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Develop your Professional Designation 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
CERTIFICATE: Financial Modelling & Strategic Budgeting
book
10 courses
4.9
(2953)
21 CPD hours
£99£249
Package
2026 PACKAGE: CFO-Controller Partnership
book
10 courses
4.9
(809)
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
(2)
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$146-33%US$219
5.5 CPD hours
David Peters
4.9
(30)
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$87-55%US$192
1.5 CPD hours
Rob Stephens
4.9
(266)
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$95-54%US$208
2.5 CPD hours
David Peters
4.6
(552)
Published at Jun 30, 2024
Sustainable Finance: A Guide
Video Course
workspace_premiumBest Instructor
Finance: Financial Planning

Sustainable Finance: A Guide

Introduction to Sustainable Finance: Integrating ESG into Investment Decisions

CA$69-54%CA$151
2 CPD hours
Ross Maynard
4.5
(48)
Published at Jul 27, 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$90-55%CA$199
5 CPD hours
Pro Seminars
5.0
(3)
Published at Dec 24, 2024
Updated at Mar 6, 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$73-54%US$160
1 CPD hour
David Peters
4.5
(50)
Published at Sep 29, 2024
10 Point Financial Health Check and Investing Simplified
Video Course
Finance: Financial Planning

10 Point Financial Health Check and Investing Simplified

Discover the 10 keys to financial health and unlock insights into diverse investment vehicles for growing and protecting your net worth.

CA$69-54%CA$151
2.5 CPD hours
Anna Knight, CFP
4.8
(21)
Published at Nov 28, 2023
Personal Finance #7-Insurance-Home & Car
Video Course
Finance: Financial Planning

Personal Finance #7-Insurance-Home & Car

Learn risk mitigation strategy & how homeowners insurance and car insurance are used from a Certified Public Account CPA

CA$143-55%CA$315
7 CPD hours
Robert Steele
5.0
(6)
Published at Dec 12, 2023