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CPE PACKAGES

Targeted CPE packages built for your specialty

Browse Surgent's CPE packages — focused bundles designed for specific credentials, practice areas and career goals. From enrolled agent CE to Yellow Book compliance, find the package that fits your needs.

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Focused learning

Each package bundles the courses you need most into a single, convenient purchase — no searching required.

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Specialty coverage

Packages are built around specific credentials, standards and practice areas so the content is always relevant to your work.

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NASBA-approved

All Surgent CPE packages are NASBA-approved and include courses that qualify for IRS, CFP® Board and Yellow Book credit where applicable.

Browse CPE packages

Find the right package for your credential, practice area or compliance requirement.

Package

Annual Filing Season Program

Complete the IRS Annual Filing Season Program (AFSP) requirements with Surgent's bundled CE courses for non-credentialed tax preparers.

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Package

Audit Skills Training

Build audit expertise at every level with modular 2-hour on-demand courses covering risk assessment, internal controls, fraud and more.

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Package

Certificate Programs

Earn a Credly badge and certificate by completing focused learning paths in data analytics, fraud, Excel, not-for-profit A&A and agentic AI.

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Package

Tax Engagement Letters

Professionally drafted tax engagement and disengagement letter templates for CPAs and accounting firms. Customizable and ready to use.

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Package

Enrolled Agent CE

Meet your IRS continuing education requirements as an enrolled agent with Surgent's bundled EA CE packages covering ethics, federal tax and more.

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Package

Yellow Book

Fulfill your Yellow Book CPE requirements with Surgent's bundled package of Government Auditing Standards courses for auditors in government and non-profit settings.

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CPE Webinars
CPE Webinars

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