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
Virtual Meetup: Building a PowerBI visualisation for a 3-way Financial Model Meetup - Free of Charge
  • October 20, 2020 8:00 pm
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Virtual Meetup: Equity Crowdfunding in the Financial Modelling Tech Space Meetup - Free of Charge
  • October 28, 2020 8:00 pm
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Webinar: Introduction to Budgeting & Forecasting in Excel Meetup - Free of Charge
  • November 4, 2020 5:00 pm
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Virtual Meetup: Programming and Problem Solving in Excel – an example in 2 parts Meetup - Free of Charge
  • November 16, 2020 1:00 pm
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Dashboard Reporting in Modern Excel - Live and Online Workshop Online and Live Workshop
  • November 17, 2020 3:00 pm
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Power BI for the Business Analyst Live and Online External Workshop
  • November 24, 2020 9:00 am
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Virtual Debate: Power Query versus Excel Formulas Meetup - Free of Charge
  • December 1, 2020 8:00 pm
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Budgeting and Forecasting in Excel - Live and Online Workshop Online and Live Workshop
  • December 2, 2020 3:00 pm
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Advanced DAX Live and Online External Workshop
  • December 3, 2020 9:00 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 course offered practical examples of techniques and formulas that will be very helpful in the context of financial modelling.
 Investment Banking
The combination of knowledge and the practical case was very helpful. Also I understand better about the definition of Financial Modelling and what it entails.
 Construction Industry
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
Trainer was very engaging and constructive. Great informative sessions.
 Local Council
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 recently attended the Dashboard Reporting in Modern Excel course run by Danielle of Plum Solutions. It was an outstanding course with relevant and dynamic content, tips and shortcuts to creating interesting and informative dashboards. I highly recommend the courses from Danielle of Plum Soluti... Read More
Mat Anderson Senior Accountant, Government Department
Mat Anderson
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
Danielle used a way to integrate the Excel skill with practical cases/concepts, which I liked a lot. Great Workshop!
 Marketing Officer, Accounting Industry