Description

Plum Solutions provides practical, Excel-based Financial Analysis training courses in financial modelling, budgeting and analysis 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, expert financial modeller Danielle Stein Fairhurst 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.

Methods of Training Delivery:

Courses can be undertaken in the following ways:

1. Public Workshops
2. In-house and customised courses
3. Online courses - you can even customise your own online course!

Available Courses:

Financial Modelling 

1.   Introduction to Financial Modelling (1 day, Basic) - for those new to Financial Modelling, this course will introduce the fundamentals and concepts of building a financial model using Excel. This is a practical course in which you will develop the skills to build your own financial model which can be taken away for future reference. More information. 

     This course is usually taken online (or as an in-house workshop) and is for those new to the concepts and/or with basic Excel skills.  It's a great foundation builder for the other courses.

2.   Financial Modelling in Excel (1 day, Intermediate) - a hands-on course designed for business professionals who need to explore the practical usage of advanced Excel functions in a financial model. By creating your own user-friendly financial model, you will learn to translate business concepts into a structured format to identify weaknesses and predict future performance. More information

Available as a workshop and online.  This is for competent Excel users who need to explore the practical usage of Financial Modelling best practices in a model.

3.   *NEW*Advanced Financial Modelling in Excel (1 day, 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 decisions in the most time-efficient and effective way. More information

Available as a workshop for competent Excel users who are comfortable with fundamental best practice concepts, who want to learn advanced technical methods of Financial Modelling.

*NEW* Essential Excel for Finance

This intensive full day course focusses on the technical Excel skills required in everyday Excel modelling.  This very practical course covers everything you need to perform your job and nothing you don’t! More information

Financial Reporting for Executive Assistants

Designed for the busy support professional, this course will improve your financial knowledge as well as your technical Excel skills.  More Information

Budgeting and Forecasting in Excel

Learn to create your own budgets, rolling forecasts, reports and scenarios.  Explore budgeting techniques and processes.  More information

Data Analysis and Reporting

Discover how to "tame" your data and make it work for you!  Learn to synthesise and summarise information into a logical framework.  More information