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.

Very easy to follow and great to learn how to use new tools and functions available in Microsoft 365 for financial modelling. Financial Modelling in Excel, Live, Online Training November 2024
Griselda Zendejas, Finance and Accounting  
Griselda Zendejas, Finance and Accounting
I enjoyed learning about the newer functions I may not have been familiar with. I also enjoyed learning different functions/formulas to accomplish the same objective.   Advanced Financial Modelling in Excel, Live, Online training, February 2025
Domenic Durante, CFO, Colorbeam Lighting  
Domenic Durante, CFO, Colorbeam Lighting
Very interactive and well paced. Fantastic session run by Danielle. She was very patient and knowledgeable!  Very knowledgeable and accommodating to different Excel levels within group.   Essential Modern Excel for Microsoft 365,  Live, In-House workshop, September 2025
Aviation Industry, Brisbane 
Aviation Industry, Brisbane
The course was amazing, I learnt a lot of tricks and shortcuts. Danielle was great! Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, online training November – December 2023
Finance Team, Melbourne 
Finance Team, Melbourne

The course is very hands-on. Our instructor is very knowledgeable. She went through the session at a reasonable pace, with very clear instructions. We had enough time to practice and get familiar with new Excel functions.

 

Essential Modern Excel for Microsoft 365,  Live, In-House workshop, Septe...

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Deborah Ngo, Financial Accountant, Virgin Australia 
Deborah Ngo, Financial Accountant, Virgin Australia

Thank you for the very nice course. I really liked the interaction in groups, the detailed explanation and great pace to go through, and the high level of Financial modelling content. I for sure would recommend it to any of my colleagues. Thanks again

Financial Modelling in Excel, Live, Online T

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Jorge Etayo, Finance Business Partner, Gross Kern GmbH 
Jorge Etayo, Finance Business Partner, Gross Kern GmbH
Really well paced, very well positioned for a variety of skill levels The trainer was friendly, extremely knowledgeable and patient. Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, Online training November – December 2023
Finance Team, Melbourne 
Finance Team, Melbourne
I liked the relevant examples and enthusiasm of the presenter. Budgeting and Forecasting in Excel (Online and Live), May 2021
 Agriculture/Viticulture, Group Accountant