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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
    (2403)
    40 CPD hours
    A$697
  • Package
    bylearnformula
    3-YEAR PACKAGE: 60 Verifiable CPDs for Accountants
    book
    26 courses
    4.8
    (8137)
    60 CPD hours
    A$778A$2,940
  • Package
    bylearnformula
    3-YEAR PACKAGE: The Future CFO
    book
    26 courses
    4.8
    (8137)
    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$284-33%US$427
    5.5 CPD hours
    David Peters
    4.9
    (37)
    Published at Apr 20, 2026
    Updated at Apr 16, 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$170-55%US$374
    1.5 CPD hours
    Rob Stephens
    4.9
    (277)
    Published at Apr 20, 2025
    Updated at Apr 20, 2025
  • Video Course
    workspace_premiumBest Instructor
    Finance: Financial Planning

    Behavioral Finance for Business and Personal Finance

    Make Better Financial Decisions by Avoiding Common Decision-Making Mistakes.

    US$221-55%US$487
    4.5 CPD hours
    Rob Stephens
    4.5
    (24)
    Published at Feb 21, 2024
  • 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$174-54%CA$382
    5 CPD hours
    Pro Seminars
    5.0
    (4)
    Published at Dec 24, 2024
    Updated at Mar 6, 2025
  • 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
    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$194-17%CA$235
    4.5 CPD hours
    Blair Cook Jennifer Nicholson
    5.0
    (55)
    Published at May 11, 2026
    Updated at May 11, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Financial Planning

    Financial Modelling Using Generative AI

    Learn how to use AI tools like ChatGPT to automate financial modelling tasks and enhance your analytical efficiency.

    CA$122-54%CA$268
    1.5 CPD hours
    Simon Sez IT
    4.3
    (42)
    Published at Sep 27, 2024
    Updated at Dec 30, 2024
  • 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$311
    1 CPD hour
    David Peters
    5.0
    (16)
    Published at Mar 23, 2025
    Updated at Mar 23, 2025
  • 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$275-55%CA$605
    7 CPD hours
    Robert Steele
    5.0
    (6)
    Published at Dec 12, 2023
  • 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$132-54%CA$290
    2.5 CPD hours
    Anna Knight, CFP
    4.8
    (21)
    Published at Nov 28, 2023
  • Video Course
    Finance: Financial Planning

    ERP - Quote-to-Cash Crash Course

    A practical guide to ERP processes

    CA$101-55%CA$223
    1 CPD hour
    Ari Shulman
    4.7
    (97)
    Published at Aug 4, 2024