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.

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 enjoyed my journey into financial modelling with you. The contents of the course were consistent and complete. I will really recommend these courses to my colleagues. The courses took me less then 40 hours to complete mostly because of how well the course is organised. It was a journey ste

...

Read More
 Mining industry
I enjoyed the fact that several topics I am not familiar with were covered.This was an excellent training program which I welcomed at this opportune time. Advanced Financial Modelling with Budgeting and Forecasting, Online and Live – St Lucia, Caribbean, June 2021
 
It gave me an overview and fundamentals of Excel that would help simplify my work. “Excel Modelling Skills” Live Virtual Training, May 2021.
Investment Banking Graduate, Middle East 
Investment Banking Graduate, Middle East

I found the course highly engaging, I especially appreciated that it was centered around a case study that allowed me to learn the skills through a practical task rather than just watching or reading. I also liked that Danielle gave one on one assistance if you got stuck on a part of the task so no ...

Read More
 Funds Manager, Sydney
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
The instructor made the course very interactive and clear which made me understand the material more easily. “Excel Modelling Skills” Live Virtual Training, May 2021.
Investment Banking Graduate, Middle East 
Investment Banking Graduate, Middle East
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