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Convenient CPE Solutions for Firms


Tailored CPE programs trusted by 500 firms nationwide.

Since 1985, Surgent has provided trusted continuing professional education (CPE) for accounting and finance professionals. We partner with hundreds of firms and state CPA societies nationwide, offering flexible, high-quality programs in every learning format — from live webinars and seminars to on-demand webcasts and downloadable self-study options.

With a focus on convenience, flexibility, and firm-wide compliance, our team works with you to build a training plan that meets your firm's unique needs and goals.

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Surgent In-Firm Catalog

Firm Course Catalog

This catalog includes a comprehensive, yet not exhaustive, overview of our CPE courses and training programs. To discuss your firm’s specific needs, please contact our Firm Solutions Team at (484) 588-4197 or salesinfo@surgent.com.

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AcronymCourse TitleKnowledge LevelCreditsField Of StudyQualifies ForFormat

AAA2

Autonomous Agents in Audit and Assurance (AAA2)

Basic

2.00

Information Technology (2)

Inhouse, Self-Study Webcasts, Webinar

AGF2

Agentic AI Foundations for Finance and Accounting (AGF2)

Basic

2.00

Information Technology (2)

Self-Study Webcasts, Webinar

BAC2

Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals (BAC2)

Basic

2.00

Information Technology (2)

Self-Study Webcasts, Webinar

GOA2

Governing Agentic AI: Cybersecurity, Data, and Risk (GOA2)

Basic

2.00

Information Technology (2)

Self-Study Webcasts, Webinar

TAA2

Tax and Advisory with Agentic AI (TAA2)

Basic

2.00

Information Technology (2)

Self-Study Webcasts, Webinar

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IRS-approved courses are applicable for EAs and non-credentialed tax preparers, including the AFSP Record of Completion. Although these courses are also approved for CPE for CPAs, CPAs are not restricted to these courses.

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QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
CPE Webinars
CPE Webinars

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