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 enjoyed the fact that it was really hands on and condensed into one week. This encouraged participation of attendants and energy. I would definitely recommend it to my colleagues. Advanced Financial Modelling in Excel, Live, Online training, February 2025
Natalia Costanzo, Senior Analyst, CA Group 
Natalia Costanzo, Senior Analyst, CA Group
Enjoyed the incorporation of AI given the relevance to today. Essential Excel for Microsoft 365, Live, In-House workshop, September 2026
Aviation Industry, Brisbane 
Aviation Industry, Brisbane
Good facilitation of workshop. I’m keen to apply the learnings to my role.
 Financial Technology, MYOB
“I liked the caring, patient and extensive knowledge of the trainer” Budgeting and Forecasting in Excel, In-house, July 2022
 Robert Cipriano, Next Payments

I like that the course went through essential Excel functions and shortcuts, which provided an excellent refresh to both new and experienced excel users. There was new formula such as the XLOOKUP, Sparkline and Developer tools and many more that were taught which was a perfect addition to my existin...

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 Financial Industry
The course content was short, to the point and easy to grasp. Data Visualization and Dashboards in Excel, September 2021
 Abu Dhabi, Finance & Investments
I believe the insights from Danielle paired with the practical exercises worked really well.   Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, Online trainingNovember – December 2023
Finance Team, Melbourne 
Finance Team, Melbourne
I liked that the session was interactive. Essential Excel Series, London UK, June 2023
Excel for Finance Professionals Investment Banking 
Excel for Finance Professionals Investment Banking