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
Advanced DAX Live and Online External Workshop
  • August 6, 2020 9:00 am
  • October 8, 2020 9:00 am
  • December 3, 2020 9:00 am
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Virtual Meetup: How to Create a Pitch Deck for Investors/Clients (supported by a financial model) Meetup - Free of Charge
  • August 19, 2020 12:30 pm
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Virtual Debate: Numbers versus Message Meetup - Free of Charge
  • August 26, 2020 12:30 pm
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Power BI for the Business Analyst Live and Online External Workshop
  • September 8, 2020 9:00 am
  • October 12, 2020 9:00 am
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Sydney Meetup: FMI Advanced Financial Modeller Exam Prep Session Meetup - Free of Charge
  • September 9, 2020 6:00 pm
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Dashboard Reporting in Modern Excel - Live Online Workshop Online and Live Workshop
  • November 10, 2020 3:00 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.
Plum Solutions have been fantastic, I can’t think of anything to say other than the staff were great, always supportive and made the online courses easy to do.
 Financial Modelling Industry
The workshop was a small group and it was easy to ask questions. It was flexible so that some of the subjects changed/expanded to suit for some students (i.e. how to make waterfall chart). The presenter was very welcoming and approachable. Made it easy to ask questions. It was a great course.
 Health Industry
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
Sam Sammour
I recently attended the Dashboard Reporting in Modern Excel course run by Danielle of Plum Solutions. It was an outstanding course with relevant and dynamic content, tips and shortcuts to creating interesting and informative dashboards. I highly recommend the courses from Danielle of Plum Soluti... Read More
Mat Anderson Senior Accountant, Government Department
Mat Anderson
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
The workshop was customised to our specific needs. Danielle always made sure to check if the material was relevant to us. The presenter was friendly. The workshop was easy to follow and varied the pace.
 Finance Professional
The training was great, Chandoo was amazing, so knowledgeable and flexible in following attendees’ requests. It’s the first time in while when I felt how Excel training can be so much fun. I got to know about new features and how I can use them for work and beyond.
 Education Industry
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