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.

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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. 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.

View Online Courses

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

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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

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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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.

Get a copy today

I’m new to Excel having used Google Sheets previously so I found the course useful for me to get an understanding of the layout of Excel and how to navigate around the various screens.

You could clearly tell Danielle is passionate and knowledgable about excel which made the day engaging.

 

Da...

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Charlie Miles, Operations Analyst- Finance, Melbourne 
Charlie Miles, Operations Analyst- Finance, Melbourne

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

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...

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Sam Sammour Commercial Finance Business Partner
Sam Sammour
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
It was a great class, a lot of good tips. I just need to practice now. I have never used dynamic arrays before, but I will definitely use them now in my job.   Financial Modelling with Dynamic Arrays Masterclass, Live, Online Training, May 2025
Senior Finance Manager, Food and Beverage Services 
Senior Finance Manager, Food and Beverage Services
Very practical and learnt lots of new skills in Excel that I wasn’t aware of. Essential Excel Series, Live, In-house  workshop, January 2024
Pharmaceutical Company 
Pharmaceutical Company
I really liked the data presentation course. Danielle was very hands-on, knowledgeable, and open for questions. Thank you. Data Visualisation and Dashboards in Excel, Online and Live, March 2022
Financial Industry  
Financial Industry
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