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

Webinar FMI Level 1 Advanced Financial Modeler Exam Prep Session	Meetup - Free of Charge	March 3, 2021 12:00 pm	View Details
Webinar - FMI Level 2 Chartered Financial Modeler Exam Prep Session	Meetup - Free of Charge	March 10, 2021 6:00 pm	View Details
Virtual Meetup: Building a cash flow waterfall in a project finance model	Meetup - Free of Charge	March 17, 2021 5:00 pm	View Details
Virtual Meetup: The route to FP&A excellence with the Maturity Model	Meetup - Free of Charge	March 31, 2021 7:00 pm	View Details
Intro to Budgeting & Forecasting in Excel (Interactive Workshop)	Meetup - Free of Charge	April 14, 2021 8:00 am April 14, 2021 5:00 pm	View Details
Virtual Meetup: One size fits all? How to build a model fit for purpose	Meetup - Free of Charge	April 21, 2021 5:00 pm	View Details
Budgeting and Forecasting in Excel - Live and Online Workshop	Online and Live Workshop	May 5, 2021 3:00 pm	View Details
Intro to Dashboard Reporting in Modern Excel (Interactive Workshop)	Meetup - Free of Charge	May 19, 2021 8:00 am May 19, 2021 5:00 pm	View Details
Dashboard Reporting in Modern Excel - Live and Online Workshop	Online and Live Workshop	June 9, 2021 3:00 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

The workshop was very practical and hands on which I loved. It went at the right speed and was flexible to cover different topics of interest. Great training course and I highly recommend.

Head of Operations & Analytics, Accounting Industry

I had the pleasure of attending a course on Modern Dashboarding hosted by Danielle & team. The course covered the latest Dashboard presentations, using Power BI and some of the latest Excel functions. Structured over 3 half days & very professionally run and interesting with proper workshops... Read More

Sam Sammour Commercial Finance Business Partner

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

Hi, Just would like to say a BIG thanking for offering the amazing FMI Level 1 preparatory course. I don’t think I would be able to complete the FMI exam with so much confidence hadn’t I not doing this course with Danielle. I have absolutely enjoyed learning how to build a easy yet power... Read More

Financial Analyst Education Industry

The videos illustrations were very helpful.The presenter was outstanding. She did excellently well in introducing the concepts, holding attention during the course and managed all aspects of the learning cycle. Advanced Financial Modelling in Excel Online Course

Energy Industry

The course was extremely well run. Danielle met the participants in advance. The Online Classroom was open 15 minutes before the start. The classes started on time. Time was left at the end to answer additional queries. Danielle had great technical support in Susan in terms of muting/unmuting, chec... Read More

Revenue Accountant, Construction Firm

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

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