Excel VBA for Finance

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 them 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, 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 them 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, some features 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 Business Intelligence & Data Analyst (BIDA)™ Program. This program covers all the basic, intermediate, and advanced topics about data analysis, data science, business intelligence, programming, exploratory data analysis, and data visualization. This program teaches applied business intelligence skills used in the finance and capital markets industry. It is ideal for students who want to learn how to analyze data comprehensively.