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.

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.

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

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.

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.

The practical exercises reinforced the presentation. I enjoyed Danielle’s enthusiasm and knowledge of the subject. I enjoyed all aspects of the course, particularly identifying which data is best presented in Excel vs Power BI. Dashboard Reporting in Modern Excel, June 2021
 Financial Industry

 know that we have limited time, but I wish it was little bit longer; 5 days for example. Overall it was very good, insightful, helpful, informative course, and would like to give special thanks to your patience for helping & answer our questions. Beside we had great chance to learn & gain ...

Read More
Mohamed El Mahroky, Finance/ Equity Trader, Financial Industry 
Mohamed El Mahroky, Finance/ Equity Trader, Financial Industry

I found the course highly engaging, I especially appreciated that it was centered around a case study that allowed me to learn the skills through a practical task rather than just watching or reading. I also liked that Danielle gave one on one assistance if you got stuck on a part of the task so no ...

Read More
 Funds Manager, Sydney
This training was a really excellent one 🙂 Dashboard Reporting in Modern Excel, September 2023
Oil Company, Oman 
Oil Company, Oman
Very clear and understandable. Thank you! Essential Modern Excel for Microsoft 365,  Live, In-House workshop, October 2025
Aviation Industry, Brisbane 
Aviation Industry, Brisbane

Even though I’ve taken other financial modelling courses in the past, I learned a number of new techniques, learned about some new Excel functions I was not aware of and learned how to apply them to financial modelling. Very useful course!

Financial Modelling in Excel, Live, Online Training No

...

Read More
Domenic Durante, CFO, Colorbeam Lighting 
Domenic Durante, CFO, Colorbeam Lighting
That was an excellent and highly valuable course. I will definitely recommend it! Financial Modelling in Excel, Live, Online Training November 2024
Ella Lot, Group Reporting Manager, Accounting, AMN Group 
Ella Lot, Group Reporting Manager, Accounting, AMN Group

I needed to improve my Excel and modelling skills and this was very useful training for my job. The practical aspect of the training was the thing I liked the most.  The training was hands-on with a lot of practice.

 

Mastering Revenue and Investment Forecast Modelling, Live, In-House workshop, A...

Read More
Public Monetary Institution, Pacific Islands 
Public Monetary Institution, Pacific Islands