Surgent CPA Review 2023 | All You Need To Know

Surgent CPA Review Courses

As a CPA student, adopting efficient study methods and software is essential to increase your CPA Exam score. Surgent CPA Review is one of the most efficient and streamlined CPA review courses today. The Surgent CPA Review course covers all four sections of the CPA exam and come in three packages: Essentials, Premier, and Ultimate. 

Their ASAP adaptive learning technology creates personalized study plans that help you focus on the most essential topics. They combine summarized lessons to help you maximize your study time.

Most review courses offer adaptive learning technology, but Surgent CPA Review‘s approach is unique. It’s built around how well you perform on multiple choice questions (a critical building block in any CPA review course) at the start of the course before suggesting which lectures to watch and textbook chapters to read.

Surgent’s tailored approach is ideal whether you’re an experienced accountant or if you can’t afford to complete an entire review course from start to finish.

The Surgent Review exam course also gives you access to up-to-date study information to help you pass the CPA exam.

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Surgent CPA Review Course: Pros and Cons

Pros


  • Non-linear course format
  • Adaptive format that saves time
  • Lectures better than most courses
  • Pass Guarantee
  • Access to CRAM course included
  • Offers CPA success coach and Exam instructors
  • FREE flashcard app

Cons


  • Non-linear format not for everyone
  • Can be expensive (without discounts!)
  • Audio course with Ultimate Pass only
  • Efficient approach may not be for you

Surgent CPA Discount Codes

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Surgent CPA Exam Review Course Features

  • Background
  • Surgent Course Planner
  • Surgent Daily Surge
  • Surgent Multiple Choice Questions
  • Surgent CPA Practice Exams
  • Surgent CPA Books
  • Surgent Lectures
  • Surgent Flashcards
  • Surgent Simulations
  • Other Important Features

Background

Surgent CPA Review was originally started by Jack Surgent, the Company’s CEO, who has been teaching and delivering seminars in the CPE / continuing education space for over 25 years. They also feature a host of exceptional teachers, including Liz Kolar, who has 25+ years of experience preparing students for the CPA exam.

Surgent Course Planner

Surgent CPA Review takes your expected exam date and days per week that you plan to study. From there, the course estimates how many study hours per day you’ll need to successfully prep for the exam. If you need to update things, Surgent’s schedule will automatically refresh. 

Surgent CPA review exam planner

Surgent Daily Surge

Once you set your study schedule, Surgent moves right into the assessment phase to gauge your familiarity with the course material. This step is critical to establishing your tailored study plan. Give it your best shot, but don’t be concerned about getting more than a few questions wrong.

Surgent CPA review adaptive learning 1

Surgent then designs a personalized study plan depending on your ReadySCORE. You’ll get a personalized Daily Surge with approved practice tests and study materials in the study plan. You can also get bite-sized video lectures, MCQs, and reading materials from the daily surge.

Surgent CPA review dashboard

The dashboard also includes your personalized study plan based on your strengths and weaknesses over the course material. Surgent’s dashboard is intuitive and user-friendly, allowing quick access to the digital text, practice questions, and lectures for each subject area.

Surgent Multiple Choice Questions

Surgent CPA Review features 8,700+ multiple-choice questions (MCQs) as part of its Ultimate course. MCQs are organized into three sections: assessment, study, and practice. If you answer a question incorrectly, the adaptive learning technology sorts them for you to re-do in the future.

Surgent’s software tracks your MCQ performance and tailors future lessons to address the topics where you need to improve the most. Surgent’s MCQs include detailed explanations behind each answer, and cross-reference to the lectures, glossary sections, and textbook references related to each subject. This saves tons of time from researching contents and study materials. 

They offer short lectures with the right approach.

Surgent CPA Practice Exams

Surgent CPA practice exams are essential to testing your knowledge and honing your time management skills so that you’re sharp on exam day.

Surgent’s simulated exams do an excellent job replicating the actual exam’s format, structure, and timing. Overall, Surgent’s exam simulator looks and feels similar to the AICPA version.

The best part? After each practice exam, Surgent breaks down your performance so you know where you need to improve. You can generate unlimited practice exams throughout your exam prep to build confidence before the actual exam.

Surgent CPA Books

Surgent comes with printed and digital textbooks integrated with the other study materials. They revise their texts quarterly, so you’ll always have the most up-to-date study content, which is aligned with the AICPA exam blueprint.

Unlike other CPA courses, Surgent’s textbook is meant to be read sparingly rather than from front to back. Instead, Surgent’s textbook is integrated with the lectures and other study materials, so you only need to read the most essential sections. 

Reading generally takes more time than other forms of learning, so Surgent’s approach can save you lots of time. Still, Surgent’s textbooks cover all four sections of the exam and have nearly 2,300 pages of content, so you can always dive deeper if you’d like.

