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PACKAGE: Budgeting & Forecasting for CPAs (2026)

Transform into a trusted strategic advisor. Master agile forecasting, dynamic budgeting, and ethical leadership to confidently navigate uncertainty and drive corporate growth.

checkIncluded with Unlimited Pass — a ready-made path to your 20 CPD hours.
7curated courses
+
20CPD hours
=
1consolidated certificate
·schedule20 CPD hrs·Appropriate for all levels·Published Jul 21, 2026
Most popular package
7 courses bought separately:Original price: CA$1,123
CA$599
You save CA$524
sellCancel anytime·verified_user10-day money-back

What you will get

  • local_library1-year Unlimited Pass: all CPD courses & packages
  • library_booksThis package: 20 CPD hours, 7 courses
  • verified 1 consolidated certificate for the package
  • bolt Instant access
  • monitoring Built-in credit tracker for your renewal
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Team License Available

Train your entire team with volume pricing, centralized billing, and compliance reporting.

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7 courses · 20 CPD hours

Package Content

Each course is a standalone module.

NumberCourseHoursCredit Type
015.5 hrs—
022.5 hrs—
034 hrs—
044 hrs—
052 hrs—
061 hr—
071 hr—
  1. 01
    Corporate FinanceBuilding a Better Budget in a Time of UncertaintyDavid PetersIndividually CA$221
    Hours
    5.5 hrs
    Credit Type
    —
  2. 02
    Budgeting & Financial ForecastingCritical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s WorldDavid PetersIndividually CA$116
    Hours
    2.5 hrs
    Credit Type
    —
  3. 03
    Financial AccountingAdvanced Financial Intelligence Blair Cook Jennifer NicholsonIndividually CA$173
    Hours
    4 hrs
    Credit Type
    —
  4. 04
    Ethics for Accountants4-Hour Ethics for Accountants 2026David TrahairIndividually CA$249
    Hours
    4 hrs
    Credit Type
    —
  5. 05
    Budgeting & Financial ForecastingImproving Financial Forecast AccuracyRob StephensIndividually CA$180
    Hours
    2 hrs
    Credit Type
    —
  6. 06
    Corporate FinanceThe Cost of Capital: The When, Why & HowDavid PetersIndividually CA$85
    Hours
    1 hr
    Credit Type
    —
  7. 07
    Skills for AccountantsFractional CFO: When It Works and When You Need a Full-Time CFOSteven TaylorIndividually CA$99
    Hours
    1 hr
    Credit Type
    —
all_inclusive
Every other course is included with your Unlimited PassNeed extra hours or a different topic? Take any course at no extra cost.
If purchased each course individually: CA$1,123Package: CA$599You save CA$524

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

The convenience pitch

What This Package Replaces

You already know what you need to do. The package collapses every step into one purchase.

Without this package

Searching, tracking, filing — 7 times.

  • closeSearch the catalog of 7 courses to find the ones that match your requirements
  • closeBuy 7 separate courses — at CA$1,123 if you assembled it yourself
  • closeTrack progress across 7 separate enrollments and dashboards
  • closeDownload 7 different certificates and combine them yourself
→
With this package

One purchase. One certificate. Done.

  • checkOne purchase — CA$599 for the whole package
  • checkOne progress tracker for all 7 courses
  • checkOne certificate — covers all 7 courses
  • checkTailored to your professional body's requirements
  • checkNeed more? The entire catalog is already unlocked
About

Description

The Budgeting and Forecasting for CPAs package provides a comprehensive exploration of the tools, frameworks, and strategies required to elevate financial leadership in an unpredictable global economy. Navigating the complexities of corporate finance demands more than just mechanical reporting. It requires dynamic financial planning, strategic resource allocation, and a deep understanding of the overarching corporate strategy shaping financial decisions.

This package is designed to transition financial planning from static, rigid models to agile forecasting and proactive scenario planning. By integrating advanced financial intelligence, real-world financing principles, and crucial ethical guidelines, this program explores how to optimize capital, mitigate risk, and steer organizations toward sustainable growth. The content moves beyond the numbers, demonstrating how to provide strategic advisory insights for stakeholders at the highest levels of an organization.

Key topics covered in this package include:

  • Techniques to enhance financial forecast accuracy, including root cause analysis, rolling forecasts, and driver-based modeling.
  • The mechanics and strategic rationale behind the cost of capital, debt versus equity financing, and calculating the weighted average cost of capital.
  • Modern financial frameworks, advanced scenario planning, and flexible budgeting strategies for navigating business uncertainty.
  • Executive-level financial intelligence for interpreting income statements, cash flow, working capital management, and enterprise valuation.
  • Frameworks for structuring financial leadership, comparing fractional and full-time CFO models based on business complexity and growth stages.

By examining real-world applications, prevailing financial theories, and evolving best practices, this comprehensive package highlights the elements necessary to transform traditional budgeting processes into powerful strategic tools.

 

Instructors

  • David PetersCPA, CFP, CLU, CPCU, MST, MBA
    129 courses·216 reviews
  • Blair Cook Jennifer NicholsonCPA, CA Leadership
    55 courses·52 reviews
  • workspace_premiumBest Instructor
    David TrahairAcclaimed Author and On-demand Course Developer
    39 courses·101 reviews
  • workspace_premiumBest Instructor
    Rob StephensFounder of CFO Perspective
    34 courses·146 reviews
  • workspace_premiumBest Instructor
    Steven TaylorCFO & Board Director
    6 courses·41 reviews
One certificate, all 20 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 7 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.

  • checkSingle PDF lists all 7 topics & 20 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×7
Without package
→
CPD certificate
PACKAGE: Budgeting & Forecasting for CPAs (2026)7 courses · 20 CPD hrs
verified
With this package
FAQ

Questions Students Usually Ask

This package is a bundle of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Package Content section on this page, and click on any course to see detailed course information. In addition, you'll receive unlimited access to our entire course library, so you're not limited to just the courses included in the package.

Stop Searching. Get this Package.

20 CPD hours, one certificate, 10-day money-back. Plus a year of unlimited access to all our courses.

  • shield10-day money-back·
  • boltInstant certificate·
  • autorenewCancel anytime