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.

Thank you very much for the fruitful session, it was a really pleasant experience. Kahoot quiz was totally fun. Data Visualization and Dashboards in Excel, Online and Live, March 2022
Finance Industry 
Finance Industry

I really liked the mix between theory and practice, great content. Danielle is excellent, she is patient and knows how to read the “room” to pace the material according to the audience.

 

Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, Online training
November &... Read More

Finance Team, Melbourne 
Finance Team, Melbourne
It was very well organised and the trainer was patient in answering our questions. She taught us a lot. Essential Excel Series, London UK, June 2023
Excel for Finance Professionals Investment Banking 
Excel for Finance Professionals Investment Banking
I liked the relevant examples and enthusiasm of the presenter. Budgeting and Forecasting in Excel (Online and Live), May 2021
 Agriculture/Viticulture, Group Accountant
Trainer was very engaging and constructive. Great informative sessions.
 Local Council

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
This course gave me context for using PQ and BI especially. Danielle was extremely helpful and patient. Overall great course. Dashboard Reporting in Modern Excel, June 2021
Robin Robson Robson Associates
Robin Robson
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