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

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.

This course was not overwhelming whatsoever. I liked how the facilitator kept it straight forward and simple without any complication. “Excel Modelling Skills” Live Virtual Training, May 2021.
Investment Banking Graduate, Middle East 
Investment Banking Graduate, Middle East

I like that the course went through essential Excel functions and shortcuts, which provided an excellent refresh to both new and experienced excel users. There was new formula such as the XLOOKUP, Sparkline and Developer tools and many more that were taught which was a perfect addition to my existin...

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 Financial Industry
Danielle’s energy and engagement is amazing. Data Visualisation and Dashboards in Excel, Online and Live, March 2022
Investing Industry  
Investing Industry

I really liked the mix between theory and practice, great content. Danielle is excellent, she is patient and knows how to read the “room” to pace the material according to the audience.

 

Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, Online training
November &... Read More

Finance Team, Melbourne 
Finance Team, Melbourne

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...

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Charlie Miles, Operations Analyst- Finance, Melbourne 
Charlie Miles, Operations Analyst- Finance, Melbourne
Great approach, good pacing. This course exceeded my expectations! Essential Excel Series, Live In-house workshop, May 2024
Pharmaceutical Company  
Pharmaceutical Company

I liked how enthusiastic Danielle was and how attentive she was in ensuring that everyone was keeping up and understanding the processes/formulas. I learnt many new excel shortcuts that will come in very handy even outside of producing financial models.

I really liked the case study. I found everythi...

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 Funds Manager, Sydney

I enjoyed going through the different formulas and learning about the new formula’s to excel. It was great to also understand modelling best practice and what not to do. Thoroughly enjoyed the course and looking forward to attending the advanced financial modelling in excel! Pace was good, instru

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 Utilities Industry