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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.


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Course TitleDate & TimeInstructorsCreditsPricePurchase

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

September 30, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

October 17, 2016 10:00 AM - 06:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Best Individual Income Tax Update (BITU)
Field of Study: Taxes (8)

October 18, 2016 10:00 AM - 06:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms (GIFT)
Field of Study: Taxes (8)

October 19, 2016 11:30 AM - 07:30 PM (Eastern)

Robert Barnhill, III, CPA/PFS, CFP, JD, MBA

8

$219.00

Buy Now

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

October 20, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms (1041)
Field of Study: Taxes (8)

October 21, 2016 09:00 AM - 05:00 PM (Eastern)

Dennis Benvie, MS, CPA

8

$219.00

Buy Now

Individual and Financial-Planning Tax Camp (IFCP)
Field of Study: Taxes (8)

October 21, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Taking Your Medicine: Health Care in 2016 (OBC4)
Field of Study: Taxes (4)

October 21, 2016 01:00 PM - 04:30 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

4

$139.00

Buy Now

Best Federal Tax Update (BFTU)
Field of Study: Taxes (8)

October 22, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Best Individual Income Tax Update (BITU)
Field of Study: Taxes (8)

October 24, 2016 11:30 AM - 07:30 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now
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