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.

I like the practical sessions the most as it gave me the opportunity to practice the Excel shortcut shortcuts and new feature of Excel, building models and do formulas.   Mastering Revenue and Investment Forecast Modelling, Live, In-House workshop, August 2025
Public Monetary Institution, Pacific Islands 
Public Monetary Institution, Pacific Islands
It’s a new Experience for me since its I’m not very familiar with Excel, I like to learn new stuff that will hopefully help me in my work. “Excel Modelling Skills” Live Virtual Training, May 2021.
Investment Banking Graduate, Middle East 
Investment Banking Graduate, Middle East
Thoroughness, Very interesting, the passion from the trainer was very clear! Essential Excel Series, London UK, June 2023
Excel for Finance Professionals Investment Banking 
 Excel for Finance Professionals Investment Banking
The instructor made the course very interactive and clear which made me understand the material more easily. “Excel Modelling Skills” Live Virtual Training, May 2021.
Investment Banking Graduate, Middle East 
Investment Banking Graduate, Middle East
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 was interesting and engaging. Lots of useable skills and shortcuts were learnt.   Excellent course that I am very happy to have been included in. Financial Modelling in Excel, Live, In-House workshop, March 2025
Jack Cincotta, Finance/FP&A – FMCG, Lion Co  
Jack Cincotta, Finance/FP&A – FMCG, Lion Co

I liked the combo of theory with practical activities. And the follow up on questions. But also the returning one-on-one support clinics. Because now you are going to put into practice what you have learnt, and for sure you bump into issues. So nice to be able to have a one on one to talk this thro

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 CFO
Danielle was very friendly and included content to keep the training interesting. Training was well paced and easy to follow. The workshop included lots of practical exercises.
 Local Council