Learning path
Corporate Finance 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.
Why choose this path.
A complete corporate finance toolkit
From modeling and analysis to budgeting and automation, the path covers what the job uses rather than a single topic in isolation.
42.5 NASBA CPE on completion
Every course carries NASBA credit and issues its own certificate, so the career move and the license requirement are the same piece of work.
At your own pace
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
Seven courses, 42.5 NASBA CPE.
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.
Financial Statement Analysis
A comprehensive introduction to the three financial statements and how to analyze them to make accurate, relevant, timely decisions.
Finance
Financial Modeling
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
Real Estate Financial Modeling
Analyze a real estate investment and build a robust value-add model — the groundwork for a career in real estate finance.
Finance
Microsoft Excel VBA Macros
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
Excel Dashboards + Power BI
Build dynamic dashboards in Excel and in Power BI, Microsoft’s free and extremely capable business intelligence tool.
Computer Software & Applications
Budgeting Bootcamp - Annual Operating Plan
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 Bootcamp for Finance and Accounting
Python for accounting and finance professionals: the basics, then its data manipulation, analysis and automation capabilities.
Computer Software & ApplicationsWho it’s for
Public accountants making the pivot.
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.
- Public accountants pivoting to industry
- Finance professionals who need modeling depth
- Career-switchers entering corporate finance
- Analysts ready to move past spreadsheets
Frequently asked questions.
How long will I have access to the courses?
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.
Do I need prior experience in corporate finance?
No. The path builds on accounting fundamentals you already have. It opens on financial statement analysis and works up to modeling, planning and automation.
How do I start?
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.
Do I get a certificate for each course?
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.
Can I take the courses on any device?
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.
Take the first step toward your corporate finance career.
7 courses · 42.5 NASBA CPE · included with every paid plan.
Every course in this path is included.