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 event was well organized with a good group size. I was happy with the course, learned great Excel tools, picked up tips on arranging data to improve analysis structure, and gained a better understanding of NPV and IRR.

 

Financial Modelling for Non Financial Modellers, Live, In-House workshop, ...

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General Manager, Forestry Industry 
General Manager, Forestry Industry
I like the teaching approach was really practical. The approach and easy-going nature. Very well-rounded in Excel.   Essential Modern Excel for Microsoft 365,  Live, In-House workshop, September 2025
Caleb Poe, Finance - Group FP&A, Virgin Australia 
Caleb Poe, Finance - Group FP&A, Virgin Australia
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
Highly knowledgeable! It was great that Danielle gave guidance on what the dos and don’ts are. Too often we look at data / graphs that don’t tell the story!
 IT Industry, MYOB
Great content, good pace, responsive. Essential Excel for Microsoft 365, Live, In-House workshop, September 2026
Aviation Industry, Brisbane 
Aviation Industry, Brisbane
Organised and very well prepared.   Essential Modern Excel for Microsoft 365,  Live, In-House workshop, September 2025
Aviation Industry, Brisbane 
Aviation Industry, Brisbane

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
Danielle is very passionate about Excel, which makes the course very enjoyable.   Essential Modern Excel for Microsoft 365,  Live, In-House workshop, October 2025
Aviation Industry, Brisbane 
Aviation Industry, Brisbane