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Who We Serve

Surgent Professional Education is an end-to end-education company from exam prep to continuing education serving multiple professions with a strong focus on accounting.

Surgent services accounting and tax professionals with continuing education of the highest quality for live and online courses as well as exam prep for CPA and more. In addition, Surgent has education products for attorneys and financial advisors and planners.

Accountants/CPAs
Surgent is where accounting pros go for education
Since our founding more than 30 years ago, Surgent has supported the professional education needs of current and aspiring CPAs across the United States and beyond. Surgent continues to raise the bar in professional education, providing unique new topics, a more extensive schedule, and new ways to help CPAs meet their CPE requirement and stay current in accounting, auditing, and taxation. Get the information you need, when you need it, in the format that works best for your lifestyle. To save you a step, Surgent will even email your CPE certificates instantly after you earn your CPE!
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Current & Aspiring EAs
Enrolled Agent Exam Review and Continuing Education
From our Enrolled Agent Exam Review course to our IRS-approved continuing education courses, Surgent helps tax preparers achieve higher levels of professionalism, maximize their earning potential, and stay compliant. Our EA Review Course makes it easier to become an Enrolled Agent, which is a great option for both non-credentialed preparers and CPAs. The course uses adaptive learning to help candidates pass the 3-part exam faster and more reliably than any other course. For current Enrolled Agents, Surgent makes it easy to meet the ongoing continuing education requirements with special CE Packages for EAs, which bundle just the right amount of credits--at just the right price--for your needs.
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AFSP Program
For tax preparers looking to advance their career
The AFSP Record of Completion (ROC) helps tax preparers stand out from their competitors and deliver better service to their clients. In addition, by earning your AFSP ROC, you'll earn IRS representation rights. Surgent provides convenient AFSP bundles for both exempt and non-exempt preparers, which include everything they need to earn the AFSP ROC. Each course is completed with an online reference exam that can be printed and completed on paper to ensure confidence. Courses are offered in both PDF download and textbook formats, and automatic IRS reporting is included. Surgent AFSP courses help tax preparers get farther, faster.
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Lawyers
Surgent helps attorneys stay informed on tax and accounting topics
Surgent's premium quality continuing education is the perfect choice for attorneys who are either CPAs or who advise on tax, estate planning, employment, and compliance issues. Surgent is a great resource for attorneys who need CLE or CPE credits or who want to further their knowledge and advance their careers.
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Financial Planners
Surgent provides unmatched education for CFPs
Recognizing that CFPs and other financial professionals have different needs when it comes to their CPE, Surgent developed specialized individual CPE courses tailored to these professionals, including CFP Board-approved live webinars for Certified Financial Planners.
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