Surgent Lectures

Most CPA review courses make you watch the lectures as the first step in your review process, but Surgent flips that approach on its head.

Using your initial course assessment, Surgent identifies the topics where you need the most improvement and prioritizes those lectures instead. This simple step shaves countless hours so you can focus your effort on higher-value activities like MCQs and simulations.

Surgent CPA review lectures

Overall, Surgent has 350+ video lectures averaging 10-20 minutes, giving you maximum flexibility to study when it’s most convenient.

Surgent Flashcards

Surgent has a free flashcard app with 2,200 digital flashcards covering all four exam parts.

Not a Surgent student? You don’t even need to be enrolled in their course. Just download their iOS or Android app, enter your email, and you’ll have access to all 2,200 digital flashcards.

Surgent CPA review flashcards

Printed flashcards are also available and come in a friendly, organized spindle for each exam section. Each unit has 250 flashcards updated every quarter to give students upgraded content.

Surgent Simulations

Surgent CPA Review has over 400 task-based simulations to prep you for the exam, more than most other courses. They’re often one of the first to implement new Simulation questions, so you’ll usually have access to the latest exam content as they update the course. 

Surgent CPA review simulations

As with the multiple choice questions, Surgent tracks your performance on the simulations so you’ll learning path will constantly be tailored around the topics where you need to improve the most.

Other Important Features

On top of its complete CPA Review courses, Surgent offers other essential resources to help you prepare and pass the CPA exam:

  1. University PASS – Surgent’s University PASS is designed for college professors to supplement their lesson plans with CPA exam prep content and Surgent’s software. 
  2. Excel Certificate Course – The CPA exam software now integrates Microsoft Excel into the program instead of proprietary software. This increases proficiency in Excel to help in your exam success. It is a Surgent course designed for accounting and finance professionals. It instructs them on the fundamental equations, and time-saving techniques for the CPA Exam.  
  3. CPA Exam Prep Webinars (FREE!) – Held every 2-3 weeks, Surgent’s webinars cover more general exam topics such as “How to solve a REG task-based simulation.” They are an excellent resource for anybody preparing for the exam, even if you’re not already a Surgent CPA student.
  4. Personalized CPA Study Tips (FREE!) – Sign up through their website, and each month, Surgent will send you free tips and tricks. CPA Exam Flashcard App (iOS and Android, and FREE!). Surgent’s flashcard app is an outstanding resource and a must-have for anyone preparing for the exam, even if you’re not already a Surgent CPA student. 

Surgent Pricing on Course Packages

Surgent has three-course packages: Essentials Pass, Premier Pass, and Ultimate Pass. 

Each one gives you access to the most critical CPA review material, but there are some notable differences. Let’s have a look at their latest pricing and course features:

Surgent CPA review packages

Surgent CPA review course features

More About Surgent CPA Review

Surgent CPA Review Login

Surgent CPA Review is accessible online from any device. They even have a slick app for iOS and Android for a mobile-friendly studying experience. You can even download particular lectures and view them later offline, which is huge. 

Surgent provides more offline access than most other review courses between the offline lectures, printed textbooks, and FREE flashcard app. They even offer Unlimited Access and automatic updates to all of their digital course materials until you pass the exam.

Surgent Customer Support

Surgent CPA Review offers several customer support options. 

The Essentials and Premier Pass courses come with personalized, 1-on-1 coaching sessions throughout your exam prep journey. With the Premier Pass, you’ll also have a dedicated Success Coach. This level of service ais above and beyond what most competitors offer their lower-tier courses.

Ultimate Pass adds a dedicated customer support team that promises to respond to content & technical questions within one business day.

Surgent CPA Free Trial

Try Surgent out for yourself and take advantage of their 46-hour free trial of their entire course.

What Does Reddit Have to Say About Surgent CPA Review?

Reddit has lively debates on just about everything, and discussion around Surgent CPA review is no different.

Based on our research, we observed that many people really like Surgent and do well with the course. We also noticed others complaining about certain study materials and not saving as much time as they expected. Opinions are all over the place, so how do you know if Surgent CPA is right for you?

Your experience with any course will come down to several factors. Surgent doesn’t promise to be the best CPA review course for everyone, and no CPA review course is one-size-fits-all.

Surgent’s efficient learning system works best if you’re still in college, fresh out of school or have deep work experience in several topic areas. Otherwise, it’s hard to expect any course to be both comprehensive and highly efficient at the same time.

Surgent CPA Financing & Discount Code

Surgent offers 0% APR financing through Affirm, a great option if you can’t afford to pay for the entire course up-front.

There are also discount codes for complete Surgent CPA Review courses like Essentials, Premier, and Ultimate Pass, as well as individual parts (AUD, REG, FAR, BEC). Additionally, save as much money as possible with the latest Maven-exclusive codes or over to our Discounts page.

