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. Several courses are run regularly in Sydney, Melbourne and Brisbane, using the latest technology and top class venues in the CBD.

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 (Online)

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

Financial Modelling in Excel

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

Advanced Financial Modelling in Excel

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.

Ratings Agency, South East Asia

Instructors are knowledgeable and enthusiastic. The documentation is well-prepared and very helpful.  I appreciate the knowledge and experience that Ms Danielle for shared during the course. Thank you and wishing you good health and happiness always.

Financial Mo...

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A very well delivered and engaging course. A good refresher on the basics of financial modelling. Would recommend! Financial Modelling in Excel, Live, Online Training November 2024
Rui Lopes FA, Financial Planning & Analysis (FP&A), Linnworks 
Rui Lopes FA, Financial Planning & Analysis (FP&A), Linnworks
The instructor made the course very interactive and clear which made me understand the material more easily. “Excel Modelling Skills” Live Virtual Training, May 2021.
Investment Banking Graduate, Middle East 
Investment Banking Graduate, Middle East
I especially liked the pace of the course, and enjoyed the time given for practicing each skill we learned.   Dashboard Reporting in Modern Excel, Advanced Financial Modelling in Excel, Live, Online trainingNovember – December 2023
Finance Team, Melbourne 
Finance Team, Melbourne

eat and engaging course with Danielle. Tonnes of super useful tips and tricks – got value from the first session and then kept collecting golden nuggets! So nice to have like-minded people that are equally as excited and dorky about Excel as I am, but also passionate about making the most rob

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Natalie Horesh, CFO, Globacap Technology Limited 
Natalie Horesh, CFO, Globacap Technology Limited
I loved that it was interactive for basically the entire class. The fact we were physically using the formulas each time as they were explained really helps stay engaged. Essential Modern Excel for Microsoft 365,  Live, In-House workshop, September 2025
Aviation Industry, Brisbane 
Aviation Industry, Brisbane
In my opinion, the topics covered during the three days was perfect and every single topic was absolutely on point. I highly recommend this training to be done for all financial officers and I’d like to be involved in the future. Budgeting & Forecasting, Solomon Islands, Aug 2025
Jasper Olisukulu, Financial Reporting Officer, Solomon Telekom Company 
Jasper Olisukulu, Financial Reporting Officer, Solomon Telekom Company

Great course. Easy to navigate and follow.  Danielle is a great instructor  with many years of experience.  My biggest takeaway from the course is her best practice approach. This is a great course that is highly recommended. Thank you.

Financial Modelling in Excel, Online, August

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Bettina Welgemoed, IT for the health industry 
Bettina Welgemoed, IT for the health industry