Learning path
Finance and accounting are changing fast, and data skills are now part of the job. Employers want professionals who can analyze data, automate reporting and make better decisions. This path builds those skills — statistics, SQL, Python, Power BI and automation — on finance and accounting examples.
7 courses·39 NASBA CPE
All seven courses are included with every paid plan. Compare plans
The reporting is bigger, the systems hold more of it, and the people asking for answers expect them sooner. Three things are now expected of the accountant in the room:
Query the database, describe the dataset and test the relationship — without waiting on IT for an extract.
Stats · SQL · ExcelHand the recurring workbook to a macro or a script, and spend the hours on the review instead.
VBA · PythonTurn the result into a dashboard that a manager reads in a minute and acts on.
Power BI · Excel dashboardsEvery lesson is built around real financial scenarios, so the skill transfers to Monday’s work.
Seven courses in three stages: learn to read the data, learn to get it and automate it, then analyze and report it. Each course earns its own NASBA CPE, so you can start at the top or go straight to the one you need.
How analysis works, the statistics behind it, and Excel at a level you can build on.
Descriptive, predictive and prescriptive analytics, the trends and patterns to look for in financial data, and how to ask the question that drives the analysis.
Statistics
Descriptive and inferential statistics, correlation and regression, applied to real datasets so you can read a trend and defend the conclusion.
Statistics
The functions and formulas that clean, structure and summarize a dataset — VLOOKUP, SUMIFS and the techniques that cut the manual steps.
Computer Software & ApplicationsPull it out of the database yourself, then hand the recurring workbook to a macro.
From a first query to filtering, aggregation and analysis, so you can pull the data out of the database yourself instead of waiting on someone else for it.
Computer Software & ApplicationsWrite the macros that take the repetitive work out of a recurring workbook, and automate almost any process in Excel.
Computer Software & ApplicationsScripted analysis for the questions a grid cannot answer, and a dashboard people act on.
No coding experience assumed. Import, clean and analyze data in a Jupyter notebook, and automate the steps you repeat every close.
Computer Software & Applications
Choose the metrics, structure the data, and build interactive dashboards — first in Excel, then in Power BI.
Computer Software & ApplicationsNo prior data or coding experience needed. The path starts at the fundamentals and builds from there.
All seven courses are included with every paid plan. Compare plans
Wisdify 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 (Sponsor ID: 142016). 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.
