Management Self-Study CPE Courses

Surgent’s management self-study CPE courses impart a set of management skills that will complement your technical expertise. Surgent’s management CPE Self-Study courses will build your skills in key areas such as leadership, hiring and firing and running effective meetings. Our management CPA CPE courses will show you how to effectively manage your firm and how to protect it against the unexpected.

Surgent provides the highest-quality, most complete, and most convenient professional education programs in the industry — in a range of delivery formats that include live seminars, live webinars, on-demand webcasts, and downloadable self-study courses. Our curriculum is designed to meet the full-range of professional education needs for CPAs in public accounting, as well as for financial professionals serving in corporate roles.

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.

Course Title	Format	Credits	Price
Data Analytics for Accountants and Financial Managers (AFAM) Field of Study: Accounting (1), Management Services (1)	Self-Study Webcasts	2	$89.00	Buy now
Business Development for Accounting and Other Professionals (BDAP) Field of Study: Communications and Marketing (1)	Self-Study Webcasts	1	$49.00	Buy now
Business Development: Referral Rally (BDV1) Field of Study: Communications and Marketing (1)	Self-Study Download	1	$49.00	Buy now
Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (CAS2) Field of Study: Business Management and Organization (2)	Self-Study Webcasts	2	$89.00	Buy now
Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4) Field of Study: Management Services (4)	Self-Study Download	4	$79.00	Buy now
Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4) Field of Study: Management Services (4)	Self-Study Textbook	4	$139.00	Buy now
Achieving High Levels of Compliance and Customer Service in Your Organization (CCS4) Field of Study: Management Services (4)	Self-Study Webcasts	4	$129.00	Buy now
CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties – Panel Discussion (CFO1) Field of Study: Management Services - Technical (1)	Self-Study Webcasts	1	$59.00	Buy now
Mastering Client Management for Accounting and Finance Professionals (CLM2) Field of Study: Business Management and Organization (2)	Self-Study Webcasts	2	$89.00	Buy now
Controllership Skills Update: Mergers, Acquisitions, and Alliances (CON4) Field of Study: Accounting (1), Management Services (1)	Self-Study Webcasts	2	$89.00	Buy now
Capital Planning in Light of COVID-19 (CPIC) Field of Study: Management Services (1)	Self-Study Webcasts	1	$49.00	Buy now
Data Analytics Toolkit – Tools and Applications (DATA) Field of Study: Accounting (1), Management Services (1)	Self-Study Webcasts	2	$89.00	Buy now
Engagement and Client Retention Best Practices (ECR2) Field of Study: Business Management and Organization (1), Communications and Marketing (1)	Self-Study Webcasts	2	$109.00	Buy now
Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (ERM4) Field of Study: Management Services (4)	Self-Study Download	4	$79.00	Buy now
Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (ERM4) Field of Study: Management Services (4)	Self-Study Textbook	4	$139.00	Buy now
Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (ERM4) Field of Study: Management Services (4)	Self-Study Webcasts	4	$129.00	Buy now
Enterprise Risk Management for Small and Medium-Sized Companies (ERM8) Field of Study: Management Services (8)	Self-Study Download	8	$159.00	Buy now
Enterprise Risk Management for Small and Medium-Sized Companies (ERM8) Field of Study: Management Services (8)	Self-Study Textbook	8	$210.00	Buy now
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4) Field of Study: Business Management & Organization (Non-technical) (2), Finance (2)	Self-Study Download	4	$79.00	Buy now
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4) Field of Study: Business Management & Organization (Non-technical) (2), Finance (2)	Self-Study Textbook	4	$139.00	Buy now
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (GCA4) Field of Study: Business Management & Organization (Non-technical) (2), Finance (2)	Self-Study Webcasts	4	$129.00	Buy now
The CMA’s Guide to Project Management (GTPM) Field of Study: Accounting (1), Business Management and Organization (1)	Self-Study Webcasts	2	$89.00	Buy now
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4) Field of Study: Business Law (2), Taxes (2)	Self-Study Webcasts	4	$129.00	Buy now
Handling Difficult People (HDPW) Field of Study: Personnel/Human Resources (2)	Self-Study Webcasts	2	$89.00	Buy now
Employer's Handbook: Legal, Tax, and Health Care Issues (HTOF) Field of Study: Business Law (5), Taxes (3)	Self-Study Webcasts	8	$199.00	Buy now
Increase the Efficiency of Your Organization (IEYO) Field of Study: Management Services (1)	Self-Study Webcasts	1	$49.00	Buy now
