Overview
Excel VBA for Finance course overview
This course will teach you the fundamentals of Excel VBA and is perfect for finance professionals who are comfortable with Excel and want to expand their knowledge. The course starts with the basics by teaching you how to set-up the VBA environment, when and why to use VBA, and how to build custom formulas. We will then use this foundation to progress to more advanced topics such as how to handle errors and exceptions, how to publish your functions and share it with your colleagues, set-up events & automation, and work with arrays.
VBA is a great tool to automate repetitive tasks on Excel and is also able to streamline long a complex calculations. This course uses a case study of a multinational company to create a custom function, and explore various useful topics and concepts in VBA.
Excel VBA for Finance learning objectives
By the end of this course, you will be able to:
- Know when and why to use VBA
- Create Custom Formulas in VBA to be used in Excel
- Identify coding errors, and manage errors in your data.
- Publish your custom Functions and share it with your colleagues.
- Create Events, and Automate Tasks
- Source large datasets
Who should take this course
This Excel VBA for Finance course is perfect for professionals who have a solid understanding of excel and want to expand its usability. This course is designed to equip anyone who desires to begin a career in investment banking, sales and trading, treasury, or other areas of finance with a fundamental knowledge of Excel. This course is also great for aspiring Business Analysts.
Although VBA functions quite similarly in Mac and Windows, there are some features which will perform differently and we recommend students use Windows to complete the training.
About the business intelligence & data analyst (BIDA)™
This Excel VBA for Finance course is an elective course of CFI’s upcoming Business Intelligence & Data Analyst (BIDA)™ Program. This program will cover all the basic, intermediate and advanced level topics about data analysis, data science, business intelligence, programming, exploratory data analysis, and data visualization. This program will teach you applied business intelligence skills used in the finance and capital markets industry. It is ideal for students who want to learn how to comprehensively analyze data.
Students can sign up for updates and reserve a spot in the Business Intelligence & Data Analyst (BIDA)™ Program on the student dashboard.
What you'll learn
Become a certified Financial Modeling & Valuation Analyst (FMVA)® Certification
Excel VBA for Finance is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 31 courses.
- Skills learned Financial modeling and valuation, sensitivity analysis, strategy
- Career prep Investment banking and equity research, FP&A, corporate development
Path to certification
Prerequisite courses
7 courses from beginner to intermediate level.
01 OptionalCore courses
11 courses from beginner to intermediate level.
02 RequiredElective courses
12 courses at an advanced level.
03 RequiredGet Certified
Submit your FMVA® checklist and order your certificate.
04
Required
Join our community
Get access to the Global Corporate Finance Society.
05
Optional
How the certification works
What our students say
The course is quite comprehensive and gives foundational background to everyone interested in coding.
Rashad Rzayev
It's an amazing course. Follow the instructions carefully and digest the knowledge thoroughly.
Renji Zachariah Kochuparakkal
This course lets you explore VBA - excellent automation capability in an excel, and sets the stage for you take your Excel skills to a new high altogether!
Ashish Gaggar
I highly recommend those who want to get a perfect insight into financial modeling world.
