Surgent CPA Review

surgent cpa review

Overview of Surgent CPA Review 2018 Course

Last Updated:January 20, 2018
Bryce Welker, CPA
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Surgent ★★★★★ 5
5 1

Surgent CPA Review is shaking things up in the CPA test prep arena. While all the other courses out there are sticking to traditional study models, Surgent has developed the most efficient way to study for the CPA exam and claims to cut down 50 hours of study time.

With software that utilizes true adaptive study algorithms, you will eliminate unnecessary study that dramatically reduces your CPA prep time. They’re one of the only course with real-time algorithms (continuously adaptive study plans), accurate pre-assessments, and factored exam weightings. It also includes features like a Premier Support Dedicated Coach, robust physical flashcards and textbooks, and some of the industry’s best CPA course instructors, Surgent has a lot going for it. Let’s look at all that Surgent CPA Review has to offer to see if this is the best course for you!


Surgent offers a couple different course packages. The Surgent CPA Premier Pass 4-Part Course has a price tag of $2,299. This is the industry average and includes study materials for all 4 sections of the CPA exam. Surgent also offers an Essentials Pass 4-Part course which can be purchased for $1,799. I will be referencing the Premier Pass course throughout this review since it is the most popular.

Course snapshot (product details):

  • $1,799 (with Crush discount!)
  • 350 video lessons
  • 6,840+ multiple-choice questions
  • 390 task based simulations
  • Customized study notes
  • A.S.A.P. technology targets your weaker areas
  • Industry-expert instructor support
  • Unlimited access until you pass
  • Free course updates
  • Free mobile app with digital flashcards

Rest easy because Surgent continuously updates its courses and also incorporates new adjustments anytime a major alteration is introduced. Surgent makes a point to update any and all materials based on AICPA changes, new laws, and student feedback. You will have the most up-to-date CPA review course available if you decide to purchase Surgent.

In anticipation of the CPA exam changes released in April 2017, Surgent has added more task based simulations as well as updating its content. Specifically, Surgent has added the new Document Review Simulation questions to the FAR, AUD, and REG sections of the review course. And if any other changes come up while you are preparing for the CPA exam, Surgent’s CPA review course will automatically update your online materials, for free.

Surgent CPA Review's online dashboard

What’s Included in the Surgent CPA Review Course?

Practice Exams

The final phase of the Surgent CPA review course is practice. This is where you get to test your knowledge with an unlimited amount of practice exams. These are crucial to your final review because you need to be exposed to the tools and features of the CPA Exam before you sitting for the real one.

The Surgent practice exams are timed to match the timing of the actual CPA Exam, so you can develop exam-specific management skills by learning how long to spend on each question or simulation. By having this exposure to prior exam questions in exam-like conditions, you can help alleviate exam anxiousness.

Surgent CPA Review's online practice exams

Video Lectures

The Surgent instructors understand how difficult it is to listen to hour long lectures, so it made sure none of the video lessons goes over 30 minutes. By having 350 bite-sized video lessons, Surgent CPA Review allows you to digest complex concepts in small bites so you can retain more in the long term. You can download instructor lecture notes and/or the video slides to print out or view from your mobile phone so you can study anywhere.

Since Surgent’s focus is to get you prepared for the CPA Exam as efficient as possible, the bulk of your reviewing will be done in the multiple choice questions. Your CPA preparations can be extremely goal oriented, meaning you only watch the videos that you need. Or, if you want to take the scenic route, you can learn from the many videos Surgent offers. Feel free to leave feedback on the video lessons because Surgent frequently goes in and updates their lectures so they can be engaging and informative.

Surgent cpa video

Task-Based Simulations

Surgent has nearly 400 task-based simulations in its CPA review course. These include the new Document Review simulations that are seen on the new 2017 CPA exam. As you move forward with your study phase, you will be introduced to more and more simulations. And with the adaptive learning software, you will be given the right TBS that you need to practice with the most.

Surgent CPA Task based simulations

Multiple Choice Questions

Surgent CPA Review comes equipped with 6,840 multiple choice questions on which you will be working with for majority of your studies. Since Surgent prides itself on its efficiency, it has organized the multiple choice questions and content into three phrases: assess, study, and practice.

You will begin with the initial assessment phase where you complete multiple practice exams and the algorithm determines what you know and don’t know. The course will continue to adapt once you move on to the study phase and begin answering multiple choice practice questions. If you incorrectly answer a question, the adaptive learning software will remember and reorganize that question so you can try again in the future.

The best part about Surgent, in my opinion, is that the bulk of your studying is done while you are practicing with multiple choice questions. When you get a question wrong, you will be provided with the correct answer and detailed explanation. Here, you can click relevant terms and reference links that take you to the digital textbook’s section covering the topic of the question. I loved this because I knew I was studying what I needed to know and not wasting time on topics I already understood.

