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.

I really liked Danielle’s ability to speed up and slow down according to how people were understanding concepts. Very patient and understanding, and adapted a very practical example and showed us how to extend this. The course was absolutely brilliant.
 Technology Industry
Interactive Delivery of new concepts. Theoretical knowledge and real-world application.   Essential Modern Excel for Microsoft 365,  Live, In-House workshop, September 2025
Aviation Industry, Brisbane 
Aviation Industry, Brisbane
Danielle’s Masterclass was just awesome. I learned a lot of things that I can apply right now.   Financial Modelling with Dynamic Arrays Masterclass, Live, Online Training, May 2025
President, Aeronautics Industry 
President, Aeronautics Industry
The course covered a wide range of topics related to Excel data processing and modelling. The afternoon case study was useful to practise items we went through during the day. Danielle is a great presenter and her class is very accommodating to students questions and the content is interesting.
 Associate, Asset Management
The course was interesting and engaging. Lots of useable skills and shortcuts were learnt.   Excellent course that I am very happy to have been included in. Financial Modelling in Excel, Live, In-House workshop, March 2025
Jack Cincotta, Finance/FP&A – FMCG, Lion Co  
Jack Cincotta, Finance/FP&A – FMCG, Lion Co

As a new user of dynamic arrays, this course was a bit of a stretch, but the pacing and format made it very accessible. The exercises and case study provide loads of practice, and Danielle is a wonderful presenter. I look forward to exercising my new skills!

 

Financial Modelling with Dynamic Array...

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Alison Rowe, Civic & Social Organization  
Alison Rowe, Civic & Social Organization
I thought I knew a lot about excel before this session, and you opened my mind. The session was great. Financial Modelling in Excel, Live, Online Training November 2024
Emily Barnett, CFO, Refundo 
Emily Barnett, CFO,  Refundo

Danielle you are a highly engaging and informative educator.

Thank you for this course.  I enjoyed learning some new tools, brushing up some, and meeting with others who have the same interests and skills.  I plan to recommend this to others.    Grateful for the answers

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Peggi Sensenig, Accounting Professional 
Peggi Sensenig, Accounting Professional