The following descriptions detail the different formats of our 2016 in-firm training courses.
For details, view our complete catalog by clicking on the PDF file to the right.


Surgent’s in-firm program brings training directly to you, the client. This option gives each client the freedom to select the course, the Surgent discussion leader, location, timeframe, CPE sponsorship (by Surgent McCoy or the firm), and the logistics of the training. Live in-firm training is ideal for clients looking to tailor CPE requirements to their own needs on their own terms.


Get all the benefits of interaction with a live instructor, without leaving your desk or conference room. Surgent webinars offer live credit and are available in 2-, 4-, and 8-hour segments on hundreds of different topics. Schedule your firm to attend one of our public webinars offered throughout the year, or purchase Bulk Buy CPE Hours for total flexibility in scheduling your staff for webinars.


This alternative allows clients the opportunity to choose the date, the location, the instructor (internal or outside contract), and the ability to customize the program by using client-specific examples. Please note: There is a minimum of five books per order, and the firm is responsible for providing CPE sponsorship for this program. For selected programs, PowerPoint slides and facilitator’s guides are also available.


This option was created for large firms, with 100+ members to train. Clients may lease course materials for up to one full year, with unlimited use, for a one-time flat fee. (The course materials are emailed in a PDF format so the firm can print the desired number of books.) Please note:The firm is responsible for providing CPE sponsorship for this program.


Choose from over 250 courses that you can do on your own time, anywhere you want. Simply take an online exam with immediate results to earn your CPE credit. Available formats include on-demand webcast, DVD, downloadable online, textbook, and CD-ROM. Self-study is a convenient and cost-effective way to supplement your firm’s training curriculum.

View/Print Surgent's 2017 CPE In-Firm Catalog

Live In-firm Training
In-firm Training: Books-only

For more information, contact us at (484) 588-4197 or