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Additionally, grab discount codes on the following:

  • Offer: Exclusive Student and Associate Pricing

Coupon Code: Please call 877-721-3565 ext. 402 or email info@surgentcpareview.com to take advantage of this special offer.

Applies to all Surgent CPA Review courses

  • Offer: Government/Military/Veteran discount (25% off)

Coupon Code: Please call 877-721-3565 ext. 402 or email info@surgentcpareview.com to take advantage of this special offer.

Applies to complete 4-Part Course or Individual Parts

Surgent vs. Gleim CPA Review Courses

When choosing a CPA review course, it’s essential to compare the best features and the value of the course materials offered.

The best CPA Exam prep courses will help you create a personalized study plan for your learning, reduce your study time, increase your efficiency, and help you pass the exam. Here’s a comparison of Surgent vs. Gleim CPA Review, another popular option among candidates:

CPA Review Study Features Surgent Gleim
Course Expiration Unlimited access on all courses Traditional – 18 months
Premium – Unlimited access
Learning technology ASAP Technology / ReadySCORE SmartAdapt
Study planner Auto-updates based on performance Auto-updates based on performance
Best study materials Assessment quizzes
Daily Surge
Unlimited practice exams
SmartAdapt quizzes
Biggest MCQ and simulation bank
Unlimited practice exams
Final review features Unlimited practice exams
(No separate final review feature)
Gleim Finish Line
Unlimited practice exams
Free course updates Unlimited updates Traditional – Free updates for 18 months
Premium – Unlimited updates + new textbooks (w/ S&H)
Study support Three 30-minute sessions with a CPA Exam success coach Traditional – Individual counselors
Premium – Individual counselors, team of accounting experts, tech support
Assessments 10 Quizzes (350 total questions) 20 baseline quizzes (1 per chapter)

Top Benefits of Surgent CPA Exam Review Course

  1. Adaptive approach + short lecture format can limit your study time
  2. Surgent CPA review provides unlimited updates to optimize the learning process.
  3. The course is smartphone accessible (Android and iOS) and on tablets, along with a user-friendly interface to view all features and videos on your device.
  4. Knowledgeable Surgent Student Support team. Also, Premier and Ultimate Pass students can get help from the Success Coaches.
  5. Flexible payment options + discounts with all Surgent CPA review packages.
  6. Surgent CPA Review provides adequate reading material, including MCQs, video lectures, textbooks, and flashcards.

Get Started with Surgent Review Course

Surgent CPA Review stands out for its non-linear study format. It’s efficient learning approach is ideally suited for experienced accountants or those that don’t need to study every single topic and want to save time.

If you need a more comprehensive course with tons of study material then Surgent can still get the job done, but there may be other courses you want to consider like Becker CPA review or Gleim CPA review.

FAQs About Surgent CPA Exam Review

How much does Surgent CPA cost?

Surgent CPA offers three full 4-part course packages starting with the Essentials course at $1,599, Premier Pass at $2,399 and Ultimate Pass at $2,999, but you can save well over $1,000 with an exclusive Surgent discount code.  You can also purchase individual course sections for $599 each.

How should I study for the CPA exam using Surgent?

At the beginning of the course, you’ll take a diagnostic to test your knowledge of the various topics throughout the course. Based on the diagnostic results, Surgent will then provide you with a tailored learning path that focuses your time and attention on the topics where you need to improve the most.

What is Surgent CPA known for?

Surgent is known for its efficient learning approach, which is extremely appealing to many folks taking the CPA exam. At the start of the course, you’ll enter the number of weeks until the expected date of the exam. The course uses your exam date and your diagnostic results to estimate the daily / weekly study hours you’ll need to pass the exam, helping you set useful and realistic expectations going into each exam.

Why should I choose Surgent CPA?

Unlike some other courses that offer efficient-learning tools, Surgent CPA provides a truly-efficient learning approach and study schedule tailored to your strengths and weaknesses. For that reason, Surgent CPA is a great fit for established accounting professionals and/or those with a family or other commitments outside of work that simply may not be able to commit 400-500 hours to studying over the course of a year or more. Surgent lets you prioritize the most essential topics to pass the CPA exam, which by their measures can shave hundreds of hours off your study time.

Why Should I Choose Surgent CPA?

Surgent CPA offers you great study resources that increase your exam score. With more than 7,700 multiple-choice questions, 400 simulations, advanced study books, and over 350 video lessons, Surgent CPA is a great fit for established accounting professionals. Surgent lets you prioritize essential topics to pass the CPA exam, which can save hundreds of hours of your study time by their measures.

How to Reset the Surgent CPA Review?

To reset the Surgent CPA review, go to your Surgent profile, select settings, then click on the test date to reset your review course exam.

About the author

Colin is a practicing CPA with over 14 years of experience in various accounting and finance roles. After reaching the Sr. Manager level at a Big-4 firm, he now works as a freelance consultant while helping others pass their professional exams.

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