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.

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Online

Can’t make it to a workshop? Enrol in an online course & start straight away!

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Face-to-Face

Attend a public workshop in Sydney, Melbourne or Brisbane

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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.

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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.

View Online Courses

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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

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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

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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

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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

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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

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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.

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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.

Get a copy today

I liked that the session was interactive. Essential Excel Series, London UK, June 2023

Excel for Finance Professionals Investment Banking

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 extremely well run. Danielle met the participants in advance. The Online Classroom was open 15 minutes before the start. The classes started on time. Time was left at the end to answer additional queries. Danielle had great technical support in Susan in terms of muting/unmuting, check

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Revenue Accountant, Construction Firm

The workshop was a small group and it was easy to ask questions. It was flexible so that some of the subjects changed/expanded to suit for some students (i.e. how to make waterfall chart). The presenter was very welcoming and approachable. Made it easy to ask questions. It was a great course.

Health Industry

The whole experience was amazing and fruitful. Financial Modelling in Excel, In-house, January 2023

Banking, Middle East

I really liked the course overall. I took some Excel courses in the past, but the advanced ones were too basic for me. From lesson 1, on Excel versions, I could see I was going to learn something this time: someone did all the Excel studying for me and already highlighted the useful stuff!

Shipping Industry, Italy

I have used dynamic arrays in the past on a case to case basis – very often with trial and error, without knowing the basics of this functionality. Danielle’s workshop helped me to better understand dynamic arrays functionality. I very much like the many examples she showed and having th...