SPECIALISTS IN FINANCIAL MODELLING

Learn Financial Modelling Today.

Training options that fit your situation.

Our training courses in financial modelling, budgeting and analysis are aimed at business professionals seeking to improve their analytical skill set using Microsoft Excel. Covering theory and practice, an expert financial modeller will show you how to build your own best practice financial models, budgets, forecasts and analytical reports.

Online

Can’t make it to a workshop? Enrol in an online course & start straight away!

Face-to-Face

Attend a public workshop in Sydney, Melbourne or Brisbane

In-house

Get the whole team leveled up by arranging an in-house training session for your organisation

7 Days of Financial Modelling

Learn Excel modelling best practice in this FREE 7 day mini e-course.

Financial Analysis Training Courses

Plum Solutions training courses in financial modelling, budgeting and analysis are aimed at business professionals seeking to improve their analytical skill set using Microsoft Excel. Several courses are run regularly in Sydney, Melbourne and Brisbane, using the latest technology and top class venues in the CBD.

Covering theory and practice, an expert financial modeller will show you how to build your own best practice financial models, budgets, forecasts and analytical reports. You will learn to collect, analyse and disseminate data using the most efficient and accurate Excel modelling techniques.

Financial Modelling for Non Financial Modellers (Online)

Enrol in the online version of this introductory course with the author of “Financial Modeling in Excel for Dummies”, and start straight away! Read more

Financial Modelling in Excel

During this course you will create your own user-friendly financial model, you will learn to translate business concepts into a structured format to identify weaknesses and predict future performance…. Read more

Advanced Financial Modelling in Excel

Build on your existing modelling skills and apply new techniques to better analyse financial data, predict revenues and cost and assess risks to justify business decision in… Read more

Data Analysis & Dashboard Reporting in Excel

Discover how to “tame” your data and make it work for you!   With the huge amount of data available to us every day, a well-built and designed dashboard… Read more

Budgeting and Forecasting in Excel

This practical course covers issues such as using budgets to measure staff performance, linking budgets to the strategic planning process and a comparison of budgeting techniques. Read more

FMI Advanced Financial Modeler - Exam Preparation

Prepare for the Level 1 “Advanced Financial Modeler” (AFM) certification exam with this intensive, two-day prep course from a FMI approved training provider… Read more

Upcoming Workshops

Using Excel for Business and Financial Modelling

The third edition of this book is packed with both financial modelling essential concepts and practicalities of performing complex analysis in Excel.

Dummies Book cover

Financial Modelling for Dummies

Financial Modeling in Excel For Dummies second edition is your comprehensive guide to learning how to create informative, enlightening financial models today.

The workshop was very practical and hands on which I loved. It went at the right speed and was flexible to cover different topics of interest. Great training course and I highly recommend.
 Head of Operations & Analytics, Accounting Industry
Good facilitation of workshop. I’m keen to apply the learnings to my role.
 Financial Technology, MYOB

In part it refreshed my skills and reminded me of some things I had forgotten. Good structure building through examples. Great introduction to Power BI – I feel more likely now to be able to progress setting up monthly reports in Power BI and export to pdf for distribution.

Dashboard Repor

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Senior Management Accountant l Queensland Children's Health Health Sector
Senior Management Accountant l  Queensland Children's Health

I recently attended the Dashboard Reporting in Modern Excel course run by Danielle of Plum Solutions. It was an outstanding course with relevant and dynamic content, tips and shortcuts to creating interesting and informative dashboards. I highly recommend the courses from Danielle of Plum Soluti...

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Mat Anderson Senior Accountant, Government Department
Mat Anderson
Absolutely appreciated the training. I got to improve my Excel skills, learned new formulas and functions to apply and formatting in general. Data Visualisation and Dashboards in Excel, Online and Live, March 2022
Investor Industry  
Investor Industry
Danielle was very friendly and included content to keep the training interesting. Training was well paced and easy to follow. The workshop included lots of practical exercises.
 Local Council
I really liked the course overall. I took some Excel courses in the past, but the advanced ones were too basic for me. From lesson 1, on Excel versions, I could see I was going to learn something this time: someone did all the Excel studying for me and already highlighted the useful stuff!
 Shipping Industry, Italy
Thank you very much for the fruitful session, it was a really pleasant experience. Kahoot quiz was totally fun. Data Visualisation and Dashboards in Excel, Online and Live, March 2022
Finance Industry 
Finance Industry