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Marketing Self-Study CPE Courses

Surgent’s marketing self-study CPE courses teach CPAs and other financial professionals key marketing terms and tactics that can help them market their practices and consultancies. Our NASBA-approved marketing CPE Self-Study courses help you meet your state’s requirements and give you a wealth of ideas of how to both promote your practice to potential clients and to expand the services you offer to existing ones.


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 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.

Course TitleFormatCreditsPrice 

Getting Ahead: The Art of Marketing for CPAs (AMC2)
Field of Study: Communications and Marketing (2)

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

Build Professional Relationships to Enhance Your Career-Authentic Networking (BPRN)
Field of Study: Communications and Marketing (1)

Self-Study Webcasts

1

$49.00

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 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

Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (FRS2)
Field of Study: Communications and Marketing (2)

Self-Study Webcasts

2

$89.00

Buy now

Skills to Enhance Personal and Professional Networks (NET2)
Field of Study: Communications and Marketing (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

Public Speaking and Presentation Skills (PSP2)
Field of Study: Communications and Marketing (2)

Self-Study Webcasts

2

$89.00

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

Going Out on Your Own: Entity Types and Accounting Methods (TAM2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

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
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