Get reimbursed for Wisdify Unlimited CPE Subscription

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Below you will see the text you can send directly to your manager to get their approval to either pay for the course or reimburse you.

Okay, you might be nervous to send something like this to your manager, but in our experience, managers are super jazzed that they have someone trying to get better at their job!  Our $300 annual membership is a small rounding error to most companies… they usually approve and don’t even give it a second thought!

More than half of our students have their employer paying (or reimbursing) for our subscriptions. 

If you have questions or need help, please email

Email to get your CPA CPE Credits reimbursed

Hey {manager},

I would like to take some courses with an accounting/finance online learning company called Wisdify.  They provide practical training courses on accounting, finance, data analytics, and other skill that would help me do my job more effectively and efficiently.  Additionally, it will help me develop skills and abilities to add more value to our company. 

The great thing about Wisdify is that the courses are specifically designed for accounting & finance professionals AND the courses are taught by current & former Directors, VPs, Senior VPs, and even one Ph.D.! 

Last year, Wisdify delivered 20,000 hours of training and received 1,496 five-star reviews.  Wisdify is NASBA registered (so all courses meet their strict guidelines and qualify for CPEs for CPAs). 

Some of the courses I plan to take are {list yours out here …},

A few highlights:

  • Courses are self-study so they are convenient to take as on average the lessons are in 5-minute increments
  • Everything is extremely practical; the focus is on real things an accounting or finance professional can implement in their career TODAY
  • There is learn while doing approach.  As you go through the videos you are doing the work from scratch as you go (i.e. building a model, doing analysis, etc.).
  • Each course has quizzes to reinforce learning along the way and a final exam to assure understanding (a passing score on the final exam is required to earn the CPE certificate).
  • Goes beyond the skill.  The courses focus on explaining WHY things are being done, how it may impact the business, and what takeaway you might have.

I am confident that I can put what I learn from these courses into practice right away and I can even share some of my learning with our team so we all benefit.

A one-year membership costs $300. If you like, you can review course details here: (

What do you think?


{Your Name}

P.S. They also offer a team/company membership which would allow our whole team access and you would be able to see everyone’s learning schedule and this could be a part of our team development.  If you are interested you can reach out to

More To Explore

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 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.


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.

The Buckaroos

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