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.

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Online

Can’t make it to a workshop? Enrol in an online course & start straight away!

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Face-to-Face

Attend a public workshop in Sydney, Melbourne or Brisbane

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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.

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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.

View Online Courses

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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

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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

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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

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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

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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

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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

Virtual Debate: Power Query versus Excel Formulas	Meetup - Free of Charge	December 1, 2020 8:00 pm	View Details
Budgeting and Forecasting in Excel - Live and Online Workshop	Online and Live Workshop	December 2, 2020 3:00 pm	View Details
Advanced DAX Live and Online	External Workshop	December 3, 2020 9:00 am	View Details
Virtual Meetup: Programming and Problem Solving in Excel – an example in 2 parts	Meetup - Free of Charge	December 7, 2020 1:00 pm	View Details
Virtual Meetup: Financial Modeling World Cup – Case Study Walkthrough	Meetup - Free of Charge	December 9, 2020 5:00 pm	View Details
Virtual Meetup: Efficiency and Gamification in Financial Modelling	Meetup - Free of Charge	December 16, 2020 12:30 pm	View Details
Virtual Workshop: How Data Storytelling can help introverts communicate financial results	Meetup - Free of Charge	January 20, 2021 5:00 pm	View Details
Virtual Meetup: Fun & Games with Excel Range Names	Meetup - Free of Charge	January 27, 2021 5:00 pm	View Details
A Valuation Practitioner’s Perspective on Best Practice Financial Modelling	Meetup - Free of Charge	February 10, 2021 7:00 pm	View Details

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.

Order your copy now

Financial Modelling for Dummies

Financial Modeling in Excel For Dummies is your comprehensive guide to learning how to create informative, enlightening financial models today.

Get a copy today

Danielle uses various communication methods to keep us engaged. She uses credible sources for her course. Danielle is very engaging, polite and professional. Her vast knowledge of Excel is evident and I love the way she tries to apply Excel to our specific work situations!

Head of Investments / Non Profit

The course was able to relate complicated issues in a simple and straight forward manner.There was an allure that learning was minimal when in fact the opposite was happening. Online Financial Modelling Bundle (with Books), June 2020

Financial Reporting in the Horticulture Industry

I improved my Excel skills regarding to how I can build a Dashboard for my data. Danielle is very smart and empowered with the explanation of the course. Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020

Ahmed Ataih Alghamdi MOD- Planning Specialist

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

I liked the course structure content & material & Danielle was great. It was perfect! I look forward to continue using the tutorials & to develop my professional model skills with the help of Plum Solutions. Thank you for making the 3 days of tutorials informative engaging & i... Read More

Finance Business Partner l Government Transport Industry

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

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

It gave me a good understanding of what is possible in Excel – a good base for future use. Danielle happily took queries through the session. Being a small group she could help each of us one on one easily. Danielle ran this course very well – not too quick or not too slow. Lots of information,... Read More

Recycling Industry