Support Your People Through Every Credential and Every Career Stage

One agreement covers CPA, CMA®, CIA®, CISA®, and EA review, plus the Surgent continuing professional education catalog. That means the same relationship supports a student sitting for their first CPA section, a new hire working toward licensure, and a licensed professional completing this year’s CPE, without separate contracts or separate vendor reviews for each stage.

Pricing is set per partnership rather than published as a list rate. It scales with the number of learners you support and the mix of exam review and CPE you need, and your business development contact builds the model with you so budget owners can see the full-year cost before anything is signed.

Yes. Partner dashboards report activity, benchmark progress, and readiness for the cohorts you sponsor, so faculty can spot students falling behind, L&D teams can report on candidate readiness, and societies can show boards how members are using the benefit.

Content is maintained against the current blueprints for every credential we cover, including the CPA Evolution disciplines. Updates are made as the governing bodies publish changes, so the material your learners study reflects what they will actually sit for.

Training providers license content to deliver through their own programs rather than buying seats for their own people. Terms are structured for resale, with flexible integration and delivery options so the material fits inside the program you already run.

Most partnerships go live within a few weeks of agreement. That window covers onboarding, access provisioning for your learners, dashboard setup for your administrators, and a kickoff session so everyone knows how to use what they have.

Yes. Many organizations start with CPA review and add CMA®, CIA®, CISA®, EA, or CPE as needs grow. Because everything sits inside one relationship, expanding usually means amending the existing agreement rather than starting a new procurement cycle.

You get a dedicated business development contact as your single point of escalation, learner-facing support for access and technical issues, and periodic reviews of usage and outcomes that you can take back to your stakeholders.

SmartPath® benchmarks show learners whether they are on track and where to focus next, and the same signals surface in your dashboards so your team can step in with coaching before an exam date rather than after a failed attempt.

Use the segment buttons at the top of this page or the contact section above and we will route you to the team that works with your organization type. If you are unsure which model fits, send us a short note about your organization and we will recommend one.