Specialized Knowledge

Self-Study Video

Specialized Knowledge, Taxes

(SSOT161/27) Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who...
Read More

Self-Study Text

Specialized Knowledge, Taxes

(SSOT149/27) Surgent’s Securing a Comfortable Retirement in the Age of Spending

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
Read More

Self-Study Video

Specialized Knowledge

(SSOT145/27) Surgent’s Building Trustworthy AI Systems in Finance: The NIST AI RMF Approach

As organizations worldwide integrate artificial intelligence into their operations, ensuring ethical and responsible use is essential. This course provides finance and accounting and auditing professionals with the insights and practical tools needed to implement the National Institute of Standards and Technology (NIST) AI Risk Management Framework (AI RMF). Participants will explore the framework's principles of...
Read More

Self-Study Video

Specialized Knowledge

(SSOT118/27) Surgent’s Exploring Business Valuation Fundamentals

What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.
Read More

Self-Study Video

Specialized Knowledge, Taxes

(SSOT136/27) Surgent’s Marijuana: A Generalized Business Viewpoint

Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a...
Read More

Self-Study Video

Specialized Knowledge

(SSOT143/27) Surgent’s Raising Financially Capable Children

This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting...
Read More

Self-Study Video

Specialized Knowledge

(SSOT105/27) Surgent’s Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders

This course provides U.S.-based accounting and finance professionals with an in-depth understanding of the EU Artificial Intelligence (AI) Act, the first comprehensive AI regulation in the world. It explores the Act's key provisions, including its risk classification framework, compliance requirements for high-risk systems, and transparency obligations. Participants will gain insight into how the Act affects...
Read More

Self-Study Video

Specialized Knowledge

(SSOT132/27) Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know

In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet soon after it became law, critics argued that HIPAA "lacked teeth", noting that the only remedy for violations of the law was...
Read More

Self-Study Video

Specialized Knowledge, Taxes

(SSOT148/27) Surgent’s Securing a Comfortable Retirement in the Age of Spending

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
Read More

Livestream

Specialized Knowledge

(LITE10/26) Cybersecurity Foundation for CPAs

Cybersecurity Foundation for CPAs - Cybersecurity is no longer just an IT issue—it’s a professional responsibility. In this 80-minute course, CPAs will gain a clear, actionable foundation in cybersecurity risk, controls, and governance so they can better protect their firm, advise clients with confidence, and avoid costly blind spots.
Read More