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: What to look for when reviewing a Project Finance Model Meetup - Free of Charge
  • September 22, 2020 5:00 pm
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Virtual Meetup: Building a KPI-based HR Dashboard in Excel Meetup - Free of Charge
  • September 29, 2020 5:00 pm
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Advanced DAX Live and Online External Workshop
  • October 8, 2020 9:00 am
  • December 3, 2020 9:00 am
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Power BI for the Business Analyst Live and Online External Workshop
  • October 12, 2020 9:00 am
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Introduction to Dashboard Reporting in Modern Excel Meetup - Free of Charge
  • October 13, 2020 5:00 pm
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Dashboard Reporting in Modern Excel - Live Online Workshop Online and Live Workshop
  • November 10, 2020 3:00 pm
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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.
Trainer was very engaging and constructive. Great informative sessions.
 Local Council
In early June 2020, I attended an online course called “Dashboard Reporting in Modern Excel” lasting 9 hours spread over 3 days. Apart from Excel, it also included some Power BI. After that course, no,I’m not at all an expert but I’m far better informed and much more confiden... Read More
Jon Spain Law for Life
Jon Spain
Danielle used a way to integrate the Excel skill with practical cases/concepts, which I liked a lot. Great Workshop!
 Marketing Officer, Accounting Industry
Plum Solutions have been fantastic, I can’t think of anything to say other than the staff were great, always supportive and made the online courses easy to do.
 Financial Modelling Industry
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 liked moving between theory and practical. Danielle takes time to get to know participants and adapts course to suit their needs. Thanks for a great course, I got a lot out of it! 🙂 Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020
Jessica D'Souza  Public Sector
Jessica D'Souza
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
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