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

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.

Dummies Book cover

Financial Modelling for Dummies

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

I especially liked the pace of the course, and enjoyed the time given for practicing each skill we learned.   Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, Online trainingNovember – December 2023
Finance Team, Melbourne 
Finance Team, Melbourne
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
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
Mathew Anderson
Tutor was well prepared and thoughtful in her explanations. The course taught allowed to improve and learn new skills and formulas that will enable me to use excel in a more efficient way. Budgeting and Forecasting in Excel, In-house, July 2022
 Financial Industry
Easy to understand and very helpful to my work. It was an awesome training course in regards to dashboard reporting as it enhanced my Excel skill in terms of simplified in financial reporting.
 Infrastructure Industry
I got very useful excel skills and hands on practice. Essential Excel Series, London UK, June 2023
Excel for Finance Professionals Investment Banking 
Excel for Finance Professionals Investment Banking
Very informative and passionate instructor. Essential Excel Series, London UK, June 2023
Excel for Finance Professionals Investment Banking 
Excel for Finance Professionals Investment Banking

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...

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Sam Sammour Commercial Finance Business Partner
Sam Sammour