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Excel Mastery For Accounting & Finance

📚 5 Courses    •     🎓 28 CPE Credits    •     ⏳ 40+ Hours    •     📖 100+ Lessons

Unlock the full potential of Microsoft Excel with this comprehensive learning path designed specifically for accounting & finance professionals. Whether you’re looking to sharpen your data analysis skills or build advanced Excel models, this learning path has everything you need.  

Access All $39

Used by top accounting firms and companies

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In this learning path, you'll learn how to...

✔   Master Essential Excel Skills

Build a solid foundation with the Microsoft Excel Bootcamp, covering formulas, functions, and shortcuts that save time.

✔   Create Professional Dashboards

Design visually compelling dashboards and master Power BI for dynamic reporting.

✔   Perform Advanced Data Analysis

Unlock the power of pivot tables, data modeling, and complex formulas to analyze financial data like a pro.

✔   Automate Repetitive Tasks

Streamline your workflow with VBA Macros, reducing manual effort and improving accuracy.

✔   Leverage Data for Insights

Understand the fundamentals of data analytics to turn raw data into actionable business decisions.

✔   Excel in Corporate Finance & Accounting Roles

Gain practical skills tailored to the demands of finance and accounting professionals.

What's Included?

With the Excel Mastery For Accountants Learning Path, you’ll gain 1-year access to 5 comprehensive courses focused on mastering Excel for accounting. This learning path provides over 40+ hours of expert instruction, 100+ lessons, and numerous practical exercises designed to ensure you develop real-world skills.

Microsoft Excel Course

Microsoft Excel Bootcamp

This is not your grandma’s Microsoft Excel course. Our CPE qualifying online Excel course will only teach you the most important Excel formulas and functions to conquer any spreadsheet or analysis. At completion, you’ll have the tools to master pretty much any analysis in Excel!

📖   5.0 CPE Credits

Advanced Microsoft Excel

Advanced Microsoft Excel

Get ready to take your Excel skills to a whole new level! This course builds on our Microsoft Excel Bootcamp and teaches you all the advanced functions you need to dominate any spreadsheet. At completion, you’ll have the tools to conquer any analysis, regardless of your industry or role.

📖 5.5 CPE Credits

Dashboards & Power BI

Dashboards & Power BI

Learn to create beautiful, powerful and dynamic dashboards in Excel and Power BI. Microsoft’s free and extremely powerful business intelligence tool. At completion, you’ll know how to make dynamic dashboards in both Excel and Power BI.

📖 6.0 CPE Credits

Intro to Data Analytics

Intro to Data Analytics

Using only Excel, our CPE qualifying intro to data analytics online course teaches you the essential skills to analyze, interpret, and present large quantities of data. At completion, you’ll know how to use analytical techniques to analyze data sets.

📖   5.5 CPE Credits

Microsoft Excel VBA Macros

Microsoft Excel VBA Macros

This MS Excel VBA macros course will teach you everything you need to start creating powerful Excel macros immediately. You’ll learn to save hours of tedious work by automating tasks in Excel. At completion, you’ll know how to write code to automate almost any process in Excel.

📖   6.0 CPE Credits

Who is this program for?

The Excel Mastery For Accountants Learning Path is perfect for accountants, finance professionals, auditors, and anyone looking to enhance their expertise in Excel and data analysis. Whether you’re aiming to streamline your daily accounting tasks, automate workflows, or build advanced financial models, this learning path will equip you with the practical skills and tools needed to excel.

Boost Your Career with the Ultimate Excel Mastery Learning Path

Elevate your accounting skills with our 5-course Excel Mastery For Accountants Learning Patch, designed to help you excel in your role and earn 28 CPE credits.

✔   5 Expert-Led Courses

Dive deep into advanced Excel techniques, data analytics, dashboards, and automation with VBA. These courses are tailored to the specific needs of accounting professionals and will enhance your efficiency and decision-making.

✔   Earn 28 CPE Credits & Certificates

After completing each course, you’ll receive a certificate of completion, allowing you to claim a total of 28 CPE credits.

Wisdify's Certificate of Completion (Excel Mastery)

Why Choose this Learning Path?

💼

Comprehensive
Excel Training

This learning path is specifically designed for accounting professionals, offering in-depth courses on advanced Excel functions, data analysis, automation with VBA, and dynamic dashboards using Power BI—all tailored to real-world accounting scenarios.

🎓

Earn 28 CPE Credits
Upon Completion

Fulfill your professional education requirements while mastering essential Excel skills. This learning path provides 28 CPE credits, making it a valuable investment in both your career growth and continuous learning.

📖

1-year Access &
Flexibility

Gain practical experience through hands-on exercises and real-world examples tailored to accounting. With 1-year access to all courses, you can progress at your own pace and revisit any lessons to reinforce your learning throughout the year.

What our learners are saying...

The course was interactive and just the right pace, and the instructor made the material fun and engaging. I liked that I could continously practice at each stage.
Sarah H.Student
Unlike other online courses I've taken, I felt I actually learned the material. The course was very engaging and interactive. The instructor gave great explanations with detailed step-by-step directions.
Ryan P.Student
This course was the farthest thing from dull! The course kept me engaged for the entire time and was very relevant to my industry. Job well done!
Brittany M.Student
Great course! It was a fresh new way to learn this tool. The course was very enjoyable, easy to follow, and informative. Thank you!
Matt C.Student

Frequently Asked Questions

How long will I have access to the courses?

You’ll have access until your subscription is cancelled.  You can cancel anytime.  Earned CPE certificates are available for 4 years.

Is this learning path suitable for beginners?

Yes! The Microsoft Excel Bootcamp course covers essential Excel skills for beginners or those looking to refresh their knowledge. The other courses build on that foundation with more advanced topics in Excel, data analytics, and automation.

How do I access the courses after purchase?

After completing your purchase, you’ll receive instant access to all 5 courses through our online learning platform. Simply log in to start learning immediately.

Will I receive a certificate after completing each course?

Yes, you’ll receive a certificate of completion for each individual course, which can be used to verify your CPE credits and showcase your skills.

Can I access the courses on any device?

Yes, you can access the courses on any device with an internet connection, including desktop computers, laptops, tablets, and smartphones. However, since some exercises involve using Excel, it’s recommended to complete those parts on a computer with Excel installed.

Do I need specific software for the courses?

Yes, you’ll need access to Microsoft Excel (preferably the latest version) and Power BI for the Dashboards course. The VBA Macros course will also require the use of Excel’s Developer Tools, which come pre-installed in Excel but need to be activated.

Are You Ready to Become
an Excel Expert?

With the Excel Mastery For Accountants Learning Path, you’ll gain 28 CPE credits, earn certificates upon course completion, and have 1-year access to all the course content. Don’t miss this chance to enhance your skills and take your career to the next level!

Access All $39

You’ll get access to the learning path courses, and all other courses on Wisdify.  Cancel anytime.

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Copyright © 2025 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.

Corey

Corey is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Corey is a big believer in the power of online learning and community with 15 years of finance and accounting experience.

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.