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Marketing Analytics for CPAs

Our online marketing analytics course teaches you the tools and techniques to analyze and dissect today’s marketing data.

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Course objectives

Marketing was historically seen as the arts and crafts division. That’s no longer the case! We’ll teach you the key marketing metrics, how to apply them, and how to forecast out a marketing campaign. Marketing analytics is the key to gaining credibility with non-marketing executives. It also bridges the gap between what they find important and what you do.

At completion, you will know how to calculate the major marketing metrics and forecast out a marketing initiative.

Some key things you’ll learn:

  • The most important marketing metrics
  • Create a projections model from the ground up
  • Analyze past social media data and derive key insights
  • Forecast out a social media campaign​
  • Create a dynamic dashboard

 

We highly recommend taking our Dashboard + Power BI course which is a fantastic complement to this course.

Additional Info

Format: 3-6 minute videos, quizzes, and a final exam

CPEs: 8.0

Field of study: Communications and Marketing

Prerequisites: You don’t need ANY background in statistics or advanced math. However, you should have an intermediate knowledge of Excel (e.g. IF statements, VLOOKUP, COUNTIFS, etc.). If you are not comfortable with these topics in Excel, we recommend taking our Microsoft Excel Bootcamp.

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Copyright © 2023 Wisdify, Inc. All Rights Reserved. Wisdify, Inc. 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. 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.

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.