SPECIALISTS IN FINANCIAL MODELLING

Workshops

Public workshop registration includes course materials, lunch and refreshments.

Book a Workshop

Public workshop registration includes course materials, lunch and refreshments. Courses are held from 9am until 5pm with an hour break for lunch, and a short break for morning and afternoon tea. Please advise if you have any dietary requirements.

Not sure which course is right for you?  Fill in our needs analysis form, and we’ll get back to you with our recommendations.

Public courses are held in the CBDs of Sydney, Melbourne and Brisbane.  Please bring a jacket as seminar rooms can be cool at times. It is usual for each student to be asked to briefly introduce themselves at the beginning of the day. Please advise if you would prefer not to do this.

As part of the course you will receive:

  • A copy of the book Using Excel for Business Analysis, and/or a course exercise manual.  (Please check the course outline to see which courses include a copy of the book.)
  • USB memory stick on which to save your models
  • Lunch, tea and coffee

Prerequisites

Public courses are run in a computer laboratory and workstations are provided so that participants can work in Excel on practical applications of content covered in the course.   The course is normally demonstrated using Excel 2016 and participants can choose to use a previous version of Excel if they prefer. If participants are more comfortable using their own laptops, they are most welcome to bring their own equipment.  PCs are used during this course, so Apple Macintosh users may prefer to bring their own laptops.

Each version of Excel differs somewhat but it does not really matter which version you are using, as the machines used during class have several different versions installed so students may use whichever version they prefer.  If you’re not sure which version you are using, and for an overview of the major differences between versions, please see the blog article Which version of Excel am I using?

A reasonable level of Excel is required for these courses. They are designed for users who use Excel fairly regularly, and are comfortable with using formulas and know their way around the basic functions of Excel. It is assumed that students will know how to link between worksheets, and create some formulas. These courses are not designed to teach Excel, rather the use of Excel in a modelling situation. Formulas such as VLOOKUP, SUMIF and IF and AND are used, and if they are not already known by the students they will be covered briefly. Complex formulas are documented in the course manual or book received by each student.

If you would like to brush up on your Excel skills prior to coming on a course, Plum Solutions has compiled a list of free Microsoft Excel tutorials which are most relevant to Financial Analysis.  You might also consider Chandoo’s online Excel School prior to coming on the course.

Each student will build their own model/s during the day/s and can bring them home with them. Students will be supplied with a 1GB USB memory stick on which to save their work and take it away. If your company does not allow use of external drives it can be emailed to you.

A pre-course survey will be distributed to assess your skill level prior to coming on the course. If you are unsure about your suitability for this course or have any other questions, please phone our office on 0298187250.

Post Course Support

Once you have attended the course and if at any time you’re struggling to do something that was covered in the course, contact us and a consultant will provide assistance on how to solve your problem. All participants receive a complimentary four weeks registration to the Financial Modelling Support Centre.

Training Guarantee

We’re confident that you will achieve your training outcomes with courses held by Plum Solutions. If you are dissatisfied with one of our courses or feel that your skills have not improved as a result of one of our courses, we will endeavour to provide additional support to ensure that you achieve your outcomes.

Terms and Conditions

Please see the terms and conditions page for full details.

In-House Training

Arrange an in-house training session for your organisation.

Online Training

Enrol in an online course and get started straight away

Using Excell for Business Analysis book

Using Excel for Business Analysis

This revised edition is packed with both financial modelling essential concepts and practicalities of performing complex analysis in Excel. Order your copy now

Free Financial Modelling Course

7 Days of Financial Modelling

Learn modelling best practice in this FREE 7 day mini e-course. Start now »

Book a Course in Your Area

Use the tabs to view upcoming workshops in Sydney, Melbourne or Brisbane and click on the event to view full details and book.

Start Date Name Details Location Price Status
June 26, 2018

Sydney Meetup: An Introduction to Cryptocurrency for Modellers

TBA, Sydney Unlimited tickets
TBA, Sydney Unlimited tickets
July 12, 2018

Power BI and Power Pivot for Excel – Sydney

External Workshop (Sydney) $1,495.00 ex GST Unlimited tickets
External Workshop (Sydney) $1,495.00 ex GST Unlimited tickets
August 1, 2018

Financial Modelling in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 8 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 8 Qty Available
August 2, 2018

Advanced Financial Modelling in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
August 3, 2018

Data Analysis and Dashboard Reporting in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
August 9, 2018

Excel Masterclass: Building a Business Case Financial Model (Sydney)

Unlimited tickets
Unlimited tickets
September 6, 2018

Power BI and Power Pivot for Excel – Sydney

External Workshop (Sydney) $1,495.00 ex GST Unlimited tickets
External Workshop (Sydney) $1,495.00 ex GST Unlimited tickets
September 17, 2018

FMI Advanced Financial Modeler – Exam Preparation (Syd)

Level 10, 10 Barrack Street, Sydney CBD $1,600.00 ex GST Unlimited tickets
Level 10, 10 Barrack Street, Sydney CBD $1,600.00 ex GST Unlimited tickets
September 25, 2018

