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. Courses are available on-demand, live online or in person.

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 (Financial Modelling for Dummies)

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

Best Practice Financial Modelling in Excel (Intermediate)

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

Practical Financial Modelling in Excel (Advanced)

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

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.

Enjoyed being very practical and hands on. Engaging, and tailored to the group. Essential Excel for Microsoft 365, Live, In-House workshop, September 2026
Aviation Industry, Brisbane 
Aviation Industry, Brisbane
This training was really good overall. Amazing, fruitful and helpful. Dashboard Reporting in Modern Excel, September 2023
Oil Company, Oman 
Oil Company, Oman
Interactive Delivery of new concepts. Theoretical knowledge and real-world application.   Essential Modern Excel for Microsoft 365,  Live, In-House workshop, September 2025
Aviation Industry, Brisbane 
Aviation Industry, Brisbane
The workshop was a small group and it was easy to ask questions. It was flexible so that some of the subjects changed/expanded to suit for some students (i.e. how to make waterfall chart). The presenter was very welcoming and approachable. Made it easy to ask questions. It was a great course.
 Health Industry
The course was very good, covering interesting topics and new techniques! Dashboard Reporting in Modern Excel, September 2023
Oil Company, Oman 
Oil Company, Oman
The whole experience was amazing and fruitful. Financial Modelling in Excel, In-house, January 2023
Banking, Middle East 
Banking, Middle East

I’m new to Excel having used Google Sheets previously so I found the course useful for me to get an understanding of the layout of Excel and how to navigate around the various screens.

You could clearly tell Danielle is passionate and knowledgable about excel which made the day engaging.

 

Da...

Read More
Charlie Miles, Operations Analyst- Finance, Melbourne 
Charlie Miles, Operations Analyst- Finance, Melbourne
The course was amazing, I learnt a lot of tricks and shortcuts. Danielle was great! Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, online training November – December 2023
Finance Team, Melbourne 
Finance Team, Melbourne