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.

It is diverse in terms of participants which automatically draws in various perspectives and knowledge. Responsive to audience and highly interactive – fully engages participant throughout the course. Dashboard Reporting in Modern Excel, June 2021
 Financial Industry
It’s a new Experience for me since its I’m not very familiar with Excel, I like to learn new stuff that will hopefully help me in my work. “Excel Modelling Skills” Live Virtual Training, May 2021.
Investment Banking Graduate, Middle East 
Investment Banking Graduate, Middle East

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...

Read More
 Financial Industry
In this course Danielle covers many valuable formulas including dynamic array formulas.  What I found most valuable ,however, were the many best practices for making the data model really useful. Financial Modelling in Excel, Live, Online Training November 2024
Isser Rosenberg , CFO, Pesach Tikvah-Hope Development, Inc. 
Isser Rosenberg , CFO, Pesach Tikvah-Hope Development, Inc.

I just would like to say a BIG thank you for offering the amazing FMI Level 1 preparatory course. I don’t think I would be able to complete the FMI exam with so much confidence had I not done this course with Danielle.

I have absolutely enjoyed learning how to build an easy yet powerful m

...

Read More
Finance Analyst Education
Finance Analyst
Highly knowledgeable! It was great that Danielle gave guidance on what the dos and don’ts are. Too often we look at data / graphs that don’t tell the story!
 IT Industry, MYOB
Extremely useful, especially as we were able to practice with live examples. I have already started using some of the shortcuts and best practices on new models being developed. Financial Modelling in Excel, Live, Online Training November 2024
Alex Korakis, CFO, Australian Meat Group Pty Ltd 
Alex Korakis, CFO, Australian Meat Group Pty Ltd
This training was really good overall. Amazing, fruitful and helpful. Dashboard Reporting in Modern Excel, September 2023
Oil Company, Oman 
Oil Company, Oman