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (IFB4) Field of Study: Management Services (4)	Self-Study Download	4	$79.00	Buy now
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (IFB4) Field of Study: Management Services (4)	Self-Study Textbook	4	$139.00	Buy now
Increase Success by Understanding People (ISUP) Field of Study: Personnel/Human Resources (1)	Self-Study Webcasts	1	$49.00	Buy now
Lessons Learned from Successful Companies (LLSC) Field of Study: Business Management & Organization (Non-technical) (2)	Self-Study Webcasts	2	$89.00	Buy now
Metrics, Benchmarking, and Measurement (MBAM) Field of Study: Management Services (1)	Self-Study Webcasts	1	$49.00	Buy now
Engaging and Managing Young Professionals (MMLS) Field of Study: Business Management & Organization (Non-technical) (2)	Self-Study Webcasts	2	$89.00	Buy now
Organizational Culture and the Finance Professional (OCFP) Field of Study: Business Management & Organization (Non-technical) (1)	Self-Study Webcasts	1	$49.00	Buy now
Progressive Discipline and Termination (PDAT) Field of Study: Personnel/Human Resources (2)	Self-Study Webcasts	2	$89.00	Buy now
Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4) Field of Study: Management Services (4)	Self-Study Download	4	$79.00	Buy now
Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4) Field of Study: Management Services (4)	Self-Study Textbook	4	$139.00	Buy now
Integrated Planning, Forecasting, and Budgeting for Organizational Success (PLF4) Field of Study: Management Services (4)	Self-Study Webcasts	4	$129.00	Buy now
CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (PLFB) Field of Study: Management Services (8)	Self-Study Download	8	$159.00	Buy now
CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (PLFB) Field of Study: Management Services (8)	Self-Study Textbook	8	$210.00	Buy now
Project Management for Finance Professionals (PMFP) Field of Study: Management Services (6)	Self-Study Download	6	$119.00	Buy now
Project Management for Finance Professionals (PMFP) Field of Study: Management Services (6)	Self-Study Textbook	6	$165.00	Buy now
Project Management: Tips, Tricks, and Traps (PMT4) Field of Study: Management Services (4)	Self-Study Download	4	$79.00	Buy now
Project Management: Tips, Tricks, and Traps (PMT4) Field of Study: Management Services (4)	Self-Study Textbook	4	$139.00	Buy now
Project Management: Tips, Tricks, and Traps (PMT4) Field of Study: Management Services (4)	Self-Study Webcasts	4	$129.00	Buy now
Risk Management for the Small Business (RMSB) Field of Study: Management Services (1)	Self-Study Webcasts	1	$49.00	Buy now
Implementing Subscription Pricing to Your Practice (SPP2) Field of Study: Business Management and Organization (2)	Self-Study Webcasts	2	$109.00	Buy now
Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (SSB2) Field of Study: Business Management & Organization (Non-technical) (2)	Self-Study Webcasts	2	$89.00	Buy now
Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4) Field of Study: Finance (4)	Self-Study Download	4	$79.00	Buy now
Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4) Field of Study: Finance (4)	Self-Study Textbook	4	$139.00	Buy now
Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4) Field of Study: Finance (4)	Self-Study Webcasts	4	$129.00	Buy now
Current Developments and Best Practices for Today's CFOs and Controllers (TCFO) Field of Study: Finance (8)	Self-Study Download	8	$159.00	Buy now
Current Developments and Best Practices for Today's CFOs and Controllers (TCFO) Field of Study: Finance (8)	Self-Study Textbook	8	$210.00	Buy now
Planning and Strategy Formulation for Your Organization's Financial Success (TDE4) Field of Study: Management Services (4)	Self-Study Download	4	$79.00	Buy now
Planning and Strategy Formulation for Your Organization's Financial Success (TDE4) Field of Study: Management Services (4)	Self-Study Textbook	4	$139.00	Buy now
The Nimble Business: How to Thrive in a Rapidly Changing World (TRCW) Field of Study: Business Management & Organization (Non-technical) (1)	Self-Study Webcasts	1	$49.00	Buy now
Why People Quit: A Look at Accounting and Other Professionals (WPQA) Field of Study: Personnel/Human Resources (1)	Self-Study Webcasts	1	$49.00	Buy now

Management Self-Study CPE Courses

Stay in the know

Resources

Support

Company

Contact

Log In to Your Surgent Account

Reset Your Password

Sign In to Your Surgent Account

Management Self-Study CPE Courses

Loading...

YOU ARE ADDING THE FOLLOWING TO YOUR CART:

Loading...

YOU ARE ADDING THE FOLLOWING TO YOUR CART:

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:

YOU MAY ALSO BE INTERESTED IN:

Loading...

Stay in the know

Resources

Support

Company

Contact

Missing Required Fields

Thank You!

Thank You! Your subscription has been submitted.

Missing Required Fields