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Homechevron_rightFinancechevron_rightFinancial Planning

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
    2026 PACKAGE: CFO-Controller Partnership
    book
    10 courses
    5.0
    (1286)
    21 CPD hours
    £99£249
  • Package
    bylearnformula
    CERTIFICATE: Financial Modelling & Strategic Budgeting
    book
    10 courses
    4.9
    (3061)
    21 CPD hours
    £99£249

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$101-17%CA$122
4.5 CPD hours
Blair Cook Jennifer Nicholson
5.0
(37)
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$150-34%US$226
5.5 CPD hours
David Peters
4.9
(35)
Published at Apr 20, 2026
Updated at Apr 16, 2026
Modeling Profitability and Making Forecasts in Excel
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$90-55%US$198
1.5 CPD hours
Rob Stephens
4.9
(276)
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$69-54%CA$151
2 CPD hours
Simon Sez IT
4.6
(61)
Published at Jul 13, 2024
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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$97-55%US$214
2.5 CPD hours
David Peters
4.6
(558)
Published at Jun 30, 2024
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$47-20%US$59
1 CPD hour
David Peters
5.0
(3)
Published at Apr 30, 2026
Updated at Apr 30, 2026
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$90-55%CA$199
5 CPD hours
Pro Seminars
5.0
(4)
Published at Dec 24, 2024
Updated at Mar 6, 2025
Special Needs Planning for People with a Disability
Video Course
Finance: Financial Planning

Special Needs Planning for People with a Disability

A Guide for Parents and Professional Advisors Using Real Case Studies

CA$53-54%CA$116
1 CPD hour
John Dowson Ch lp
4.7
(14)
Published at Mar 11, 2024
Future-Proofing Succession: Sustainable Client Strategies
Video Course
Finance: Financial Planning

Future-Proofing Succession: Sustainable Client Strategies

Empower your clients to navigate complex generational wealth transfer and succession challenges with expert strategies for sustainable legacy and future growth.

US$33-55%US$73
1 CPD hour
Financial Advice Association Australia (FAAA)
5.0
(4)
Published at Oct 23, 2025
Updated at Oct 23, 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$75-55%US$165
1 CPD hour
David Peters
5.0
(16)
Published at Mar 23, 2025
Updated at Mar 23, 2025