The best part about Surgent, in my opinion, is that the bulk of your studying is done while you are practicing with multiple choice questions.

On top of your normal assignments, you will be provided with daily Surge Cards. These are generated specifically to your unique needs and will include relevant multiple choice questions, videos, and study sessions. The Surge Cards are like your daily medicine for your CPA study pains, pinpointing the symptoms that are bringing down your whole score and providing you with the correct remedy.

Surgent CPA multiple choice questions


Surgent has more than 2,200 flash cards that you can use via its mobile app. You can download the app from the Apple or Google Play stores. These flashcards are a great study tool that let you study terms and questions on the go. In terms of physical flashcards, Surgent has brand new printed versions—250, 250, 250, and 300 for AUD, BEC, REG, and FAR, respectively.

Surgent CPA flashcards on mobile


When you first login to Surgent CPA Review, your first step will be to enter your exam date and the days you can dedicate to studying. The software will then calculate how many hours you will need to study on each of your selected days to complete your course on time. You can change this whenever you want and the software will recalculate automatically.

Once you’ve set that up, you will need to go through the assessment phase. Remember, this part is important for Surgent’s adaptive software to determine what areas you need to be targeting in order for your study time to be optimized. Then you can move on to the study phase. Your dashboard will reflect all of these phases to you and keep you on schedule.

Surgent has recently (and successfully) overhauled its product and redesigned the dashboard to give users a better experience. Everything you need can be easily found in your home screen, and once the software has determined your strengths and weaknesses, your dashboard will contain a personalized study plan that targets your unique needs. Here you can access all your assignments and continue with your study phase.

Since Surgent CPA review is so adaptable, it can be confusing at first with regard to using the course to ensure you get the most out of it. No worries, Surgent has New Student On-Boarding! Here you can have your questions answered immediately and watch a live demonstration on how your Surgent course works. No other review courses have this personal touch at helping you figure out how to get the best bang for your buck from your CPA review course.

Customer Support

Surgent offers unparalleled access to great CPA instruction. With the Premier course, you get a Dedicated Coach who offers you personalized guidance along your studying journey. You will receive one-on-one study help throughout your prep course, and you can kick off your studying with a thorough onboarding session to ensure you’re focused on the right areas.

If you run into any problems during your studies, Surgent offers support via email. You can email [email protected] with specific questions about the course content and the Surgent editorial group will respond within 24 hours. Just make sure you include your exam section and question’s ID number when emailing so they can be as specific as possible.

Course Access and Updates

Not many other courses can top Surgent’s course access and updates. When you pay for Surgent CPA review, you will have unlimited access to study materials until you pass. And since Surgent keeps its course constantly up-to-date, you will never have to pay for updated content. It’s nice to know that when you purchase Surgent you will never have to pay any additional fees like so many other CPA review courses make you do.

What Courses Does Surgent CPA Review Offer?

There are two prep courses offered by Surgent, and both can help you pass. The Premier course offers all the trappings of a comprehensive review course and more, while the essentials course offers a complete study program designed for a tighter budget. The chart below breaks down the major differences between the two course packages. Take a look to see which course suits you best:

 Course Package Premier Pass 4-Part Course Essentials Pass 4-Part Course
Cost $2,299 $1,799
Online Mobile Friendly Course for All 4 Sections
Full Access Until You Pass
Free, Automatic Content Updates
Personalized Adaptive Study Plans
Ongoing 1 on 1 Coaching
350+ Targeted Video Lectures
Customized Study Notes for Each Lecture
6000+ Multiple Choice Questions
Nearly 400 Task Based Simulations
Document Review Sims
Flashcard App for iOS and Android
Printed Textbooks for All 4 Exam Sections ($500 Value)
Printed Flashcards for All 4 Exam Sections ($150 Value)
Premier Support from a 1 on 1 Dedicated Coach ($400 Value)
Save $500 with Our Discount Code
Link to Course Get Started Get Started

Surgent CPA Review FAQs

Here are the answers to Surgent’s most frequently asked questions!


Q: Is Surgent compatible with smartphones and tablets?

A: Yes, all of Surgent’s course features are compatible with most smartphones and tablets. The only devices that don’t support Surgent’s software are Kindle Fire, Nook Tablets, and E-Readers.


Q: Is there a pass guarantee?

A: Yes, Surgent has a pass guarantee. You can read the details here.


Q: What is Surgent’s pass rate?

A: The rates for Surgent’s students is 89.7%. Students that finish their studies with a trending score of 80% or higher have a 100% pass rate.


Q: What is adaptive learning?

