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 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 
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...

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Deborah Ngo, Financial Accountant, Virgin Australia 
Deborah Ngo, Financial Accountant, Virgin Australia
Interactive Delivery of new concepts. Theoretical knowledge and real-world application.   Essential Modern Excel for Microsoft 365,  Live, In-House workshop, September 2025
Aviation Industry, Brisbane 
Aviation Industry, Brisbane
Danielle is a great presenter with strong Excel knowledge, and she helped me better understand the P&L and balance sheet.   Financial Modelling for Non Financial Modellers, Live, In-House workshop, February 2026
General Manager, Agricultural Processing Industry 
General Manager, Agricultural Processing 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
Mathew Anderson

Danielle you are a highly engaging and informative educator.

Thank you for this course.  I enjoyed learning some new tools, brushing up some, and meeting with others who have the same interests and skills.  I plan to recommend this to others.    Grateful for the answers

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Peggi Sensenig, Accounting Professional 
Peggi Sensenig, Accounting Professional
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
Her passion for Excel was clear, she was so genuine and it was a joy to learn from her. Essential Excel Series, Live, In-House  workshop, January 2024
Nathaniel James, Brand Manager, Pharmaceutical Company 
Nathaniel James, Brand Manager, Pharmaceutical Company