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. 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.

View Online Courses

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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

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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

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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

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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

Upcoming Workshops

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Event	Venue	Date

Virtual Meetup: Programming and Problem Solving in Excel – an example in 2 parts	Meetup - Free of Charge	December 7, 2020 1:00 pm	View Details
Virtual Meetup: Financial Modeling World Cup – Case Study Walkthrough	Meetup - Free of Charge	December 9, 2020 5:00 pm	View Details
Virtual Meetup: Efficiency and Gamification in Financial Modelling	Meetup - Free of Charge	December 16, 2020 12:30 pm	View Details
Virtual Workshop: How Data Storytelling can help introverts communicate financial results	Meetup - Free of Charge	January 20, 2021 5:00 pm	View Details
Virtual Meetup: Fun & Games with Excel Range Names	Meetup - Free of Charge	January 27, 2021 5:00 pm	View Details
A Valuation Practitioner’s Perspective on Best Practice Financial Modelling	Meetup - Free of Charge	February 10, 2021 7:00 pm	View Details

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 is your comprehensive guide to learning how to create informative, enlightening financial models today.

Get a copy today

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... Read More

Sam Sammour Commercial Finance Business Partner

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

I enjoyed going through the different formulas and learning about the new formula’s to excel. It was great to also understand modelling best practice and what not to do. Thoroughly enjoyed the course and looking forward to attending the advanced financial modelling in excel! Pace was good, instru... Read More

Utilities Industry

The workshop was very practical and hands on which I loved. It went at the right speed and was flexible to cover different topics of interest. Great training course and I highly recommend.

Head of Operations & Analytics, Accounting 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

The course covered a wide range of topics related to Excel data processing and modelling. The afternoon case study was useful to practise items we went through during the day. Danielle is a great presenter and her class is very accommodating to students questions and the content is interesting.

Associate, Asset Management

I really liked Danielle’s ability to speed up and slow down according to how people were understanding concepts. Very patient and understanding, and adapted a very practical example and showed us how to extend this. The course was absolutely brilliant.

Technology Industry

Hi, Just would like to say a BIG thanking for offering the amazing FMI Level 1 preparatory course. I don’t think I would be able to complete the FMI exam with so much confidence hadn’t I not doing this course with Danielle. I have absolutely enjoyed learning how to build a easy yet power... Read More

Financial Analyst Education Industry