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.
- Budgeting and Forecasting in Excel (1 day, Intermediate) – a practical course which covers using budgets to measure staff performance, linking budgets to the strategic planning process and a comparison of budgeting techniques. We explore the difference between budgets and forecasts, and you will learn how to create your own budget, rolling forecast, variance report and budget scenarios in Excel. More information
- Dashboard Reporting in Modern Excel (1 day, Intermediate) – With the huge amount of data available to us every day, a well-built and designed dashboard report is one of the best ways to interpret and communicate large quantities of information. Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs using Excel or Power BI. More information
Financial Modelling Series
- Financial Modelling for Non-Financial Modellers (1 day, Basic) – for those new to Financial Modelling, this course will introduce the fundamentals and concepts of building a financial model using Excel. This is a practical course in which you will develop the skills to build your own financial model which can be taken away for future reference. More information This course is available online
- Financial Modelling in Excel (1 day, Intermediate) – a hands-on course designed for business professionals who need to explore the practical usage of advanced Excel functions in a financial model. By creating your own user-friendly financial model, you will learn to translate business concepts into a structured format to identify weaknesses and predict future performance. More information This course is available as public workshop, and also available online
- Advanced Financial Modelling in Excel (1 day, 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 decisions in the most time-efficient and effective way. More information This course is available as public workshop, and also available online
Essential Excel Series
- Essential Excel for Finance (1 day, Intermediate) – Specifically designed for business professionals who need to take their Excel skills to the next level, this intensive full day course focusses on the technical Excel skills required in everyday Excel modelling. This very practical course covers everything you need to perform your job and nothing you don’t! More information
- Essential Excel for Business Administration (1 day, Basic / Intermediate) – Specifically designed for administration professionals who need to take their Excel skills to the next level, this intensive full day course focusses on the technical Excel skills required in everyday Administration roles. This very practical course covers everything you need to perform your job and nothing you don’t! More information
- Essential Excel Upgrade (short, optional pre-course) – Use this training opportunity to upgrade to the new version of Excel as well as learn new skills. Add this optional pre-course to the beginning of any other in-house course.
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