A: Adaptive learning is a learning technology that Surgent incorporated into their software so it can quickly reveal your areas of need and automatically create a customized study plan that focuses on where you need the most help. The goal is to reduce study time and increase efficiency.


Q: Do I have access to the course offline?

A: Surgent’s CPA Review course is completely online, so you will need internet access in order to use the course.


Q: Who are the Surgent Instructors?

A: They are experts in their field and are engaging and skilled at breaking down the troublesome topics into easy-to-understand sessions. Some of the key instructors include Jack Surgent and Liz Kolar. You can check out the instructors biographies here.


Q: Is there an app for Apple and Android devices?

A: Yes, Surgent offers a free app on both devices for the CPA review flashcards. There are over 2,200 flashcards that include terms with definitions as well as multiple-choice questions with solutions.


Q: What is Surgent’s refund policy?

A: You may cancel and receive a refund for all charges within 14 days of your order placement date. No more than one video part purchased can be viewed to qualify for the refund. Notification of cancellation must be done via email within 14 days of the order placement date.


Q: What is Surgent’s A.S.A.P Technology?

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Surgent CPA Review Discount Codes & Financing Options

Surgent not only offers a financing plan for its full course, but also comes without any fees and 0% interest. Surgent really does knock it out of the park when it comes to saving you money. With a firm belief in not taking anymore money from you except for the initial payment, Surgent offers you the flexibility in a monthly tuition plan.

Surgent is always offering discounts, but the best discount is the 50% off for switching from a competitor product. If you were using a review course that wasn’t up to snuff, you can switch to Surgent and get half off! See all the best Surgent CPA discounts on our discounts page.

Surgent CPA Review VS Becker

Which CPA review course is better, Surgent CPA Review or Becker CPA Review? I have used both of these courses extensively and found significant differences worth noting. For starters, Becker is the most expensive course on the market and will cost you $3,393. Surgent, however, is half the cost of Becker at $2,299 ($1,799 with the Crush discount!).

Surgent also offers better accessibility and updates. Becker’s software expires after 18 months which can end up costing you more money and time. And if you need to renew your access, Becker will charge you 50% of the original course cost. Surgent, on the other hand, gives you access until you pass and free automatic updates. Why spend more money when you don’t have to with Surgent.

When it comes to the course content, Becker still falls behind Surgent. Becker’s books are overly fanciful and the reading material is dry and difficult to get through. Surgent’s books are clean and are seamlessly integrated into your multiple choice questions. This is great because if you get a question wrong, the related material will pop up and you can read and learn right after you answered incorrectly.

I would pick Surgent over Becker any day, but check out their demos to see which course works best with how you learn!

Who Is Surgent CPA Review Best For?

Honestly, anyone can use Surgent. With the adaptive learning software, the course becomes unique to your needs and you receive a personalized review course. If your goal is to pass the CPA Exam fast and without any unnecessary study time, Surgent is the course for you!

Also, Surgent is the only non-linear course on the market, so you will end up saving hours of time studying with this style of review course. By using analytics and lots of multiple choice questions, your strengths and weaknesses will be identified so you don’t waste any time studying topics you already understand. Check out Surgent’s free demo to see if this is the course for you!



Surgent CPA Review Course Information

Surgent CPA Review
1. $500 Off Discount Code
2. Comprehensive Course Materials
3. Personal Study Planner
4. Adaptive Learning Software
5. Very Experienced Instructors
6. Pass Guarantee & Unlimited Access


Surgent CPA Review
5 / 5 stars

Have you tried Surgent CPA Review?

Course Name
Review Content


5 5 1
The Surgent review course has been helpful from the start. The dashboard is very easy to navigate and I have the option to focus on a single topic or several based on the time I have allotted to study. I made the mistake of waiting too long to take the exam after graduation (6 years!) and have had to relearn a lot. The information is broken down and organized in a manner that I found very helpful, specifically with concepts I struggled with in school. The most helpful aspect of the course is that I can access it over multiple platforms (desktop, mobile, flashcard app). As a full-time working-mom of 2, I have been able to squeeze study time any available opportunity. I would highly recommend the Surgent review course. You get all the bells and whistles for a great price with fewer access restrictions and multiple access platforms.

Surgent CPA Review Premier

5 5 1
Really easy to use interface and I'm getting through the material much quicker than when I was using Becker. Very happy with Surgent's course and customer support so far, only 1 more section to go!

Surgent Overall rating: ★★★★★ 5 based on 2 reviews
5 1

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1 Comment
  • Praveen Sriram
    Posted at 4 November, 2017 11:18 AM Reply

    I plan to use Surgent for my studies and take the CPA exam in January 2019, which is 1 year 2 months from now.