About Wisdify
Career-building CPE, on your schedule.
CPE should give you something to take back to work. Explore real business stories with Podcast CPE, or build skills for your next career move with a learning path. Learn at your own pace, on your schedule.
From the current catalog.
- 2012
- teaching professionals since
- NASBA
- registered CPE sponsor
- Self-paced
- learn on your schedule
- Podcast + video
- two ways to learn
CPE that helps you grow.
Our goal is to make continuing education engaging and useful — with stories that hold your attention, skills you can apply, and room to learn alongside your work.
Learn on your schedule.
Self-paced podcasts and video lessons fit around your day. Start when you have time, pause when you need to, and return to your saved progress.
Learn from real business stories.
Podcast CPE explores events such as the CrowdStrike outage and the Theranos collapse, connecting what happened to the risks, controls, and decisions accountants need to understand.
Build toward your next role.
Learning paths organize courses around a specialty. Develop skills for a move into healthcare finance, an IT audit engagement, or more responsibility in your current role.
Keep your CPE records together.
Complete the course requirements to earn credit, then download your certificate from your account. Your Wisdify completion history stays in one place; you are responsible for reporting your credits.
Skills for your next career move.
Choose a learning path that matches the work you want to do. Follow a sequence of courses to build your knowledge in a new specialty or deepen the skills you use today.
- Healthcare accounting & financeRevenue cycles, reimbursement, and cost accounting for work with healthcare organizations.
- IT audit & technology riskIT controls, access reviews, and SOC 2 assessments for auditors working with technology risk.
- Data analyticsExcel and Alteryx skills for preparing data, analyzing results, and supporting business decisions.
- Crypto accountingAccounting, controls, and tax considerations for clients and companies using digital assets.
- Corporate financeBudgeting, forecasting, and financial planning for a move into corporate finance or FP&A.
Listen to a story. Build a skill.
Explore a business story through Podcast CPE or work through a subject with video lessons. Both formats are self-paced, with course requirements and assessments to complete for credit.
Podcast CPE
Follow the events, decisions, and consequences behind real business stories. Each episode connects the story to accounting, finance, or risk, with review questions and a final assessment to complete for credit.
Video courses
Work through a subject one lesson at a time. Take an individual course or follow a learning path to develop skills in a specialty, with saved progress so you can return where you left off.
Where Wisdify came from.
From in-person Excel training to self-paced CPE for accountants, Wisdify has been teaching professionals since 2012.
2012
Boston Excel
The company starts in Boston, teaching Excel in person to firms, universities and corporate teams.
2017
Wisdify
The teaching moves online and widens past Excel into accounting and finance under a new name.
2024
New ownership
Corey Philip acquires Wisdify with a focus on engaging CPE and skills that support career growth.
2025
Learning paths
The healthcare accounting series launches, followed by the rest of the learning paths.
2026
The app
Podcast CPE launches on a rebuilt platform, with the foundation to grow the catalog quickly.
From our president
Throughout my career, I have never been more proud of a role than I am of leading Wisdify, where I have the opportunity to make a meaningful impact on our learners’ careers. At Wisdify, we are working toward one clear goal: creating CPE that advances your career, not just maintains your license. That means stories worth listening to, practical education worth applying, and learning paths that lead somewhere.
Corey PhilipPresident, Wisdify