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: Cash Flow Liquidity Planning and Forecasting in Excel Meetup - Free of Charge
  • August 11, 2021 8:00 pm
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Power BI for the Business Analyst External Workshop
  • August 23, 2021 9:00 am
  • September 7, 2021 9:00 am
  • September 20, 2021 9:00 am
  • October 11, 2021 9:00 am
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Virtual Meetup: Harnessing Your Inner Financial Modeller Meetup - Free of Charge
  • September 1, 2021 9:00 am
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Virtual Meetup: Pushing to Mobile with Low-Code and No-Code Financial Modelling tool Meetup - Free of Charge
  • September 14, 2021 7:00 pm
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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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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.
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 course was able to relate complicated issues in a simple and straight forward manner.There was an allure that learning was minimal when in fact the opposite was happening. Online Financial Modelling Bundle (with Books), June 2020
 Financial Reporting in the Horticulture 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
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 really liked the opportunity to build a 3 way model, the technical aspects of the course were great also.Instructions were clear and pace was good.
 Manager, Financial Reporting & Compliance -Electrical and Gas Industry
Good facilitation of workshop. I’m keen to apply the learnings to my role.
 Financial Technology, MYOB
The practical exercises reinforced the presentation. I enjoyed Danielle’s enthusiasm and knowledge of the subject. I enjoyed all aspects of the course, particularly identifying which data is best presented in Excel vs Power BI. Dashboard Reporting in Modern Excel, June 2021
 Financial 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