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Technology Self-Study CPE Courses

Surgent’s technology CPE self-study courses are a targeted series of courses that cover a range of topics, from primers on Excel and QuickBooks to introductions to computer science. Our technology CPE Self-Study courses impart software skills and computer knowledge critical to today’s financial professional. It’s technology CPE geared specifically toward the learning needs of CPAs and other financial professionals.


Surgent CPE courses cover the very latest information, regulatory changes, and practical issues related to tax, accounting, audit, ethics, government, non-profit, and technology — topics that affect practicing CPAs, including those serving in public accounting, as well as accountants working in corporate roles such as CFOs, Controllers, and Comptrollers. Our course materials take you beyond your CPE needs by serving as a constant source of reference in your professional career.


Our technology self-study CPE topics covered include:

Course TitleFormatCreditsPrice 

Microsoft 365: Working with Excel Formulas and Functions (365F)
Field of Study: Computer Software & Applications (4)

Self-Study Download

4

$79.00

Buy now

Microsoft 365: Working with Excel Formulas and Functions (365F)
Field of Study: Computer Software & Applications (4)

Self-Study Textbook

4

$139.00

Buy now

Microsoft 365: Getting Started with Excel PivotTables and PivotCharts (365P)
Field of Study: Computer Software & Applications (4)

Self-Study Download

4

$79.00

Buy now

Microsoft 365: Getting Started with Excel PivotTables and PivotCharts (365P)
Field of Study: Computer Software & Applications (4)

Self-Study Textbook

4

$139.00

Buy now

Microsoft 365: Exploring Useful Excel Functions (365U)
Field of Study: Computer Software & Applications (6)

Self-Study Download

6

$119.00

Buy now

Microsoft 365: Exploring Useful Excel Functions (365U)
Field of Study: Computer Software & Applications (6)

Self-Study Textbook

6

$165.00

Buy now

Artificial Intelligence for Accounting and Finance Professionals (AIP2)
Field of Study: Information Technology (2)

Self-Study Webcasts

2

$89.00

Buy now

Anatomy of a Ransomware Event and Incident Response (ARE2)
Field of Study: Information Technology (2)

Self-Study Webcasts

2

$89.00

Buy now

Microsoft® Excel® 2016: Creating and Formatting Charts (CF16)
Field of Study: Computer Software & Applications (4)

Self-Study Download

4

$79.00

Buy now

Microsoft® Excel® 2016: Creating and Formatting Charts (CF16)
Field of Study: Computer Software & Applications (4)

Self-Study Textbook

4

$139.00

Buy now

The Risks and Benefits of ChatGPT and Artificial Intelligence (CHT2)
Field of Study: Information Technology (2)

Self-Study Webcasts

2

$109.00

Buy now

Part 1: Mastering Must-Have Skills for Finance Roles (CSC1)
Field of Study: Computer Software & Applications (0)

Self-Study Webcasts

0

$59.00

Buy now

Part 2: Taking Control of Your Data with Tables and Conditional Summing (CSC2)
Field of Study: Computer Software & Applications (0)

Self-Study Webcasts

0

$59.00

Buy now

Part 3: Getting the Most From VLookups and Other Lookup Functions (CSC3)
Field of Study: Computer Software & Applications (0)

Self-Study Webcasts

0

$59.00

Buy now

Part 4: Unleashing the Potential of the Pivot Table (CSC4)
Field of Study: Computer Software & Applications (0)

Self-Study Webcasts

0

$59.00

Buy now

Data Analytics Readiness Series: Visualizations and Reporting (DA10)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: Data Extraction and Data Sources (DAR1)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: Data Preparation Using Get and Transform (DAR2)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (DAR3)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: Excel Tables (DAR4)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: PivotTables (DAR5)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: Data Modeling (DAR6)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: Calculated Columns and Dimensions (DAR7)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas (DAR8)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel (DAR9)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Data Analytics: Planning and Implementation Strategies (DT01)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Excel: The Data Tools for Analysis - Power Query and Power Pivot (DT02)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power BI Desktop: DAX Formulas, Reporting, and Visualizations (DT03)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power BI.com: Empowering Collaborative Data Analytics in Your Organization (DT04)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Privacy and Security Training: Obligations of Confidentiality and Safekeeping (DTS2)
Field of Study: Information Technology (2)

Self-Study Webcasts

2

$89.00

Buy now

Microsoft® Excel® 365 and Excel® 2019: Getting Started with Excel (EX19)
Field of Study: Computer Software & Applications (4)

Self-Study Download

4

$79.00

Buy now

Microsoft® Excel® 365 and Excel® 2019: Getting Started with Excel (EX19)
Field of Study: Computer Software & Applications (4)

Self-Study Textbook

4

$139.00

Buy now

Microsoft® Excel® 2019: Exploring Useful Excel Functions (EXUF)
Field of Study: Computer Software & Applications (4)

