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

Intro to Dashboard Reporting in Modern Excel (Interactive Workshop)	Meetup - Free of Charge	May 19, 2021 8:00 am May 19, 2021 5:00 pm	View Details
Virtual Meetup: To Err is Human but to ISERR is Never OK!	Meetup - Free of Charge	June 2, 2021 5:00 pm	View Details
Dashboard Reporting in Modern Excel - Live and Online Workshop	Online and Live Workshop	June 9, 2021 3:00 pm	View Details
Virtual Meetup: I didn’t know Excel could do THAT	Meetup - Free of Charge	June 23, 2021 12:00 pm	View Details
Virtual Meetup: Advancing into Analytics; from Excel to Python and R	Meetup - Free of Charge	July 14, 2021 10:30 am	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.

Get a copy today

The course offered practical examples of techniques and formulas that will be very helpful in the context of financial modelling.

Investment Banking

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

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

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

Hi, Just would like to say a BIG thanking 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 hadn’t I not doing this course with Danielle. I have absolutely enjoyed learning how to build a easy yet power... Read More

Financial Analyst Education Industry

I really liked Danielle’s ability to speed up and slow down according to how people were understanding concepts. Very patient and understanding, and adapted a very practical example and showed us how to extend this. The course was absolutely brilliant.

Technology Industry

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 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... Read More

Danielle Cheek Chartered Accountant, Accounting Industry