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. Courses are available on-demand, live online or in person.

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 (Financial Modelling for Dummies)

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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Best Practice Financial Modelling in Excel (Intermediate)

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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Practical Financial Modelling in Excel (Advanced)

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

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.

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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.

Get a copy today

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...

Jon Spain Law for Life

Good facilitation of workshop. I’m keen to apply the learnings to my role.

Financial Technology, MYOB

Even though I’ve taken other financial modelling courses in the past, I learned a number of new techniques, learned about some new Excel functions I was not aware of and learned how to apply them to financial modelling. Very useful course!

Financial Modelling in Excel, Live, Online Training No

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Domenic Durante, CFO, Colorbeam Lighting

I really liked the data presentation course. Danielle was very hands-on, knowledgeable, and open for questions. Thank you. Data Visualisation and Dashboards in Excel, Online and Live, March 2022

Financial Industry

Danielle created an interactive and engaging course. There was an equal amount of visuals to help cement the way that I learn. Practice will make perfect but there is a great foundation – thank you!

Incredibly engaging! Made the course fun.

I really liked it all. I am very new to my Exc

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Finance Team, Melbourne

Thank you very much for the fruitful session, it was a really pleasant experience. Kahoot quiz was totally fun. Data Visualization and Dashboards in Excel, Online and Live, March 2022

Finance Industry

The course enhanced my Excel skills, taught me NPV calculations, and guided me in developing balance sheets and P&L statements. Financial Modelling for Non Financial Modellers, Live, In-House workshop, February 2026

Portfolio Manager, Mining and Resources Industry

The course is very hands-on. Our instructor is very knowledgeable. She went through the session at a reasonable pace, with very clear instructions. We had enough time to practice and get familiar with new Excel functions.

Essential Modern Excel for Microsoft 365, Live, In-House workshop, Septe...

Deborah Ngo, Financial Accountant, Virgin Australia