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.

Overall it was an amazing experience, I wish it could have been longer! Data Visualization and Dashboards in Excel, September 2021
 Abu Dhabi, Finance & Investments
This course gave me context for using PQ and BI especially. Danielle was extremely helpful and patient. Overall great course. Dashboard Reporting in Modern Excel, June 2021
Robin Robson Robson Associates
Robin Robson

I liked how enthusiastic Danielle was and how attentive she was in ensuring that everyone was keeping up and understanding the processes/formulas. I learnt many new excel shortcuts that will come in very handy even outside of producing financial models.

I really liked the case study. I found everythi...

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 Funds Manager, Sydney
I liked moving between theory and practical. Danielle takes time to get to know participants and adapts course to suit their needs. Thanks for a great course, I got a lot out of it! 🙂 Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020
Jessica D'Souza  Public Sector
Jessica D'Souza
I really liked the data presentation course. Danielle was very hands-on, knowledgeable, and open for questions. Thank you. Data Visualisation and Dashboards in Excel, Online and Live, March 2022
Financial Industry  
Financial Industry

I liked the course structure content & material & Danielle was great.

It was perfect!

I look forward to continue using the tutorials & to develop my professional model skills with the help of Plum Solutions.

Thank you for making the 3 days of tutorials informative engaging &

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Finance Business Partner l Government  Transport Industry
Finance Business Partner l Government
Plum Solutions have been fantastic, I can’t think of anything to say other than the staff were great, always supportive and made the online courses easy to do.
 Financial Modelling Industry

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