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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.

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

AIA2

Introduction to AI in Accounting (AIA2)

Basic

2.00

Information Technology (2)

Self-Study Webcasts, Webinar

AIC2

Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders (AIC2)

Basic

2.00

Specialized Knowledge (2)

Self-Study Webcasts, Webinar

AIP2

Artificial Intelligence for Accounting and Finance Professionals (AIP2)

Overview

2.00

Information Technology (2)

Inhouse, Self-Study Webcasts, Webinar

ARE2

Anatomy of a Ransomware Event and Incident Response (ARE2)

Basic

2.00

Information Technology (2)

Self-Study Webcasts, Webinar

AUG2

The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases (AUG2)

Basic

2.00

Information Technology (2)

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

CHT2

The Risks and Benefits of ChatGPT and Artificial Intelligence (CHT2)

Basic

2.00

Information Technology (2)

Self-Study Webcasts, Webinar

CP05

Technology Trends and Risks of Interest to CPAs (CP05)

Update

2.00

Auditing (2)

Self-Study Webcasts

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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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