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.

Hi, Just would like to say a BIG thanking for offering the amazing FMI Level 1 preparatory course. I don’t think I would be able to complete the FMI exam with so much confidence hadn’t I not doing this course with Danielle. I have absolutely enjoyed learning how to build a easy yet power...

Read More
Financial Analyst Education Industry
Financial Analyst

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...

Read More
 Funds Manager, Sydney
The practical exercises reinforced the presentation. I enjoyed Danielle’s enthusiasm and knowledge of the subject. I enjoyed all aspects of the course, particularly identifying which data is best presented in Excel vs Power BI. Dashboard Reporting in Modern Excel, June 2021
 Financial Industry
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

It gave me a good understanding of what is possible in Excel – a good base for future use. Danielle happily took queries through the session. Being a small group she could help each of us one on one easily. Danielle ran this course very well – not too quick or not too slow. Lots of information,

...

Read More
 Recycling Industry
The course was able to relate complicated issues in a simple and straight forward manner.There was an allure that learning was minimal when in fact the opposite was happening. Online Financial Modelling Bundle (with Books), June 2020
 Financial Reporting in the Horticulture Industry

In early June 2020, I attended an online course called “Dashboard Reporting in Modern Excel” lasting 9 hours spread over 3 days. Apart from Excel, it also included some Power BI. After that course, no,I’m not at all an expert but I’m far better informed and much more confiden...

Read More
Jon Spain Law for Life
Jon Spain
The presenter was engaging and helpful and the information received was useful.
 Local Council