Online Financial Modelling Bundle

The Plum Solutions Financial Modelling Series contains three online courses:

GST is not payable for those outside Australia. There is an additional $20 shipping added at the checkout for book delivery outside Australia.

If you’re located near Sydney, Melbourne or Brisbane, consider doing part online and part workshop.  Check out our mixed bundles.

Got some time on your hands?  Take all three courses for only AUD$525+GST, AND get both books included.  That’s a saving of 35%!   Note that the books act as a handy study companion to this course for additional supplementary reading and exercises.  Purchase of the books is recommended, but not required to complete the course, as extensive notes are also provided as part of the online course materials.

You get 12 months’ simultaneous access to all three courses, plus a further four weeks of support.  The hardcopy version of the books will be sent out to you, but you do not need to wait for the book before starting the course. For more information about receiving the book, please see the FAQs.

Scroll to the bottom of this page to purchase this product. You must purchase all three courses in one transaction from this page to get this special deal. More detail about how the online courses work

Modules in this Course

1.1 Financial Modelling Introduction

  • What is Financial Modelling?
  • Model Design
  • Excel Versions 2013
  • What’s New in Excel 2016
  • Overview of Scenario Analysis Methods
  • Common Excel Error Values

1.2 Fundamental Excel Tools

  • Linking for Best Practice
  • Absolute, Relative and Mixed Cell Referencing
  • Calculating Project Costs
  • Logical Nested Functions
  • Assumptions Documentation Methods

1.3 Building a Financial Model

  • Model Build – Inputs & Assumptions
  • Model Build – Revenue
  • Model Build – Expenses
  • Model Build – Profit & Loss
  • Model Build – Cashflow

1.4 Model Analysis Tools

  • Bullet-Proofing your Model
  • Data Validations & Drop-downs
  • Conditional Formatting
  • Model Build – Charting Cash vs Profit
  • Model Build – Modelling Scenarios

2.1 About Financial Modelling

  • Introduction to Financial Modelling course (Intermediate)
  • Anatomy of a Financial Model
  • Excel Versions
  • What’s New in Excel 2016 *New*
  • Best Practice in FM
  • Overview of Scenario Analysis Methods

2.2 Excel Tools

  • Mixed Referencing and Named Ranges
  • Conditional Formatting
  • External File Links
  • Protecting, Hiding & Grouping

2.3 Essential Formulas

  • Aggregation Functions
  • LOOKUP Fundamentals
  • Practical Capital Budgeting with LOOKUP functions
  • Using FORECAST / TREND functions
  • Formula Selection

2.4 Financial Modelling Techniques

  • Skills Needed for Financial Modelling
  • What Makes a Good Financial Model?
  • Building Error Checks
  • What-if Analysis with Goal Seek
  • Calculating the WACC
  • Calculating NPV & IRR

2.5 Building a Business Case

  • Business Case – Calculating Staff Costs
  • Business Case – Adding Compounding Inflation
  • Business Case – Forecasting Customer Numbers
  • Business Case – Forecasting Customer Revenue
  • Business Case – Modelling Market Penetration
  • Business Case – Project Evaluation (NPV & IRR)
  • Business Case – Project Evaluation (Payback Period)

2.6 Analysing and Presenting your Model

  • Assumptions Documentation Methods
  • Business Case – Scenario Analysis
  • Charting on two axes and Chart Types
  • Business Case – Dynamic Charting
  • Presentation of Model Output
3.1 Theory and Best Practice
  • Choosing between Excel versions
  • Overview of best practice financial modelling techniques
  • Common Excel error values in financial modelling
  • Correcting  and suppressing errors
  • Locating and fixing circular references
  • Allowing iterative calculations when circular references are maintained
3.2 Advanced Tools and Functions
  • Selecting the formula or tool which is most appropriate for each modelling situation
  • Nesting formulas
  • Useful functions in financial modelling such as COLUMN, CHOOSE, OFFSET, LOOKUP and TRANSPOSE
  • Using LOOKUP functions in tiered pricing models (volume break discounting)
  • Pros and cons of using array functions and their use in financial modelling
  • Use of form controls such as spin buttons and combo boxes
3.3 Advanced Techniques
  • Rebuilding an inherited model
  • How long should a formula be?  Deciding when to break a complex formula in several steps to maintain transparency and allowing ease of model auditing
  • Comparison of different methods of modelling escalation and growth calculations
  • Presenting model output using a chart on two different axes  and chart types
  • Creating a Waterfall Chart in Excel
  • Pivot tables – summarise, dissect and analyse large amounts of data
  • Why pivot tables are not commonly uses in financial modelling, and other alternative tools
  • Automate your financial model for the user with Macros.  Recording and modifying VBA code and creating macro buttons
3.4 Scenarios & Sensitivity Analysis
Learn different methods of what-if, scenario and sensitivity analysis in Excel using:
  • Show multiple scenario outcomes simultaneously with one and two-dimensional  Data Tables
  • Learn how to automatically highlight selected scenarios using complex conditional formatting
  • Using the Scenario Manager
  • Manual scenario building
    – In-cell drop-down boxes
    – Combo-box drop down boxes

At each step during the course, participants build and practice each formula, tool and technique.  Record your own macro with buttons, build a pivot table, and create drop-down boxes.

3.5 Practical Financial Modelling
Building on the tools and techniques covered, we will learn to apply advanced modelling skills to build complex, yet robust and user-friendly financial models.

Factory Rollout Model

Working on a startup funding model from start to finish we will evaluate input assumptions, calculate revenue and costs of production to calculate cash requirements.  From this, we build a full set of financial statement with particular emphasis on linking the profit & loss statement, cash flow statement and balance sheet together.

Utilising the tools and techniques covered in the first part of the course, participants will build their own financial model case study, performing stress testing, scenario and sensitivity analysis on their model.

Price: $525.00 ex GST