Learning path
A practical, CPA-built path into corporate finance work — reading the statements, building the models, owning the operating plan, and the tooling that runs all of it. For accountants, finance professionals and career-switchers, not for people who already model for a living.
7 courses·42.5 NASBA CPE
Every course in this path is included.
From modeling and analysis to budgeting and automation, the path covers what the job uses rather than a single topic in isolation.
Every course carries NASBA credit and issues its own certificate, so the career move and the license requirement are the same piece of work.
Stop when you need to and pick the thread back up. The exercises are worked in the same tools you use at your desk.
What’s included
Together they cover the key areas of corporate finance — reading the statements, building the models, owning the operating plan, and the tooling that runs all of it. Take them in order or start wherever your experience puts you.
A comprehensive introduction to the three financial statements and how to analyze them to make accurate, relevant, timely decisions.
Finance
Build a three-statement model from the ground up and project the financials five years out. If you are in finance or accounting, you need this one.
Finance
Analyze a real estate investment and build a robust value-add model — the groundwork for a career in real estate finance.
Finance
Everything you need to start writing powerful Excel macros immediately, and to stop losing hours to work a machine should be doing.
Computer Software & Applications
Build dynamic dashboards in Excel and in Power BI, Microsoft’s free and extremely capable business intelligence tool.
Computer Software & Applications
Most companies set the operating budget with an annual plan. It is an important process and often a painful one. It does not have to be.
Finance
Python for accounting and finance professionals: the basics, then its data manipulation, analysis and automation capabilities.
Computer Software & ApplicationsWho it’s for
This path is built for public accountants ready to move into corporate finance or industry accounting — and for anyone already in a finance seat who needs real modeling depth. No prior corporate finance experience is assumed.
A paid Wisdify plan keeps every course on this path open for as long as the plan is active, and you can cancel at any time.
No. The path builds on accounting fundamentals you already have. It opens on financial statement analysis and works up to modeling, planning and automation.
Choose a plan and the whole path opens immediately — all seven courses, in any order you like. There is no separate enrollment step for the path.
Yes. Every course issues its own certificate of completion recording the NASBA CPE credits earned, and your credits are tracked for you in the CPE Tracker.
The courses run in the browser on a desktop, a laptop or a tablet. Several of them are worked along in Excel or Power BI, so a computer you can open the files on gets the most out of them.
7 courses · 42.5 NASBA CPE · included with every paid plan.
Every course in this path is included.
Wisdify is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID: 142016). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
