SPECIALISTS IN FINANCIAL MODELLING

Support Centre

About the Excel Modelling Support Clinics

If you need some personalised help or feedback on your Excel models, the support centre can give you the one-on-one support that you need. Struggling with your financial model?  Stuck on a formula or need help designing a model?  Don’t worry, you’re not alone.  Schedule in some time with an expert Financial Modeller.

The Excel Modelling Support Centre provides a personal service providing expert assistance or advice on:

  • Excel formula design and selection
  • Formula troubleshooting
  • Advice on model layout and design
  • Assessment of model against best practice
  • Compatibility and upgrading to the latest version of Excel

What kind of things can the Excel Modelling Support Centre help me with?

Excel formula design and selection Which formula should I use? Can Excel do that? Chances are, it can. If not, we’ll provide suggestions on how to get around your particular problem.
Formula troubleshooting Why won’t my formula give me the right answer? Why am I getting an error? We’ll have a look and get you up and running again.
Advice on model layout and design We’ll take a look at your model and give you feedback on the design, and suggest possible improvements
Compatibility and upgrading to the latest version of Excel Should I upgrade? What formulas or tools have I used that people with previous versions won’t be able to access?
Data visualisation If you’ve created a chart or a dashboard, we can take a look and suggest some ways of making your message clearer

Excel Modelling Support Centre Frequently Asked Questions (FAQ)

Who can access the support centre?

The Excel modelling support clinic sessions are available exclusively for Plum Alumni. As an Alumni, you’ll be invited to book in for one support session every month for 12 months following the last course you did with us.  If you’re not an Alumni, you can purchase a support package.

What is Plum Alumni?

Plum Alumni refers to current and past students of our online courses and workshop training programmes. If you are not sure if you’re eligible, you can apply here.

How do I book in?

You’ll be sent an invitation to book in for a private one-on-one 15 minutes zoom session with expert financial modeller, Danielle Stein Fairhurst.  There will be several times to choose from, and you can book in a time that works for you. Send through your file in advance, or just ask your question during the session.

How often can I book in?

As a Plum Alumni you can book in every month, once a month. If you need more you can purchase extra sessions. If you’re taking the Level 1 or Level 2 Mock exams, you’ll get weekly invitations for 8 weeks prior to the exam. Sessions do not accumulate.

How long are the sessions?

Just 15 minutes. But you’d be amazed what we can achieve in 15 minutes!

Will I get a recording?

It’s up to you. If you’d like the session recorded, we’ll send you a downloadable copy of the recording afterwards. Just let us know in advance.

I’ve just joined. How do I access support?

If you are a Plum Alumni, you will receive an email each time one is scheduled. If you have not received an invitation, please check your spam folder, and apply to join the next clinic here. You can find the date of the next scheduled session here.

Can you build the model for me?

No.  We will give you guidance on your model or formulas.  If you want us to actually build it for you, please contact us for a quote on consultancy services.

What are your Terms and Conditions?

Use of the Support Centre is subject to the terms and conditions listed below.  You must agree to these terms and conditions prior to using the Support Centre.

The most important thing to be aware is that when using our services,  you, the client will retain responsibility for the model output. We will provide advice and guidance on model design, structure and formulas, but validation of input data, calculations and interpretation of results is the responsibility of the client.

Terms and Conditions

Disclaimer and limitation of liability.

  1. The output from the Services is believed to be accurate and current. However, the  Modelling Support Centre does not give any representation or warranty as to the reliability or completeness of the output.  Nor does the  Modelling Support Centre warrant that any of the functions contained in the output of the services will be error-free.
  2. The Modelling Support Centre shall not be liable in any way for any loss or damage, howsoever arising (whether in negligence or otherwise) out of or in connection with the provision of the Services except where liability is made non-excludable by legislation.
  3. The user must indemnify and hold harmless the Modelling Support Centre and keep it indemnified, against all loss, actions, proceedings, costs, expenses (including legal fees), claims and damages arising from:
    • any breach by the user of the General Term and Conditions; or
    • reliance by the user on any information arising from the use of spreadsheets provided as part of the Service

What about the confidentiality of the data in the models I might send you?

We understand that there may be some situations where you need to send us models containing confidential information so that we can help you with them.  Your data will remain your data and will never be used for any other purpose other than to help you with your model.

Below is our confidentiality agreement.  In effect, by signing up with the Modelling Support Centre you have our assurance that your personal or company information contained in your models will remain your property, and will remain confidential.  We understand, however, that some companies have very strict security procedures and they may require you to remove data before sending the files to use.  That’s fine – we understand and won’t take it personally.

Confidentiality Agreement:

The Modelling Support Centre acknowledges that during the provision of support it will have access to and become acquainted with various trade secrets, inventions, innovations, processes, information, records and specifications owned or licensed by the User and/or used by the User in connection with the operation of its business including, without limitation, the User’s business and product processes, methods, customer lists, accounts and procedures.  The Modelling Support centre agrees that it will not disclose any of the aforesaid, directly or indirectly, or use any of them in any manner, either during the term of this Agreement or at any time thereafter, except as required in the course of this support with the User, unless otherwise authorised by the User in writing.  All files, records, documents, blueprints, specifications, information, letters, notes, media lists, original artwork/creative, notebooks, and similar items relating to the business of the User, whether prepared by the Modelling Support Centre or otherwise coming into its possession, shall remain the exclusive property of the User.  The Modelling Support Centre further agrees that it shall at all times preserve the confidential nature of its relationship to the Client and of the services hereunder.  The Financial Modelling Support Centre further acknowledges that the information provided to the Modelling Support Centre by the User is the confidential information of the User and the Modelling Support Centre further agrees not to disclose that information other than to authorised representatives of the Modelling Support Centre  and that the Modelling Support Centre also agrees to be bound by the provisions of this clause and to maintain the integrity and confidentiality of the User’s information  Other staff engaged by the Modelling Support Centre shall be bound by the foregoing duties with respect to User confidentiality.