Course Description

Recommended Recommended Prep Courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Building a Financial Model in Excel
  2. Business Valuation Modeling

Excel VBA Course Overview

This four-part Excel VBA course provides participants with the skills needed to incorporate Visual Basic for Applications (VBA) into financial models. This VBA module series will be particularly valuable to those who regularly build financial models in Excel and are looking for a thorough introduction to VBA.

Excel VBA Course screenshot

Introduction to Excel VBA course for financial modeling

In this first module, we explore the benefits of using VBA in financial models, outline how to navigate around the Visual Basic Editor Window and record a wide range of macros. By the end of this module, you will have a solid understanding of VBA Excel principles and how to record macros using absolute and relative referencing.

  • Explain the benefits of VBA in financial models
  • Navigate around the VBE window
  • Record macros using absolute and relative referencing

Learn VBA in Excel with this course

Design, build and run Excel VBA sub procedures

In this second section of this Excel VBA course, we cover how to create sub procedures using objects, properties, and methods. By the end of this module, you will be able to design, build and run VBA sub procedures.

  • Write VBA code for a sub procedure
  • Differentiate between VBA objects, properties and methods
  • Understand why and how to declare variables
  • Call sub procedures when needed

Create customized Excel functions

In this third section of the course, we cover how to create and use functions in VBA code. By the end of this module, you will be able to take advantage of a wide range of VBA functions, incorporate Excel functions into your VBA code and create customized Excel functions.

  • Utilize unique VBA functions
  • Incorporate Excel functions into VBA code
  • Create customized functions using VBA code

Excel VBA tutorial sub procedure

Branching, looping and procedure code

In this fourth module we cover how to write branching and looping code. By the end of this module, you will be able write branching and looping code, create event handling procedures and use “On Error” statements.

  • Create event handling procedures
  • Use “On Error” statements
  • Create branching code using “If…Then” statements
  • Create looping code using “For…Next” and “Do…Loop” statements

This section of the Excel VBA course incorporates sophisticated search and navigation tools that allow you to go at your own pace while pop quizzes get you to test what you have just learned. This module includes several Excel-based case studies and solutions as well as a PDF - VBA reference guide - that can be used while taking the course and downloaded to your computer for future reference.

Example of Excel VBA course lesson

Who should take this Excel VBA course?

This Excel VBA course is designed for professionals working in a wide range of finance and accounting positions.  It's ideal for anyone who wants to use VBA to enhance their Excel skills.

For further CPE information, please read before purchasing:

Instructor, Managing Director and CCO

Scott Powell

Scott has over 15 years experience designing and delivering Wall Street training programs for bulge bracket investment banks. As Managing Director, MDA Training North America, he works with clients to design and deliver customized learning solutions. His areas of focus are:Commercial bankingInvestment bankingCapital marketsAsset managementScott's clients include Allied Irish Bank, ATB Financial, Bank of America Merrill Lynch, Brandes Investment Partners, Credit Suisse, Coast Capital Savings, Deutsche Bank, Glenview Capital, HSBC, ING, Intact Insurance, JP Morgan, Royal Bank of Scotland, TD and many others.Prior to joining MDA Training, Scott worked at Ernst & Young and is both a Canadian and UK Chartered Accountant with an honours degree in politics/economics from Trent University, Canada and a master’s degree in international relations/economics from Cambridge University.Scott sits on the advisory board of the student-run National Investment Banking Competition and Conference which in 2014 attracted over 150 competing teams from universities across North America.

Course curriculum




Teka Derick Tikum

It's an excellent course, thank you CFI team.

muhammad salman

Really useful!
This is my first time programming in VBA. I found the introductions and course material very good and learned a lot from the hands-on examples.

Michelle Jackson

Great VBA course!
I have not seen any other courses on VBA with financial modeling before - super interesting to understand how you use VBA in your Excel model.

Rustom Rupand

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