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The trusted leader in tax and accounting education

Surgent (formerly Surgent McCoy) is a leader in the field of continuing professional education (CPE) for CPAs and other financial professionals. We will provide thousands of CPE webinars, self-study courses, CPE packages, and live seminars this year for accounting, tax, and financial professionals all across the country. For more than 30 years, we have partnered with nearly all state societies of CPAs and many of the nation's top accounting firms. 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.

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Watch Our Video Blogs

Hear our experts cover late-breaking topics & news in short (<5 min.) on-demand videos.

Episode Moving Funds from a 401k into an IRA:

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Are you a Certified Financial Planner™ (CFP®)?

Surgent offers an ever-expanding product line of CFP-Board accepted courses to help you meet your requirement.

  • “I have tried several Self-Study programs and have finally found this one. My first experience with one of your courses is wonderful."
  • “This is the best way to satisfy CPE requirements. I have attended several webinars and the presenters have been terrific. "
  • “The instructor gave very good examples, was great to listen to, was informative and witty too. Enjoyed this webinar very much!"
  • "This was the most interesting on-line course that I have ever taken. Thank you for keeping me engaged and motivated."
  • "This was the first webinar I have attended with Surgent. I look forward to more!"
  • "This was by far the best A&A seminar I have ever attended. The material was relevant and very well presented."
  • "Material was VERY well written and explained and will remain a good resource for future reference."
  • "The instructor was great. She keeps the content interesting and related each topic to real life examples."
  • "Dennis Benvie was great and I will now take all of my webinars from Surgent in the future. Thanks for offering a great CPE webinar product! "

SURGENT IS APPROVED AS A PROVIDER OF CONTINUING EDUCATION BY: