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Advance your Professional Skills in Financial Planning

These Financial Planning courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Featured Financial Planning Packages

Curated sets to complete your hours faster. All packages are included in Unlimited Pass
Package
byLearnFormulalearnformula
Gold Tier CPD Package: The Complete Practitioner
book
25 courses
5.0
(1317)
40 CPD hours
A$697
Package
byLearnFormulalearnformula
3-YEAR PACKAGE: 60 Verifiable CPDs for Accountants
book
26 courses
4.8
(7956)
60 CPD hours
A$778A$2,940
Package
byLearnFormulalearnformula
3-YEAR PACKAGE: The Future CFO
book
26 courses
4.8
(7956)
60 CPD hours
A$778A$2,940

Professional Financial Planning Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
Elevating the Value of Variance Analysis
Video Course
Accounting & Tax: Accounting

Elevating the Value of Variance Analysis

Transform your financial reporting from a sea of numbers into a strategic narrative that drives action.

CA$191-17%CA$231
4.5 CPD hours
Blair Cook Jennifer Nicholson
5.0
(6)
Published at May 11, 2026
Updated at May 11, 2026
Lifecycle Financial Planning: Behavioral Finance Biases
Video Course
Finance: Financial Planning

Lifecycle Financial Planning: Behavioral Finance Biases

Master the behavioral biases that sabotage financial plans and learn how to guide clients toward better decisions.

US$86-20%US$108
1 CPD hour
David Peters
5.0
(1)
Published at Apr 30, 2026
Updated at Apr 30, 2026
Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers
Video Course
Finance: Financial Planning

Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers

Master the art of translating financial statements into actionable stories that drive strategic business decisions.

US$275-34%US$414
5.5 CPD hours
David Peters
4.9
(33)
Published at Apr 20, 2026
Updated at Apr 16, 2026
Lifecycle Financial Planning: Distribution Planning Theories
Video Course
Finance: Financial Planning

Lifecycle Financial Planning: Distribution Planning Theories

Master the strategies for sustainable income generation during retirement, ensuring your portfolio outlasts your needs.

US$137-55%US$302
1 CPD hour
David Peters
5.0
(15)
Published at Mar 23, 2025
Updated at Mar 23, 2025
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The Financial Services Advisor as a Professional
Video Course
Finance: Financial Planning

The Financial Services Advisor as a Professional

Master the essentials of professional financial services advising and elevate your career

CA$171-55%CA$376
5 CPD hours
Pro Seminars
5.0
(3)
Published at Dec 24, 2024
Updated at Mar 6, 2025
Modeling Profitability and Making Forecasts in Excel
Video Course
Finance: Financial Planning

Modeling Profitability and Making Forecasts in Excel

Master Excel's Powerful Tools for Quickly Creating Forecasts and Profitability Models

US$165-55%US$363
1.5 CPD hours
Rob Stephens
4.9
(271)
Published at Apr 20, 2025
Updated at Apr 20, 2025
Personal Finance #7-Insurance-Home & Car
Video Course
Finance: Financial Planning

Personal Finance #7-Insurance-Home & Car

Learn risk mitigation strategy & how homeowners insurance and car insurance are used from a Certified Public Account CPA

CA$270-55%CA$595
7 CPD hours
Robert Steele
5.0
(6)
Published at Dec 12, 2023
ERP - Quote-to-Cash Crash Course
Video Course
Finance: Financial Planning

ERP - Quote-to-Cash Crash Course

A practical guide to ERP processes

CA$99-55%CA$219
1 CPD hour
Ari Shulman
4.7
(97)
Published at Aug 4, 2024
Assessing Client Needs & Building a Plan
Video Course
Finance: Financial Planning

Assessing Client Needs & Building a Plan

Assessing Client Needs and Implementing Effective Financial Strategies

US$179-54%US$393
2 CPD hours
David Peters
4.7
(11)
Published at Jun 30, 2024
10 Point Financial Health Check and Investing Simplified
Video Course
Finance: Financial Planning

10 Point Financial Health Check and Investing Simplified

Discover the 10 keys to financial health and unlock insights into diverse investment vehicles for growing and protecting your net worth.

CA$130-54%CA$285
2.5 CPD hours
Anna Knight, CFP
4.8
(21)
Published at Nov 28, 2023