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Course Modules

Below are a list of modules available.
Click on each topic title for more information on what each topic contains.
If you would like to enquire about a customised in-house or one-on-one workshop, please select the topics you are interested in and fill in your details.
On submitting this form, you will receive an email with a copy of your selections, and a Plum Solutions representative will be be in contact shortly to discuss your requirements.

The topics are organised under the following courses:
Financial Modelling in Excel
Data Analysis & Reporting in Excel
Budgeting & Forecasting in Excel
You can arrange any of these courses to run as a standard course in-house, or as a closed course at our venue.

However, if you choose to customised your own course, you are welcome to mix and match and select any topics from any course at all which are of interest to you. Note that some are more advanced than others. You may select up to fifteen topics for a full day training course.

Skills Needed for Financial Modelling

Learn what the "hard" and soft skills you'll need to work on to become the best Financial Modeller you can possibly be!

This module is a core component of any financial modelling course. Learn the fundamentals of Financial Modelling.

Explore the full range of technical option available in Excel for creating scenarios in financial models.

Data Analysis - INDEX and MATCH Linking Exercise (advanced)

Learn how to create a robust formula which can link between different workbooks and not cause errors, even if the source file is changed.