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.

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Online

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

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Face-to-Face

Attend a public workshop in Sydney, Melbourne or Brisbane

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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.

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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.

View Online Courses

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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

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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

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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

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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

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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

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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

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Event	Venue	Date

A Valuation Practitioner’s Perspective on Best Practice Financial Modelling	Meetup - Free of Charge	February 10, 2021 7:00 pm	View Details
Virtual Workshop: Score my Model out of 10: a Guide to Model Risk Scoring	Meetup - Free of Charge	February 17, 2021 5:00 pm	View Details
Budgeting and Forecasting in Excel - Live and Online Workshop	Online and Live Workshop	May 5, 2021 3:00 pm	View Details
Dashboard Reporting in Modern Excel - Live and Online Workshop	Online and Live Workshop	June 9, 2021 3:00 pm	View Details

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.

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Financial Modelling for Dummies

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

Get a copy today

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 really liked the opportunity to build a 3 way model, the technical aspects of the course were great also.Instructions were clear and pace was good.

Manager, Financial Reporting & Compliance -Electrical and Gas Industry

I had the pleasure of attending a course on Modern Dashboarding hosted by Danielle & team. The course covered the latest Dashboard presentations, using Power BI and some of the latest Excel functions. Structured over 3 half days & very professionally run and interesting with proper workshops... Read More

Sam Sammour Commercial Finance Business Partner

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 & i... Read More

Finance Business Partner l Government Transport Industry

Danielle uses various communication methods to keep us engaged. She uses credible sources for her course. Danielle is very engaging, polite and professional. Her vast knowledge of Excel is evident and I love the way she tries to apply Excel to our specific work situations!

Head of Investments / Non Profit

The course was extremely well run. Danielle met the participants in advance. The Online Classroom was open 15 minutes before the start. The classes started on time. Time was left at the end to answer additional queries. Danielle had great technical support in Susan in terms of muting/unmuting, chec... Read More

Revenue Accountant, Construction Firm

Danielle knows her stuff and imparts with humour; Susan administered excellently. Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020

Jon Spain Charity Organisation

I really enjoyed my journey into financial modelling with you. The contents of the course were consistent and complete. I will really recommend these course 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 st... Read More

Mining industry