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

Upcoming Workshops

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Event Venue Date
Brisbane Meetup: Practical Monte Carlo Simulations in Excel Meetup - Free of Charge
  • June 2, 2020 5:30 pm
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Dashboard Reporting in Modern Excel - Live Online Workshop (Session A) Online and Live Workshop
  • June 8, 2020 6:00 pm
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Dashboard Reporting in Modern Excel - Live Online Workshop (Session B) Online and Live Workshop
  • June 10, 2020 10:00 am
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Sydney Meetup: Mitigating Professional Negligence in Financial Modelling Meetup - Free of Charge
  • June 16, 2020 6:00 pm
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Financial Modelling in Excel (July 2020, Melb) Melbourne - 500 Collins Street
  • July 20, 2020 9:00 am
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Advanced Financial Modelling in Excel (July 2020, Melb) Melbourne - 500 Collins Street
  • July 21, 2020 9:00 am
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Dashboard Reporting in Modern Excel (July 2020, Melb) Melbourne - 500 Collins Street
  • July 22, 2020 9:00 am
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Dashboard Reporting in Modern Excel (August 2020, Syd) Sydney - 10 Barrack Street
  • August 3, 2020 9:00 am
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Financial Modelling in Excel (August 2020, Syd) Sydney - 10 Barrack Street
  • August 4, 2020 9:00 am
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Advanced Financial Modelling in Excel (August 2020, Syd) Sydney - 10 Barrack Street
  • August 5, 2020 9:00 am
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Sydney Meetup: FMI Advanced Financial Modeller Exam Prep Session Meetup - Free of Charge
  • September 9, 2020 6:00 pm
Register
FMI Level 1 Exam Preparation (September 2020, Syd) Sydney - 10 Barrack Street
  • September 14, 2020 9:00 am
Register
Financial Modelling in Excel (September 2020, Bris) Brisbane - 300 Adelaide Street
  • September 16, 2020 9:00 am
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Advanced Financial Modelling in Excel (September 2020, Bris) Brisbane - 300 Adelaide Street
  • September 17, 2020 9:00 am
Register
Dashboard Reporting in Modern Excel (September 2020, Bris) Brisbane - 300 Adelaide Street
  • September 18, 2020 9:00 am
Register
Building the Financial Model Dashboard - (Oct 2020 - London) External Workshop - Contact Plum Solutions
  • October 5, 2020 8:00 am
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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.

Financial Modelling for Dummies

Financial Modeling in Excel For Dummies is your comprehensive guide to learning how to create informative, enlightening financial models today.
The training was great, Chandoo was amazing, so knowledgeable and flexible in following attendees’ requests. It’s the first time in while when I felt how Excel training can be so much fun. I got to know about new features and how I can use them for work and beyond.
 Education Industry
I really liked the course overall. I took some Excel courses in the past, but the advanced ones were too basic for me. From lesson 1, on Excel versions, I could see I was going to learn something this time: someone did all the Excel studying for me and already highlighted the useful stuff!
 Shipping Industry, Italy
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 covered a wide range of topics related to Excel data processing and modelling. The afternoon case study was useful to practise items we went through during the day. Danielle is a great presenter and her class is very accommodating to students questions and the content is interesting.
 Associate, Asset Management
I really enjoyed my journey into financial modelling with you. The contents of the course were consistent and complete. I will really recommend these course to my colleagues. The courses took me less then 40 hours to complete mostly because of how well the course is organised. It was a journey st... Read More
 Mining industry
Trainer was very engaging and constructive. Great informative sessions.
 Local Council
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... Read More
 Utilities Industry
I really enjoyed my journey into financial modelling with you. The contents of the course were consistent and complete. I will really recommend these courses to my colleagues. The courses took me less then 40 hours to complete mostly because of how well the course is organised. It was a journey ste... Read More
 Mining industry