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 part 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
Path to Certification
5 courses from beginner to intermediate level.01Optional
9 courses from beginner to intermediate level.02Required
Take 3 out of 9 courses at an advanced level.03Required
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
What Our Students Say
VBA for Finance course has a very professional approach on this topic, giving the clarity on the logic of the coding and helping you understand what is behind the scene when writing the code along with an excellent example
Good course, I would say it explains more than basics, which can be a bit complex for the beginners. Anyway, I would add downloadable text/transcripts/notes based on what instructions is saying, some exercises after each section as well as a full presentation.
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.
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!
Frequently Asked Questions
FMVA® Financial Analyst Certification
Become a Financial Modeling and Valuation Analyst (FMVA)® by completing all required courses in accounting, finance, modeling, Excel, presentations, and strategy. From beginner to advanced courses you will have the complete training you need to become a world-class financial analyst.