Workshop Information

Workshop Information

Courses cost $550 incl GST for a one day course and $980 incl GST for two day courses. 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:

• Course manual
• 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.   Course materials are written with both Excel 2007 and 2003 instructions.  Participants can choose which version of Excel 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.

You need to be aware that Excel 2007 differs somewhat from the older version, Excel 2003. The machines used during class have both versions installed so students may use whichever version they prefer. For an overview of the major changes please see the blog article Should you upgrade to Excel 2007?

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 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.

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 your course leader, Danielle on 0405 101 441.

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

Payment Terms

A tax invoice will be emailed on receipt of booking confirmation. Payment is due in full two weeks prior to course date. Payment can be made by electronic transfer, cheque or credit card.

Refund, Cancellation and Transfer Policy

To obtain a full refund on a course, delegates must notify Plum Solutions in writing at least 10 working days prior to the workshop or event start date that they wish to transfer to an alternate date, or cancel. Delegates who transfer or cancel from a workshop or event inside 10 working days from the start date shall forfeit the full program fee. No refunds will be given in this instance. Substitutions can be made, with prior notification in writing to Plum Solutions, at any time up to the workshop or event start date, with no penalty. Cancellation or transfer notifications should be made to training@plumsolutions.com.au

It is the responsibility of the registered person to ensure transfer or cancellation notifications are received by Plum Solutions within the 10 working days notice period.

Non Attendance

If a delegate fails to attend a course, program fees will not be refunded or allocated to another course.

General

Please note that Plum Solutions may change or cancel any class (but will offer you a full refund if a change is material or the class is cancelled). We will not be held liable for any costs incurred by the attendee if a course is cancelled or postponed. If travelling interstate to attend a course, we recommend you book a flexible flight in the unlikely event of course cancellation or date change. Plum Solutions reserves the right to modify course content or substitute presenters at its discretion.

Plum Solutions' course material is protected by copyright. The material must not be copied or utilised in any way other than for personal education purposes of the original delegate.

Continuing Education

A certificate of attendance will be awarded on completion of the course. Courses are not offered as vocational training and will not qualify you for any specific employment. Course credits are not transferable to any accredited educational institution.

If you are a member of a professional association, you may be eligible for Continuing Professional Development (CPD) points.  Please enquire with your association as to whether a particular course satisfies any of your continuing educational requirements.