Self-Study Download

4

$79.00

Buy now

Microsoft® Excel® 2019: Exploring Useful Excel Functions (EXUF)
Field of Study: Computer Software & Applications (4)

Self-Study Textbook

4

$139.00

Buy now

Microsoft® Excel® 2016: Working with Formulas and Functions (FF16)
Field of Study: Computer Software & Applications (4)

Self-Study Download

4

$79.00

Buy now

Microsoft® Excel® 2016: Working with Formulas and Functions (FF16)
Field of Study: Computer Software & Applications (4)

Self-Study Textbook

4

$139.00

Buy now

Accounting for Software – Internal Use and External Sales (IUES)
Field of Study: Accounting (2)

Self-Study Download

2

$49.00

Buy now

Opportunities in the Metaverse for Accounting and Other Professionals (MSV2)
Field of Study: Information Technology (2)

Self-Study Webcasts

2

$89.00

Buy now

Max the Tax: Metaverse (MTT7)
Field of Study: Information Technology (1)

Self-Study Download

1

$49.00

Buy now

Get Started with Power BI (PB01)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Become a Data Analysis Expert (PB02)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Clean, Transform, and Load Data in Power BI (PB03)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Build a Data Model for Analysis in Power BI (PB04)
Field of Study: Computer Software & Applications (4)

Self-Study Webcasts

4

$149.00

Buy now

Create Measures in Power BI That Define Your Metrics (PB05)
Field of Study: Computer Software & Applications (4)

Self-Study Webcasts

4

$149.00

Buy now

Create Visuals in Power BI to Successfully Analyze Data (PB06)
Field of Study: Computer Software & Applications (4)

Self-Study Webcasts

4

$149.00

Buy now

Leverage PowerBI.com to Create Data Analysis for Others (PB07)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Create Paginated Reports with Power BI Report Builder (PB08)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$89.00

Buy now

Microsoft® PowerPoint® 2016: Getting Started (PP16)
Field of Study: Computer Software & Applications (6)

Self-Study Download

6

$119.00

Buy now

Microsoft® PowerPoint® 2016: Getting Started (PP16)
Field of Study: Computer Software & Applications (6)

Self-Study Textbook

6

$165.00

Buy now

Power Query Series: Use Cases (PQ10)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Formulas, M Language, and Error Handling (PQ11)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Data Modeling and Next Steps (PQ12)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Introduction and First Connection (PQS1)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Making a Connection (PQS2)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Editor – The User Interface of Power Query (PQS3)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Data Transformations (PQS4)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Adding Columns for Data Enrichment (PQS5)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: More Transformations and Load Options (PQS6)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Append Queries (PQS7)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Merge Queries (PQS8)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Power Query Series: Useful Transformations (PQS9)
Field of Study: Information Technology (1)

Self-Study Webcasts

1

$59.00

Buy now

Microsoft® Excel® 2019: Getting Started with PivotTables and PivotCharts (PVPC)
Field of Study: Computer Software & Applications (4)

Self-Study Download

4

$79.00

Buy now

Microsoft® Excel® 2019: Getting Started with PivotTables and PivotCharts (PVPC)
Field of Study: Computer Software & Applications (4)

Self-Study Textbook

4

$139.00

Buy now

Technology Trends and Hot Topics Impacting the Accounting Profession (THT4)
Field of Study: Auditing (2), Information Technology (2)

Self-Study Download

4

$79.00

Buy now

Technology Trends and Hot Topics Impacting the Accounting Profession (THT4)
Field of Study: Auditing (2), Information Technology (2)

Self-Study Textbook

4

$139.00

Buy now

Microsoft® Excel® 2016: Useful Functions for CPAs (UF16)
Field of Study: Computer Software & Applications (4)

Self-Study Download

4

$79.00

Buy now

Microsoft® Excel® 2016: Useful Functions for CPAs (UF16)
Field of Study: Computer Software & Applications (4)

Self-Study Textbook

4

$139.00

Buy now

Excel for Staff Level 1 - What You Never Learned (XL01)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Excel for Staff Level 2 – Getting More Out of Excel (XL02)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Using ChatGPT with Excel (XL03)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Improve Design and Productivity with Excel Tables (XL04)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$89.00

Buy now

Mastering the Excel Lookup Functions (XL05)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Improve Spreadsheets by Building Controls in Excel (XL06)
Field of Study: Auditing (2)

Self-Study Webcasts

2

$109.00

Buy now

Finding Errors in Excel Spreadsheets (XL07)
Field of Study: Auditing (2)

Self-Study Webcasts

2

$109.00

Buy now

The 10 Must-Know Excel Features (XL08)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

Taking Advantage of Array Formulas in Excel (XL09)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now

The Latest and Greatest Excel Features (XL10)
Field of Study: Computer Software & Applications (2)

Self-Study Webcasts

2

$109.00

Buy now
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