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Convenient CPE Solutions for Firms


Tailored CPE programs trusted by 500 firms nationwide.

For more than 30 years, Surgent’s Firm Solutions Team 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

In-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

1041

Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (1041)

Intermediate


8

Taxes (8)

CFP / IRS

INHOUSE

1065

Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (1065)

Basic


8

Taxes (8)

IRS

INHOUSE

1AUS

Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting (1AUS)

Basic


8

Auditing (7), Regulatory Ethics (Technical) (1)

INHOUSE

1ST1

Staff Training in Taxation - Level 1 (1ST1)

Basic


8

Taxes (8)

IRS

INHOUSE

1ST2

Staff Training in Taxation - Level 2 (1ST2)

Intermediate


8

Taxes (8)

IRS

INHOUSE

1ST3

Staff Training in Taxation - Level 3 (1ST3)

Advanced


8

Taxes (8)

IRS

INHOUSE

2AUS

Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting (2AUS)

Basic


8

Auditing (8)

INHOUSE

3AUS

Audit Skills Training Level 3: Preparing for a Leadership Role in Public Accounting (3AUS)

Basic


8

Auditing (7), Personal Development (1)

INHOUSE

4AUS

Audit Skills Training Level 4: Managing Your Engagement and Your Team in Public Accounting (4AUS)

Intermediate


8

Auditing (8)

INHOUSE

5AUS

Audit Skills Training Level 5: Honing Your Skills as an Auditor and a Leader (5AUS)

Intermediate


8

Accounting (1), Auditing (4), Personal Development (1), Personnel / Human Resources (2)

INHOUSE

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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
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