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Investments Self-Study CPE Courses

Surgent’s investments CPE self-study courses cover the ever-changing laws and regulations governing investment taxation. Our tax CPE courses help you help your clients navigate the maze of tax rules and develop a tax-advantaged investment strategy. With investments-focused tax CPE Self-Study courses from Surgent, you’ll be able to give your clients the advice they need to plan effectively. These CPE tax courses will keep you current on all the latest developments in this area of taxation.


Surgent courses and instructors are consistently praised for their ability to make challenging content accessible, relevant, and engaging. We cover all areas and stages of continuing professional education, including Accounting & Audit, Audit Skills Training, Ethics, Government & Not-for-Profit, Taxation, Tax Staff-Level Training, Technology, as well as CPA Review for CPA Candidates.

Course TitleFormatCreditsPrice 

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Tax Reporting for Executive Compensation (EXC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

This Year's Top Tax and Financial-Planning Ideas (IEF4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

This Year's Top Tax and Financial-Planning Ideas (IEF4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
Field of Study: Taxes (12)

Self-Study Download

12

$219.00

Buy now

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
Field of Study: Taxes (12)

Self-Study Textbook

12

$285.00

Buy now

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

Self-Study Download

8

$159.00

Buy now

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

Self-Study Textbook

8

$210.00

Buy now

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

Self-Study Webcasts

8

$199.00

Buy now

A Guide to Nonqualified Deferred Compensation (NDC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Real Estate Taxation: Critical Considerations (RET4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

Real Estate Taxation: Critical Considerations (RET4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

Real Estate Taxation: Critical Considerations (RET4)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now

Real Estate Tax Boot Camp (RETC)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Real Estate Tax Boot Camp (RETC)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

Real Estate for Accounting and Finance Professionals (RLE2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$109.00

Buy now
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