LF logo
by learnformula
search
Log in
search
Homechevron_rightFinancechevron_rightFinancial Planning

Advance your Professional Skills in Financial Planning

No charge today. Cancel anytime.
Explore Categories
chevron_leftAll CategoriesFinance
BankingBlockchainBudgeting & Financial ForecastingCorporate FinanceCredit, Debt, and LendingData Analytics, Visualization, and ScienceEconomicsEnvironmental, Social, and Governance (ESG)Ethical, Professional, and Regulatory ComplianceFinancial PlanningFinancial Risk ManagementInsurance (in Finance)InvestingMergers and acquisitionsNASBA - EconomicsNASBA - FinanceNASBA - StatisticsPersonal FinanceRetirement PlanningSMSFTechnology and FinTech
Trending
Association
Format
Rating
Duration
Language
Level

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$138-17%CA$167
4.5 CPD hours
Blair Cook Jennifer Nicholson
5.0
(7)
Published at May 11, 2026
Updated at May 11, 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$119-55%US$262
1.5 CPD hours
Rob Stephens
4.9
(271)
Published at Apr 20, 2025
Updated at Apr 20, 2025
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$72-54%CA$158
1 CPD hour
PNC Learning
4.9
(52)
Published at Nov 20, 2025
Updated at Nov 20, 2025
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$199-33%US$299
5.5 CPD hours
David Peters
4.9
(33)
Published at Apr 20, 2026
Updated at Apr 16, 2026
LearnFormula Business

Upgrade to Team License

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

  • A subscription-based online learning platform with access to 1700+ courses
  • Organize training on our LMS-platform
  • Flexible payment according to your preferences
Request a demo
LearnFormula Business
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$112-55%CA$247
4 CPD hours
Age-Friendly Business®
4.9
(50)
Published at Sep 26, 2025
Updated at Sep 25, 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$112-55%CA$247
4 CPD hours
David Trahair
4.9
(247)
Published at Jun 1, 2025
Updated at May 31, 2025
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$129-55%US$284
2.5 CPD hours
David Peters
4.6
(557)
Published at Jun 30, 2024
Product Knowledge For Estate Planning
Video Course
Finance: Financial Planning

Product Knowledge For Estate Planning

Master the critical aspects of product knowledge for estate planning, from individual needs analysis and business insurance strategies to optimizing charitable donations.

CA$72-54%CA$158
1 CPD hour
PNC Learning
5.0
(5)
Published at Nov 20, 2025
Updated at Nov 19, 2025
Maximizing the Power of RDSPs for Disability Planning
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$86-55%CA$190
1.5 CPD hours
Michael Naito
5.0
(84)
Published at Jun 8, 2025
Updated at Jun 6, 2025
Financial Modelling Using Generative AI
Video Course
workspace_premiumBest Instructor
Finance: Financial Planning

Financial Modelling Using Generative AI

Learn how to use AI tools like ChatGPT to automate financial modelling tasks and enhance your analytical efficiency.

CA$86-55%CA$190
1.5 CPD hours
Simon Sez IT
4.3
(41)
Published at Sep 27, 2024
Updated at Dec 30, 2024