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

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Event Venue Date
Power BI and Power Pivot for Excel (Melb) External Workshop
  • March 2, 2020 9:00 am
  • April 20, 2020 9:00 am
  • June 1, 2020 9:00 am
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Power BI and Power Pivot for Excel (Bris) External Workshop
  • March 9, 2020 9:00 am
  • April 27, 2020 9:00 am
  • June 8, 2020 9:00 am
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Dashboard Reporting in Modern Excel (March 2020, Syd) Sydney - 10 Barrack Street
  • March 11, 2020 9:00 am
Register
Sydney Meetup: Calculator to Leader: Making the move to Finance Business Partner Meetup - Free of Charge
  • March 11, 2020 6:00 pm
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Financial Modelling in Excel (March 2020, Syd) Sydney - 10 Barrack Street
  • March 12, 2020 9:00 am
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Advanced Financial Modelling in Excel (March 2020, Syd) Sydney - 10 Barrack Street
  • March 13, 2020 9:00 am
Register
Financial Modelling In-House Workshop - (Mar 2020 - Dubai) External Workshop - Contact Plum Solutions
  • March 15, 2020 9:00 am
Sold Out
Brisbane Meetup: Modelling with Power Query Meetup - Free of Charge
  • March 25, 2020 6:00 pm
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Sydney Meetup: Building a Financial Model with New Dynamic Array Functions Meetup - Free of Charge
  • March 30, 2020 6:00 pm
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Financial Modelling in Excel (March 2020, Melb) Melbourne - 500 Collins Street
  • March 31, 2020 9:00 am
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Advanced Financial Modelling in Excel (April 2020, Melb) Melbourne - 500 Collins Street
  • April 1, 2020 9:00 am
Register
Melbourne Meetup: How to create more value with your Financial Models Meetup - Free of Charge
  • April 1, 2020 6:00 pm
View Details
Power BI and Power Pivot for Excel (Syd) External Workshop
  • April 2, 2020 9:00 am
  • May 18, 2020 9:00 am
  • June 29, 2020 9:00 am
View Details
Dashboard Reporting in Modern Excel (April 2020, Melb) Melbourne - 500 Collins Street
  • April 2, 2020 9:00 am
Register
Sydney Meetup: FMI Advanced Financial Modeller Exam Prep Session Meetup - Free of Charge
  • April 7, 2020 6:00 pm
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Building the Financial Model Dashboard - (Apr 2020 - London) External Workshop - Contact Plum Solutions
  • April 21, 2020 8:00 am
Sold Out
Sydney Meetup: The Business of Financial Modelling: from Employee to Self Employed Meetup - Free of Charge
  • April 29, 2020 6:00 pm
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Advanced Financial Modelling in Excel Workshop - (May 2020 - Curacoa) External Workshop - Contact Plum Solutions
  • May 13, 2020 9:00 am
Sold Out
Advanced Financial Modelling in Excel Workshop - (May 2020 - Cayman Islands) External Workshop - Contact Plum Solutions
  • May 18, 2020 9:00 am
Sold Out
Financial Modelling and Dashboard Reporting Workshop - (May 2020 - Bahrain) External Workshop - Contact Plum Solutions
  • June 9, 2020 9:00 am
Sold Out
Dashboard Reporting and Budgeting and Forecasting Workshop - (May 2020 - Kuwait) External Workshop - Contact Plum Solutions
  • June 14, 2020 9:00 am
Sold Out
Sydney Meetup: Mitigating Professional Negligence in Financial Modelling Meetup - Free of Charge
  • June 16, 2020 6:00 pm
View Details
Financial Modelling in Excel (July 2020, Melb) Melbourne - 500 Collins Street
  • July 20, 2020 9:00 am
Register
Advanced Financial Modelling in Excel (July 2020, Melb) Melbourne - 500 Collins Street
  • July 21, 2020 9:00 am
Register
Dashboard Reporting in Modern Excel (July 2020, Melb) Melbourne - 500 Collins Street
  • July 22, 2020 9:00 am
Register
Dashboard Reporting in Modern Excel (August 2020, Syd) Sydney - 10 Barrack Street
  • August 3, 2020 9:00 am
Register
Financial Modelling in Excel (August 2020, Syd) Sydney - 10 Barrack Street
  • August 4, 2020 9:00 am
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Advanced Financial Modelling in Excel (August 2020, Syd) Sydney - 10 Barrack Street
  • August 5, 2020 9:00 am
Register
FMI Level 1 Exam Preparation (September 2020, Syd) Sydney - 10 Barrack Street
  • September 14, 2020 9:00 am
Register
Financial Modelling in Excel (September 2020, Bris) Brisbane - 300 Adelaide Street
  • September 16, 2020 9:00 am
Register
Advanced Financial Modelling in Excel (September 2020, Bris) Brisbane - 300 Adelaide Street
  • September 17, 2020 9:00 am
Register
Dashboard Reporting in Modern Excel (September 2020, Bris) Brisbane - 300 Adelaide Street
  • September 18, 2020 9:00 am
Register

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.

Financial Modelling for Dummies

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