UWorld + Surgent
We are excited to announce that we have acquired Surgent Accounting & Financial Education. This acquisition strengthens our ability to support accounting and finance professionals at every stage of their careers, from confidently passing high-stakes exams to staying current with evolving regulations, industry trends, and their continuing education requirements.
We’re excited to offer our high-quality CPA, CMA®, and CFA® exam review courses in addition to Surgent’s:
- Extensive library of continuing professional education (CPE) courses to keep accounting and finance professionals compliant, knowledgeable, and valuable to their companies and clients
- Exam reviews and learning platforms for the Enrolled Agent (EA), Certified Internal Auditor (CIA), and Certified Information Systems Auditor (CISA) certifications
- Income Tax School with IRS-approved courses for tax specialists of all levels
Together, we offer a world-class solution that redefines how accounting and finance professionals learn, grow, and succeed in their careers.
About Surgent
For more than 40 years, Surgent has been dedicated to helping accounting and finance professionals launch and lead successful, fulfilling careers.
Surgent’s online CPE course catalog is the biggest in the industry, with more than 10,000 credit hours. Students have access to thousands of courses, from software-specific to Income Tax School, to help them succeed. The company partners with:
- Firms and corporations that invest in employee learning and development to drive organizational success
- Faculty by providing professors with relevant, continually updated materials and resources that easily integrate into their curricula to keep students in line with best practices
- Professional organizations to empower members to become experts in their industry and area of practice
- National and state societies and associations to support their members
- Resellers who utilize custom exam review offerings to differentiate themselves in a crowded marketplace
Our Products
Exam Review
UWorld Accounting CPA Exam Review: UWorld’s CPA Exam Review uses expert-led instruction, adaptive learning tools, and exam-level practice questions to prepare candidates for all CPA Exam sections. It combines detailed answer explanations, performance tracking, and personalized study tools to help candidates master concepts and pass with confidence.
Surgent CPA Exam Review: Surgent’s CPA Exam Review uses adaptive technology to create personalized study plans based on each candidate’s strengths and weaknesses. It combines targeted practice, performance tracking, and comprehensive content to help candidates prepare efficiently and pass with confidence.
UWorld Accounting CMA Exam Review: UWorld’s CMA Exam Review provides personalized preparation for the Certified Management Accountant exam using adaptive learning technology and structured content. It includes targeted practice questions, performance insights, and expert instruction to help candidates build understanding and succeed on exam day.
Surgent CMA Exam Review: Surgent’s CMA Exam Review provides personalized preparation for the Certified Management Accountant exam using adaptive learning tools. It includes targeted practice questions and structured content to help candidates focus on key concepts and improve exam readiness.
UWorld Finance CFA Exam Review: UWorld’s CFA Exam Review prepares candidates for all levels of the CFA Exam with expert-designed study materials and adaptive learning tools. It combines exam-level questions, analytics, and structured content to help candidates strengthen their understanding and improve exam performance.
Surgent EA Exam Review: Surgent’s EA Exam Review prepares candidates for the IRS Special Enrollment Exam through personalized study plans and adaptive learning technology. It offers comprehensive content and targeted practice to help candidates build knowledge and pass efficiently.
Surgent CIA Exam Review: The CIA Exam Review helps candidates prepare for the Certified Internal Auditor exam using adaptive technology and personalized study paths. It includes targeted practice questions and performance insights to support efficient learning and exam success.
Surgent CISA Exam Review: Surgent’s CISA Exam Review prepares candidates for the Certified Information Systems Auditor exam with personalized study plans and aligned content. It combines targeted practice, performance tracking, and core concept review to help candidates build confidence and succeed.
Continuing Professional Education (CPE)
Surgent CPE: Surgent CPE offers a broad library of courses designed to help accounting and finance professionals maintain certifications and stay compliant. It provides flexible learning formats and up-to-date content across key topics such as tax, auditing, and ethics.
Tax & Career Entry
Surgent Income Tax School: Surgent’s Income Tax School provides structured, IRS-approved courses for individuals entering or advancing in tax preparation. It delivers step-by-step instruction and practical knowledge to help learners build skills and pursue tax-related careers.
Skill Development & Certifications
Surgent IQ: Surgent IQ offers a catalog of skill-building and certification courses designed to help professionals stay current and advance in their careers. It delivers flexible, digital learning experiences focused on developing in-demand competencies.
Surgent Interactive: Surgent Interactive offers expert-led digital courses that deliver engaging, flexible learning experiences. It helps professionals deepen their understanding of key topics while learning at their own pace.
Frequently Asked Questions (FAQs)
Will the Surgent brand name change to UWorld?
There are no plans to change the Surgent brand name at this time. Surgent will continue to operate under its existing brands, with “A UWorld Company” added to reflect our combined strengths.
Will there be any interruptions to offerings, deadlines, pricing, or customer experience?
UWorld will continue to operate Surgent’s products and services as usual, with no disruption to current offerings, partnerships, pricing, or customer experience.
Will Surgent’s product lineup change, given there is overlap with UWorld Accounting’s CPA and CMA products?
Surgent’s complete product lineup, which includes CPA and CMA exam reviews that overlap with UWorld’s CPA and CMA exam review courses, will remain the same at this time. UWorld will continue to evaluate all offerings and make thoughtful decisions that best support our customers.
What do UWorld customers gain from the acquisition?
This acquisition strengthens UWorld’s ability to support accounting and finance professionals at every stage of their careers, from confidently passing high-stakes exams to staying current with evolving regulations, industry trends, and their continuing education requirements. You won’t need to look anywhere else.
