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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
(1483)
40 CPD hours
A$697
Package
byLearnFormulalearnformula
3-YEAR PACKAGE: 60 Verifiable CPDs for Accountants
book
26 courses
4.8
(7990)
60 CPD hours
A$778A$2,940
Package
byLearnFormulalearnformula
3-YEAR PACKAGE: The Future CFO
book
26 courses
4.8
(7990)
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$190-17%CA$230
4.5 CPD hours
Blair Cook Jennifer Nicholson
5.0
(15)
Published at May 11, 2026
Updated at May 11, 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$279-33%US$419
5.5 CPD hours
David Peters
4.9
(34)
Published at Apr 20, 2026
Updated at Apr 16, 2026
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$167-54%US$367
1.5 CPD hours
Rob Stephens
4.9
(273)
Published at Apr 20, 2025
Updated at Apr 20, 2025
AI in Action Transforming Financial Operations
Video Course
workspace_premiumBest Instructor
Finance: Financial Planning

AI in Action Transforming Financial Operations

Explore the impact of AI on financial operations to enhance efficiency, accuracy, and data-driven decision-making

CA$129-55%CA$284
2 CPD hours
Simon Sez IT
4.6
(61)
Published at Jul 13, 2024
LearnFormula Business

Upgrade to Team License

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LearnFormula Business
Improving Profits: Identifying Cost Cutting Opportunities
Video Course
Finance: Financial Planning

Improving Profits: Identifying Cost Cutting Opportunities

Strategies to Streamline Expenses and Enhance Financial Efficiency in Your Organization

US$181-55%US$398
2.5 CPD hours
David Peters
4.6
(558)
Published at Jun 30, 2024
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$170-55%CA$375
5 CPD hours
Pro Seminars
5.0
(4)
Published at Dec 24, 2024
Updated at Mar 6, 2025
Financial Modelling Using Generative AI
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$119-55%CA$262
1.5 CPD hours
Simon Sez IT
4.3
(41)
Published at Sep 27, 2024
Updated at Dec 30, 2024
Financial Risk Management
Video Course
workspace_premiumBest Instructor
Finance: Financial Planning

Financial Risk Management

Learn the fundamentals of financial risk management and the tools available for managing risks

CA$199-55%CA$439
5.5 CPD hours
Simon Sez IT
4.4
(30)
Published at Aug 24, 2022
Updated at Jan 21, 2025
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$139-55%US$306
1 CPD hour
David Peters
5.0
(15)
Published at Mar 23, 2025
Updated at Mar 23, 2025
Lifecycle Financial Planning: Investment Stock Valuation
Video Course
Finance: Financial Planning

Lifecycle Financial Planning: Investment Stock Valuation

Understanding Methods and Models for Spotting Undervalued Stocks.

US$139-55%US$306
1 CPD hour
David Peters
4.5
(50)
Published at Sep 29, 2024