What departments does Surgent Accounting & Financial Education have?

Surgent Accounting & Financial Education has employees across 6 departments including Entrepreneurship, Operations, Business, Engineering, Marketing.

What is the largest department at Surgent Accounting & Financial Education?

The largest department at Surgent Accounting & Financial Education is Marketing with 3 employees.

Where are Surgent Accounting & Financial Education employees located globally?

Surgent Accounting & Financial Education has employees across 3 continents and 3 countries including Jordan, Germany, United States Of America.

How has Surgent Accounting & Financial Education's team size changed over time?

Surgent Accounting & Financial Education's team has decreased from approximately 93 to 83 employees based on available data.

Surgent Accounting & Financial Education Employee Directory

EducationPennsylvania, United States51-200 Employees

Surgent Accounting & Financial Education provides credential-focused exam preparation and continuing education for accounting and finance professionals. Now part of UWorld and based in Radnor, Pennsylvania, the company traces its origins to 1985 and serves professionals, leading accounting firms, and enterprises nationwide.

Its exam-preparation offerings cover credentials such as CPA, EA, CMA, CIA, and CISA, supported by predictive ReadySCORE analytics and a personalized learning path. The continuing education program offers more than 10,000 credits across tax, audit, ethics, AI, data analytics, and related topics through live webinars, on-demand modules, and self-study formats, and is NASBA-registered, a QAS self-study provider, approved by the IRS, CFP Board, and CTEC, accepted in all 50 states and Washington, D.C. The firm also partners with accounting firms and financial services organizations to foster learning through group subscriptions and a dedicated portal, and in January 2024 it launched the CPA Evolution model.

Surgent Accounting & Financial Education Global Highlights

North America
102

United States Of America
102

Asia
2

Jordan
2

Europe
1

Germany
1

Surgent Accounting & Financial Education's Leadership

R. F.
President
Mobile Phone
Email
T. A.
Owner Chief Executive Officer
Mobile Phone
Email
I. M.
Owner
Mobile Phone
Email
C. M.
Consulting Director Of Operations And Strategy
Mobile Phone
Email
D. V.
Director, Client Relations
Mobile Phone
Email
R. Z.
Director Of Business Relationships
Mobile Phone
Email
S. C.
Senior Director, Market Development
Mobile Phone
Email
A. B.
Lead Software Developer
Mobile Phone
Email

Surgent Accounting & Financial Education Employee Metrics

100%

50%

0%

2026

2025

Accounting
Education
Sales
Business
Community & Social Services
Other
Business Development

Contact profiles from Surgent Accounting & Financial Education

Name

Title

Contact

Location

Last Update

A. L.
Journeyman Carpenter
Mobile Phone
Email
Apr 23, 2025
J. S.
Marketing Associate
Mobile Phone
Email
Oct 17, 2024
J. J.
Email Marketing Associate
Mobile Phone
Email
Nov 01, 2024
K. G.
Digital Operations Associate
Mobile Phone
Email
Oct 23, 2024
S. S.
Finish Carpenter
Mobile Phone
Email
Apr 23, 2025
T. F.
Surgent Inc
Mobile Phone
Email
Apr 23, 2025
D. P. C.
Instructor, Advanced Tax, Estate Planning, & Small Business Topics
Mobile Phone
Email
Apr 17, 2026
J. N.
Account Manager - Firms And Financial Services
Mobile Phone
Email
Jun 01, 2026
C. G.
Mobile Phone
Email
May 08, 2024

Frequently Asked Questions

What is Surgent Accounting & Financial Education known for?

Surgent Accounting & Financial Education was founded in 1985 operates in the Education industry; you can contact the main corporate office by phone at

+1-610-688-****

. Explore Surgent Accounting & Financial Education's company overview page for more information.

What is Surgent Accounting & Financial Education's most common email format?

Surgent Accounting & Financial Education employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Surgent Accounting & Financial Education email formats with LeadIQ.

How many employees does Surgent Accounting & Financial Education have currently?

Surgent Accounting & Financial Education has approximately 64 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Surgent Accounting & Financial Education's key employees and leadership?

As of July 2026, Surgent Accounting & Financial Education's key employees include:

President: R. F.
Owner Chief Executive Officer: T. A.
Owner: I. M.
Consulting Director Of Operations And Strategy: C. M.
Director, Client Relations: D. V.

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Surgent Accounting & Financial Education Employee Directory

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