this time. You will begin to see “A UWorld Company” added to brand references, including content and logos, to reflect our combined strength and capabilities.
Will there be any interruptions to offerings, deadlines, pricing, or customer experience?
UWorld will continue to operate Surgent’s products and services as usual, with no disruption to current offerings, partnerships, pricing, or customer experience.
Will Surgent’s product lineup change given overlap with UWorld Accounting’s CPA and CMA products?
Surgent’s complete product lineup, which includes CPA and CMA exam reviews that overlap with UWorld’s CPA and CMA exam review courses, will remain the same at this time. UWorld will continue to evaluate all offerings and make thoughtful decisions that best support our customers.
