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Professional Financial Planning Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
  • 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$135-17%CA$163
    4.5 CPD hours
    Blair Cook Jennifer Nicholson
    5.0
    (60)
    Published at May 11, 2026
    Updated at May 11, 2026
  • 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$199-33%US$299
    5.5 CPD hours
    David Peters
    4.9
    (37)
    Published at Apr 20, 2026
    Updated at Apr 16, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Retirement Planning

    How to Retire in 10 Years or Less 2026

    A practical, data-driven plan to secure your financial future even if you are starting late.

    CA$110-55%CA$242
    4 CPD hours
    David Trahair
    5.0
    (2)
    Published at Oct 29, 2026
    Updated at Oct 22, 2026
  • Video Course
    Finance: Financial Planning

    Lifecycle Financial Planning: Estate Planning - Will & Advance Directive Considerations

    Navigate the complexities of wills, trusts, and advance directives to ensure your clients' final wishes are honored.

    US$61-21%US$77
    1 CPD hour
    David Peters
    5.0
    (2)
    Published at May 19, 2026
    Updated at May 19, 2026
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    LearnFormula Business
  • 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$59-34%CA$89
    1 CPD hour
    Dundas Life
    Published at Sep 15, 2026
    Updated at Sep 15, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Financial Planning

    Complying with Client Focused Reforms & Conduct Standards

    Master the 2026 regulatory benchmark to move beyond procedural compliance and protect your clients.

    CA$80-37%CA$127
    2.5 CPD hours
    John Siembida
    Published at May 3, 2026
    Updated at Apr 30, 2026
  • Video Course
    workspace_premiumBest Instructor
    Finance: Financial Planning

    The Controller's Role in Financial Forecasting

    Inform critical business decisions and reduce financial risk by mastering essential financial forecasting methods for controllers.

    US$129-55%US$284
    2 CPD hours
    Lynn Fountain
    4.6
    (63)
    Published at May 8, 2023
  • Video Course
    Accounting & Tax: Tax Planning & Compliance

    Maximizing the Power of RDSPs for Disability Planning

    Learn how to assess eligibility, unlock grants and bonds, optimize RDSP growth, and integrate other government benefits into powerful disability-focused planning for disabled beneficiaries.

    CA$84-55%CA$186
    1.5 CPD hours
    Michael Naito
    5.0
    (91)
    Published at Jun 8, 2025
    Updated at Jun 6, 2025
  • 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$119-55%US$262
    1.5 CPD hours
    Rob Stephens
    4.9
    (278)
    Published at Apr 20, 2025
    Updated at Apr 20, 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$110-55%CA$242
    4 CPD hours
    David Trahair
    4.9
    (252)
    Published at Jun 1, 2025
    Updated at May 31, 2025