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CFP-Approved CPE Courses

For Certified Financial Planners® looking for CFP®-approved CPE, Surgent offers a variety of courses that will meet your requirements. Here you will find a complete list of CFP®-approved courses to help you stay current. These courses will qualify for continuing education credit with the CFP® board and will provide you with information that can add to the insights and advice you provide your clients.


Surgent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider. Each of our courses is accepted for CPE credit in all 50 states and in Washington, D.C. Surgent is also an IRS-approved and CFP® Board-approved provider of continuing education courses.


Surgent courses and instructors are consistently praised for their ability to make challenging content accessible, relevant, and engaging. Our course materials take you beyond your CPE needs by serving as a constant source of reference in your professional career.


No courses were found that match your search criteria. Please try again with fewer filters or broader date range.

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