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: Advancing into Analytics; from Excel to Python and R	Meetup - Free of Charge	July 14, 2021 10:30 am	View Details
Virtual Meetup: Cash Flow Liquidity Planning and Forecasting in Excel	Meetup - Free of Charge	August 11, 2021 8:00 pm	View Details
Virtual Meetup: Pushing to Mobile with Low-Code and No-Code Financial Modelling tool	Meetup - Free of Charge	September 14, 2021 7:00 pm	View Details
Virtual Meetup: Becoming a Killer Analyst: Data Critical Thinking Skills for Financial Modelers	Meetup - Free of Charge	September 29, 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.

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The combination of knowledge and the practical case was very helpful. Also I understand better about the definition of Financial Modelling and what it entails.

Construction Industry

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... Read More

Jon Spain Law for Life

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

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

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

Gave me context for using PQ and BI especially. Maybe more time could be spent on standard Excel dashboards. Maybe more structure on breakout rooms but these are extremely difficult to manage I know. Overall great course. Extremely helpful and patient. A few times menu items were presented as &... Read More

Robin Robson Robson Associates

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

Local Council

Thank you for a great 3 days. Danielle, I found your facilitating great and didn’t yawn once 😊 Also have to say for someone that lives remotely and doesn’t get much interaction with like-minded people, it was so nice to be part of these discussions. Nicole, Group Accountant, Agriculture. Dash... Read More

Nicole Group Management Accountant | Agriculture