Excel VBA for Finance

$147.00
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Intermediate level

Approx 7.50h to complete

100% online and self-paced

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From $497.00
FMVA Self Study
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From $497.00
Self-Study Business Intelligence & Data Analyst (BIDA)™
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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.


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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.


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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. 


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What You'll Learn

Lesson
Multimedia
Exams
Files

Get the course in a bundle

Excel VBA for Finance is part of the Business Intelligence & Data Analyst (BIDA)™ certification, which includes 17 BIDA courses + all future courses in the program.

Financial Modeling & Valuation Analyst (FMVA)® Certification
Starts at $497
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  • All 30 FMVA® courses
  • Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
  • Career Prep Investment Banking and Equity Research, FP&A, Corporate Development
Starts at $497
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Path To Certification

Prerequisite Courses

7 courses from beginner to intermediate level.

01Optional

Core Courses

11 courses from beginner to intermediate level.

02Required

Elective Courses

Take 3 out of 11 courses at an advanced level.

03Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What Our Students Say

Very good Introductory Course
Discuss directly what is relevant as a financial Analyst not overwhelming in generally discuss VBA codes

Mostafa Elgohary

Excellent foundation to Excel VBA coding!
Excellent foundation to Excel VBA coding! The instructor was very clear in delivering the lessons.I even liked how interactive he was in the 'Handling Errors' section. I also appreciate the summaries.Loved absolutely everything about this course!

Kethlois Meikle,FMVA

Explore Excel and be a pro
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

Fascinating VBA course
Completing this course was way beyond my expectation. I particularly appreciated that the tutor provided high-level explanations and incredibly insightful comments all the time when guiding me through the core material.

Kornél Peszt

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Frequently Asked Questions

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