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Explorechevron_rightFinancechevron_rightFinancial Planning

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
PACKAGE: Structured CPDs for Ireland Accountants
book
10 courses
4.7
(4217)
20 CPD hours
€299€598
Package
PACKAGE: Budgeting & Forecasting for Accountants
book
6 courses
4.7
(2993)
20 CPD hours
€299€598
Package
PACKAGE: Essential Skills for CFOs
book
6 courses
4.6
(1400)
20.5 CPD hours
€299€598

Professional Financial Planning Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
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$170-34%US$256
5.5 CPD hours
David Peters
4.9
(30)
Published at Apr 20, 2026
Updated at Apr 16, 2026
Future-Proofing Succession: Sustainable Client Strategies
Video Course
Finance: Financial Planning

Future-Proofing Succession: Sustainable Client Strategies

Empower your clients to navigate complex generational wealth transfer and succession challenges with expert strategies for sustainable legacy and future growth.

US$38-54%US$83
1 CPD hour
Financial Advice Association Australia (FAAA)
5.0
(4)
Published at Oct 23, 2025
Updated at Oct 23, 2025
Lifecycle Financial Planning: Distribution Planning Theories
Video Course
Finance: Financial Planning

Lifecycle Financial Planning: Distribution Planning Theories

Master the strategies for sustainable income generation during retirement, ensuring your portfolio outlasts your needs.

US$85-54%US$186
1 CPD hour
David Peters
5.0
(14)
Published at Mar 23, 2025
Updated at Mar 23, 2025
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$106-54%CA$232
5 CPD hours
Pro Seminars
5.0
(3)
Published at Dec 24, 2024
Updated at Mar 6, 2025
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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$102-54%US$224
1.5 CPD hours
Rob Stephens
4.9
(266)
Published at Apr 20, 2025
Updated at Apr 20, 2025
The Advocate: Earning High-End Wealth Clients’ Trust
Video Course
Finance: Financial Planning

The Advocate: Earning High-End Wealth Clients’ Trust

Master the art of becoming an indispensable advocate for high-net-worth clients, navigating complex financial and personal matters to build trust and ensure their lasting prosperity.

US$38-54%US$83
1 CPD hour
Financial Advice Association Australia (FAAA)
4.7
(3)
Published at Oct 23, 2025
Updated at Oct 23, 2025
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$167-55%CA$368
7 CPD hours
Robert Steele
5.0
(6)
Published at Dec 12, 2023
Sustainable Cost-Benefit Analysis: Holistic Projects
Video Course
Finance: Financial Planning

Sustainable Cost-Benefit Analysis: Holistic Projects

Rethinking Economic Valuation for Long-Term Sustainability

CA$80-55%CA$176
2 CPD hours
Sterling Edge
4.7
(6)
Published at Feb 21, 2025
Updated at Feb 20, 2025
ERP - Quote-to-Cash Crash Course
Video Course
Finance: Financial Planning

ERP - Quote-to-Cash Crash Course

A practical guide to ERP processes

CA$61-55%CA$135
1 CPD hour
Ari Shulman
4.7
(97)
Published at Aug 4, 2024
Assessing Client Needs & Building a Plan
Video Course
Finance: Financial Planning

Assessing Client Needs & Building a Plan

Assessing Client Needs and Implementing Effective Financial Strategies

US$110-55%US$243
2 CPD hours
David Peters
4.7
(11)
Published at Jun 30, 2024