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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

Group Learning Rates available - Lowest Rate Guarantee
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byLearnFormulalearnformula
3-YEAR PACKAGE: 60 Verifiable CPD Hours for CPAs
book
17 courses
5.0
(1233)
60 CPD hours
CA$1,204CA$3,591
Package
byLearnFormulalearnformula
Triennial Package: The Controller (60 Hours) for CPAs
book
25 courses
4.7
(7896)
61 CPD hours
CA$1,204CA$3,591
Package
byLearnFormulalearnformula
PACKAGE: Corporate Finance and Modelling Package for CPAs
book
10 courses
4.7
(6441)
20 CPD hours
CA$599CA$1,197

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$278-33%US$418
5.5 CPD hours
David Peters
4.9
(34)
Published at Apr 20, 2026
Updated at Apr 16, 2026
Fundamentals of Estate Planning
Video Course
Finance: Financial Planning

Fundamentals of Estate Planning

Empower yourself to secure your legacy and protect loved ones. This course demystifies estate planning, guiding you through wills, trusts, and tax-smart strategies for lasting peace of mind.

CA$99-55%CA$218
1 CPD hour
PNC Learning
4.9
(54)
Published at Nov 20, 2025
Updated at Nov 20, 2025
The Estate Planning Legacy
Video Course
Finance: Financial Planning

The Estate Planning Legacy

Seamlessly navigate the complexities of estate planning and preserve your legacy. Equip your loved ones with "slippers" for seamless transitions, not "stilettos" of avoidable burdens.

CA$155-55%CA$341
4 CPD hours
Age-Friendly Business®
4.9
(51)
Published at Sep 26, 2025
Updated at Sep 25, 2025
LearnFormula Business

Upgrade to Team License

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

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LearnFormula Business
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$166-55%US$366
1.5 CPD hours
Rob Stephens
4.9
(273)
Published at Apr 20, 2025
Updated at Apr 20, 2025
A Six Point Plan for Financial Freedom 2025
Video Course
workspace_premiumBest Instructor
Finance: Personal Finance

A Six Point Plan for Financial Freedom 2025

Unlock financial freedom with practical, data-driven strategies and powerful analysis tools. Discover your ideal path beyond conventional wisdom.

CA$155-55%CA$341
4 CPD hours
David Trahair
4.9
(248)
Published at Jun 1, 2025
Updated at May 31, 2025
Exchange-Traded Funds’ Role in Financial Planning
Video Course
Finance: Financial Planning

Exchange-Traded Funds’ Role in Financial Planning

Uncover how Exchange-Traded Funds (ETFs) can optimize your financial plan, offering diverse investment strategies, tax efficiency, and cost-effective exposure to various markets.

CA$99-55%CA$218
1 CPD hour
PNC Learning
4.9
(22)
Published at Nov 21, 2025
Updated at Nov 21, 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
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$180-55%US$397
2.5 CPD hours
David Peters
4.6
(558)
Published at Jun 30, 2024
Corporate Life Insurance: A Primer for CPAs
Video Course
Finance: Financial Planning

Corporate Life Insurance: A Primer for CPAs

Demystifying corporate-owned policies, tax implications, and the mechanics of capital dividend accounts.

CA$83-34%CA$125
1 CPD hour
Dundas Life
Published at Sep 15, 2026
Updated at Sep 15, 2026