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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
    bylearnformula
    Gold Tier CPD Package: The Complete Practitioner
    book
    25 courses
    5.0
    (2174)
    40 CPD hours
    A$697
  • Package
    bylearnformula
    3-YEAR PACKAGE: 60 Verifiable CPDs for Accountants
    book
    26 courses
    4.8
    (8099)
    60 CPD hours
    A$778A$2,940
  • Package
    bylearnformula
    3-YEAR PACKAGE: The Future CFO
    book
    26 courses
    4.8
    (8099)
    60 CPD hours
    A$778A$2,940

Professional Financial Planning Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
  • 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$283-33%US$425
    5.5 CPD hours
    David Peters
    4.9
    (36)
    Published at Apr 20, 2026
    Updated at Apr 16, 2026
  • 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$193-17%CA$233
    4.5 CPD hours
    Blair Cook Jennifer Nicholson
    5.0
    (45)
    Published at May 11, 2026
    Updated at May 11, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Financial Planning

    Modeling Profitability and Making Forecasts in Excel

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

    US$169-55%US$372
    1.5 CPD hours
    Rob Stephens
    4.9
    (276)
    Published at Apr 20, 2025
    Updated at Apr 20, 2025
  • 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$88-21%US$111
    1 CPD hour
    David Peters
    5.0
    (3)
    Published at Apr 30, 2026
    Updated at Apr 30, 2026
  • LearnFormula Business

    Upgrade to Team License

    Try LearnFormula Business and buy packages or courses at a discounted group (multi-license) rate.

    • A subscription-based online learning platform with access to our full course library
    • Organize training on our LMS-platform
    • Flexible payment according to your preferences
    Request a demo
    LearnFormula Business
  • 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$141-55%US$310
    1 CPD hour
    David Peters
    5.0
    (16)
    Published at Mar 23, 2025
    Updated at Mar 23, 2025
  • 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$173-54%CA$380
    5 CPD hours
    Pro Seminars
    5.0
    (4)
    Published at Dec 24, 2024
    Updated at Mar 6, 2025
  • Video Course
    Finance: Financial Planning

    Lifecycle Financial Planning: Investment Policy Statements & Portfolio Risk

    Move beyond basic asset allocation to build portfolios that align with client goals and survive market volatility.

    US$98-31%US$142
    1.5 CPD hours
    David Peters
    2.0
    (1)
    Published at Apr 20, 2026
    Updated at Apr 17, 2026
  • Video Course
    Finance: Financial Planning

    ERP - Quote-to-Cash Crash Course

    A practical guide to ERP processes

    CA$100-55%CA$221
    1 CPD hour
    Ari Shulman
    4.7
    (97)
    Published at Aug 4, 2024
  • Video Course
    Finance: Financial Planning

    Assessing Client Needs & Building a Plan

    Assessing Client Needs and Implementing Effective Financial Strategies

    US$183-55%US$404
    2 CPD hours
    David Peters
    4.7
    (11)
    Published at Jun 30, 2024
  • Video Course
    workspace_premiumBest Instructor
    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$273-55%CA$601
    7 CPD hours
    Robert Steele
    5.0
    (6)
    Published at Dec 12, 2023