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 Debate: Power Query versus Excel Formulas Meetup - Free of Charge
  • December 1, 2020 8:00 pm
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Budgeting and Forecasting in Excel - Live and Online Workshop Online and Live Workshop
  • December 2, 2020 3:00 pm
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Advanced DAX Live and Online External Workshop
  • December 3, 2020 9:00 am
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Virtual Meetup: Programming and Problem Solving in Excel – an example in 2 parts Meetup - Free of Charge
  • December 7, 2020 1:00 pm
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Virtual Meetup: Financial Modeling World Cup – Case Study Walkthrough Meetup - Free of Charge
  • December 9, 2020 5:00 pm
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Virtual Meetup: Efficiency and Gamification in Financial Modelling Meetup - Free of Charge
  • December 16, 2020 12:30 pm
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Virtual Workshop: How Data Storytelling can help introverts communicate financial results Meetup - Free of Charge
  • January 20, 2021 5:00 pm
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Virtual Meetup: Fun & Games with Excel Range Names Meetup - Free of Charge
  • January 27, 2021 5:00 pm
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A Valuation Practitioner’s Perspective on Best Practice Financial Modelling Meetup - Free of Charge
  • February 10, 2021 7:00 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.
Danielle uses various communication methods to keep us engaged. She uses credible sources for her course. Danielle is very engaging, polite and professional. Her vast knowledge of Excel is evident and I love the way she tries to apply Excel to our specific work situations!
 Head of Investments / Non Profit
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 improved my Excel skills regarding to how I can build a Dashboard for my data. Danielle is very smart and empowered with the explanation of the course. Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020
Ahmed Ataih Alghamdi MOD- Planning Specialist
Ahmed Ataih Alghamdi
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
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
Finance Business Partner l Government
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
I really enjoyed my journey into financial modelling with you. The contents of the course were consistent and complete. I will really recommend these courses 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 ste... Read More
 Mining industry
It gave me a good understanding of what is possible in Excel – a good base for future use. Danielle happily took queries through the session. Being a small group she could help each of us one on one easily. Danielle ran this course very well – not too quick or not too slow. Lots of information,... Read More
 Recycling Industry