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 Meetup: Becoming a Killer Analyst: Data Critical Thinking Skills for Financial Modelers Meetup - Free of Charge
  • September 29, 2021 7:00 pm
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Power BI for the Business Analyst External Workshop
  • October 11, 2021 9:00 am
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Virtual Meetup: I didn't know Excel could do that EITHER Meetup - Free of Charge
  • October 27, 2021 11:00 am
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The Business of Financial Modelling: from Employee to Self Employed Meetup - Free of Charge
  • February 16, 2022 6:30 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.

I really enjoyed Danielle’s warm, engaging presentation style and her obvious expertise with the training material. I also loved the fact it could be taken as a live, online course – something that would not have been accessible to me had it been an in-house workshop. I had been followi

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Danielle Cheek Chartered Accountant, Accounting Industry
Danielle Cheek

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

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 Utilities 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
Highly knowledgeable! It was great that Danielle gave guidance on what the dos and don’ts are. Too often we look at data / graphs that don’t tell the story!
 IT Industry, MYOB
It is diverse in terms of participants which automatically draws in various perspectives and knowledge. Responsive to audience and highly interactive – fully engages participant throughout the course. Dashboard Reporting in Modern Excel, June 2021
 Financial Industry

I just would like to say a BIG thank you 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 had I not done this course with Danielle.

I have absolutely enjoyed learning how to build an easy yet powerful m

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Finance Analyst Education
Finance Analyst
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 knows her stuff and imparts with humour; Susan administered excellently. Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020
Jon Spain Charity Organisation
Jon Spain