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Homechevron_rightFinancechevron_rightBudgeting & Financial Forecasting

Advance your Professional Skills in Budgeting & Financial Forecasting

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

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Featured Budgeting & Financial Forecasting Packages

Group Learning Rates available - Lowest Rate Guarantee
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  • Package
    bylearnformula
    PACKAGE: Budgeting & Forecasting for CPAs (2026)
    book
    7 courses
    5.0
    (489)
    20 CPD hours
    CA$599CA$1,197
  • Package
    bylearnformula
    Senior Manager CPA Package (2026)
    book
    12 courses
    5.0
    (303)
    20 CPD hours
    CA$599CA$1,197
  • Package
    bylearnformula
    40 Verifiable CPD Hours for CPAs
    book
    21 courses
    4.9
    (740)
    40 CPD hours
    CA$1,078CA$2,394

Value Bundles

Bite-sized learning bundles to earn hours faster. All bundles are included in Unlimited Pass.
  • Bundle
    bylearnformula
    Excel Skills for Accountants
    book
    4 courses
    5.0
    (361)
    6.5 CPD hours
    CA$299CA$1,197

Professional Budgeting & Financial Forecasting Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
10 Productive Excel Features for Accountants + 3 Timewasters
Video Course
Office Productivity: MS Excel

10 Productive Excel Features for Accountants + 3 Timewasters

Master modern Excel techniques to streamline your accounting workflows, ensure data integrity, and eliminate the outdated habits that drain your productivity.

CA$119-55%CA$262
1.5 CPD hours
David Ringstrom
4.9
(114)
Published at Jan 27, 2026
Updated at Jan 27, 2026
Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World
Video Course
Finance: Budgeting & Financial Forecasting

Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World

Move beyond the mechanics to master the people, politics, and strategy of financial planning.

US$117-29%US$165
2.5 CPD hours
David Peters
5.0
(88)
Published at Apr 20, 2026
Updated at Apr 16, 2026
Building Budget Spreadsheets in Microsoft Excel
Video Course
Finance: Budgeting & Financial Forecasting

Building Budget Spreadsheets in Microsoft Excel

Master Excel budget creation, from resilient structures to dynamic formulas. Learn to build, protect, and optimize financial spreadsheets with advanced techniques for clarity and efficiency.

CA$129-55%CA$284
2 CPD hours
David Ringstrom
5.0
(114)
Published at Nov 12, 2025
Updated at Nov 12, 2025
Cash Flow Management Mastery: Improve Working Capital & Business Financial Control
Video Course
workspace_premiumBest Instructor
Finance: Budgeting & Financial Forecasting

Cash Flow Management Mastery: Improve Working Capital & Business Financial Control

Practical Strategies to Improve Liquidity & Collections

CA$84-26%CA$114
1 CPD hour
Steven Taylor
5.0
(14)
Published at Jun 28, 2026
Updated at Jun 18, 2026
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LearnFormula Business
Beyond Budgeting
Video Course
workspace_premiumBest Instructor
Finance: Budgeting & Financial Forecasting

Beyond Budgeting

Overcome the inefficiency and inherent conflicts of traditional budgeting

US$141-28%US$195
2 CPD hours
Rob Stephens
4.9
(16)
Published at Aug 20, 2026
Updated at Aug 11, 2026
Improving Financial Forecast Accuracy
Video Course
workspace_premiumBest Instructor
Finance: Budgeting & Financial Forecasting

Improving Financial Forecast Accuracy

Practical tools and insights to improve the accuracy of your financial forecasts for better business decisions.

US$182-55%US$401
2 CPD hours
Rob Stephens
4.9
(136)
Published at Oct 8, 2025
Updated at Oct 8, 2025
Introduction to Spreadsheets Part 1
Video Course
Office Productivity: MS Excel

Introduction to Spreadsheets Part 1

Master essential tools, shortcuts, and formulas to navigate the Excel interface with confidence and build practical spreadsheets efficiently.

CA$119-55%CA$262
1.5 CPD hours
David Ringstrom
5.0
(6)
Published at Jan 28, 2026
Updated at Jan 28, 2026
Deepening the Strategic Mindset for the Financial Executive
Video Course
Leadership: Strategic Thinking

Deepening the Strategic Mindset for the Financial Executive

Transform your role from financial manager to visionary leader by mastering the advanced strategic frameworks needed to drive sustainable enterprise growth.

CA$123-17%CA$149
3 CPD hours
Blair Cook Jennifer Nicholson
4.8
(14)
Published at May 10, 2026
Updated at May 10, 2026
Financial Reporting Tips and Tricks in Excel
Video Course
Accounting & Tax: Financial Reporting & Statements

Financial Reporting Tips and Tricks in Excel

Master Excel for financial reporting. Elevate your efficiency and accuracy with expert tips and tricks, transforming how you present key financial data.

CA$129-55%CA$284
2 CPD hours
David Ringstrom
4.9
(399)
Published at Nov 12, 2025
Updated at Nov 12, 2025
Mastering Working Capital Management
Video Course
workspace_premiumBest Instructor
Finance: Financial Risk Management

Mastering Working Capital Management

Learn how to balance risk and reward across key working capital accounts, including cash, accounts receivable, inventory, accounts payable, and short-term debt.

US$219-55%US$482
3 CPD hours
Rob Stephens
5.0
(212)
Published at Jun 24, 2025
Updated at Oct 27, 2025