Financial Modelling in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 8 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 8 Qty Available
September 26, 2018

Advanced Financial Modelling in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
September 27, 2018

Data Analysis and Dashboard Reporting in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
November 1, 2018

Power BI and Power Pivot for Excel – Sydney

External Workshop (Sydney) $1,495.00 ex GST Unlimited tickets
External Workshop (Sydney) $1,495.00 ex GST Unlimited tickets
December 4, 2018

Financial Modelling in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 8 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 8 Qty Available
December 5, 2018

Advanced Financial Modelling in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
December 6, 2018

Data Analysis and Dashboard Reporting in Excel (Syd)

Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
Level 10, 10 Barrack Street, Sydney CBD $900.00 ex GST 10 Qty Available
December 13, 2018

Power BI and Power Pivot for Excel – Sydney

External Workshop (Sydney) $1,495.00 ex GST Unlimited tickets
External Workshop (Sydney) $1,495.00 ex GST Unlimited tickets
Start Date Name Details Location Price Status
June 21, 2018

Advanced Budgeting and Forecasting

External Workshop (Melbourne) Unlimited tickets
External Workshop (Melbourne) Unlimited tickets
July 16, 2018

Power BI and Power Pivot for Excel – Melbourne

$1,495.00 ex GST Unlimited tickets
$1,495.00 ex GST Unlimited tickets
August 13, 2018

Melbourne Meetup: Predicting the future with financial models: An actuarial take on modelling.

Melbourne Unlimited tickets
Melbourne Unlimited tickets
August 14, 2018

Excel Masterclass: Building a Business Case Financial Model (Melbourne)

Unlimited tickets
Unlimited tickets
August 15, 2018

Data Analysis and Dashboard Reporting in Excel (Melb)

Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST 10 Qty Available
Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST 10 Qty Available
August 16, 2018

Financial Modelling in Excel (Melb)

Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST There are no ticket available at this time.
Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST There are no ticket available at this time.
August 17, 2018

Advanced Financial Modelling in Excel (Melb)

Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST 6 Qty Available
Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST 6 Qty Available
September 10, 2018

Power BI and Power Pivot for Excel – Melbourne

$1,495.00 ex GST Unlimited tickets
$1,495.00 ex GST Unlimited tickets
September 20, 2018

FMI Advanced Financial Modeler – Exam Preparation (Melb)

Level 8, 500 Collins Street, Melbourne CBD $1,600.00 ex GST 10 Qty Available
Level 8, 500 Collins Street, Melbourne CBD $1,600.00 ex GST 10 Qty Available
November 12, 2018

Power BI and Power Pivot for Excel – Melbourne

$1,495.00 ex GST Unlimited tickets
$1,495.00 ex GST Unlimited tickets
November 21, 2018

Financial Modelling in Excel (Melb)

Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST There are no ticket available at this time.
Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST There are no ticket available at this time.
November 22, 2018

Advanced Financial Modelling in Excel (Melb)

Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST 6 Qty Available
Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST 6 Qty Available
November 23, 2018

Data Analysis and Dashboard Reporting in Excel (Melb)

Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST 10 Qty Available
Level 8, 500 Collins Street, Melbourne CBD $900.00 ex GST 10 Qty Available
Start Date Name Details Location Price Status
August 7, 2018

Excel Masterclass: Building a Business Case Financial Model (Brisbane)

Unlimited tickets
Unlimited tickets
August 13, 2018

Power BI and Power Pivot for Excel – Brisbane

External Workshop (Brisbane) $1,495.00 ex GST Unlimited tickets
External Workshop (Brisbane) $1,495.00 ex GST Unlimited tickets
September 24, 2018

Power BI and Power Pivot for Excel – Brisbane

External Workshop (Brisbane) $1,495.00 ex GST Unlimited tickets
External Workshop (Brisbane) $1,495.00 ex GST Unlimited tickets
October 10, 2018

Financial Modelling in Excel (Bris)

Level 11, 300 Adelaide St, Brisbane, QLD, 4000 $900.00 ex GST 10 Qty Available
Level 11, 300 Adelaide St, Brisbane, QLD, 4000 $900.00 ex GST 10 Qty Available
October 11, 2018

Advanced Financial Modelling in Excel (Bris)

Level 11, 300 Adelaide St, Brisbane, QLD, 4000 $900.00 ex GST 9 Qty Available
Level 11, 300 Adelaide St, Brisbane, QLD, 4000 $900.00 ex GST 9 Qty Available
October 12, 2018

Data Analysis and Dashboard Reporting in Excel (Bris)

Level 11, 300 Adelaide Street $900.00 ex GST 9 Qty Available
Level 11, 300 Adelaide Street $900.00 ex GST 9 Qty Available
November 26, 2018

Power BI and Power Pivot for Excel – Brisbane

External Workshop (Brisbane) $1,495.00 ex GST Unlimited tickets
External Workshop (Brisbane) $1,495.00 ex GST Unlimited tickets

Check out the full list of upcoming events for all locations