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.

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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. 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.

View Online Courses

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

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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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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.

Get a copy today

I liked the combo of theory with practical activities. And the follow up on questions. But also the returning one-on-one support clinics. Because now you are going to put into practice what you have learnt, and for sure you bump into issues. So nice to be able to have a one on one to talk this thro

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 CFO
The online training course is very precise and tackles even the smallest detail, it is very much helpful especially to me and to those without much financial background.  Well done to the Plum Solutions team and to Danielle! Financial Modelling in Excel, Online, September 2023
Accounting Firm, Australia 
Accounting Firm, Australia

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
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
Really interesting course that taught me a lot about the latest Excel updates. Danielle was an engaging and passionate presenter. Would recommend to beginners interested in financial modelling. Financial Modelling in Excel, Live, Online Training November 2024
Morgan Oliver, Head of Finance, STEM Learning 
Morgan Oliver, Head of Finance, STEM Learning
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
Very good. Engaging and friendly.   Excel Modelling for Microsoft 365, Live, In-House workshop, November 2025
Craig Butcher, The Weir Group PLC  
Craig Butcher, The Weir Group PLC
Good facilitation of workshop. I’m keen to apply the learnings to my role.
 Financial Technology, MYOB