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.

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
I liked everything about the course I only wish that it could have been longer! Financial Modelling in Excel, In-house, January 2023
Banking, Middle East 
Banking, Middle East

I loved learning more about dynamic ranges, not overcomplicating formulas, and the Power Query content! Danielle was incredibly knowledgeable, passionate, and adjusted her learning plan based on topics that the group thought was most beneficial. No notes for improvement.

 

Essential Modern Excel fo...

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Aviation Industry, Brisbane 
Aviation Industry, Brisbane
Plum Solutions have been fantastic, I can’t think of anything to say other than the staff were great, always supportive and made the online courses easy to do.
 Financial Modelling Industry
The course helped me understand Capex building and P&L, provided a general understanding of shortcuts, and covered important topics related to my field, including P&L, balance sheet, and more.   Financial Modelling for Non Financial Modellers, Live, In-House workshop, February 2026
Production Manager, FMCG 
Production Manager, FMCG
Danielle presents in an informative and comprehensive manner. The presentation was outstanding – informative and inclusive. Thoroughly enjoyed the course, I will need to look at others! Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020
Mathew Anderson Finance Manager - NFP sector
Mathew Anderson
Really well paced, very well positioned for a variety of skill levels The trainer was friendly, extremely knowledgeable and patient. Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, Online training November – December 2023
Finance Team, Melbourne 
Finance Team, Melbourne
That was an excellent and highly valuable course. I will definitely recommend it! Financial Modelling in Excel, Live, Online Training November 2024
Ella Lot, Group Reporting Manager, Accounting, AMN Group 
Ella Lot, Group Reporting Manager, Accounting, AMN Group