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. 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.

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

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

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

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.

The presenter was engaging and helpful and the information received was useful.
 Local Council

The course was great – Danielle, the instructor, covered a lot of best practices to avoid common pitfalls as well as make modelling easier in a team setting. Overall, very satisfied with the course.

Danielle was an expert on the subject matter and offered very insightful perspective. She was a...

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Financial Industry 
Financial Industry

The course content was comprehensive, covering all the essential aspects of financial modelling, from basic principles to good techniques.  provided clear, practical examples that made the learning process engaging and effective.

Financial Modelling in Excel, Live, Online Training November

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Rajesh Padmanabhan, Consultant, Financial Planning & Analysis (FP&A) 
Rajesh Padmanabhan, Consultant, Financial Planning & Analysis (FP&A)

This financial modeling Excel course was well-paced and perfect for building on my intermediate Excel skills. The clear, practical guidance on creating forecasts, valuations, and scenario analyses made the concepts easy to understand and apply. With a steady pace and real-world examples, this cours

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Harriet Butland-Ward, Management Accountant, Globacap Technology Limited 
Harriet Butland-Ward, Management Accountant, Globacap Technology Limited
I believe the insights from Danielle paired with the practical exercises worked really well.   Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, Online trainingNovember – December 2023
Finance Team, Melbourne 
Finance Team, Melbourne
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
Danielle used a way to integrate the Excel skill with practical cases/concepts, which I liked a lot. Great Workshop!
 Marketing Officer, Accounting Industry
Danielle was lovely and explained everything well. I learnt a lot about excel functions and will definitely be using these in my day-to-day work! Budgeting and Forecasting in Excel, In-house, July 2022
 Financial Industry