VBA for Finance Professionals

This course takes place over two days; April 20, 2021 and April 27, 2021. Each day will run from 8:00 AM - 4:30 PM. Please note, this course requires a minimum of 10 registrants in order to take place.

This hands-on course focuses on the skills needed to harness the power of macros to help automate worksheet processes. Participants will learn to design, build, and error check macros that are robust and easy to use.

Participants will be introduced to best practices using VBA (Visual Basic - the programming language for macros) and the construction of powerful, error-free macros.

Learning Topics:

• Use macros in a model
  • Explore macros and Excel's development tools
  • Identify activities and processes that are suitable for macros
  • Learn to use VBA Editor
  • Develop subroutines and the ability to organize and execute actions within Excel with well-designed VBA code
  • Learn best practices for recording macros and critical edits to ensure that macros operate for subsequent users
  • Build an understanding of the key elements of Excel worksheet objects used in macros such as workbooks, worksheets, and ranges
• Write code for macros
  • Design sample macros and reinforce best practices for programming robust and error-free VBA code
  • Build and audit looping techniques to perform repetitive actions and automated decision choices
  • Customize Excel using VBA in order to create highly tailored solutions such as custom functions and to control the user experience with features such as user input forms, special controls, and macro buttons
  • Test, audit, and correct macros using the debugging and error detection tools within the VBA editor
• Macro creation
  • Build and test sample macros that automate common capital markets activities and give the user a chance to explore various capabilities
  • Create functional macros including a data scrubber, dynamic range creator, table formatting, graphing macros, and automated data updates

Prerequisites: Participants should have a strong working knowledge of Excel. Programming background is helpful but not required.

Please note, if you continue to onto the registration process you will be taken to log into your CFA Institute account. If you do not have an account yet, you can create one here.

If you will not be attending but you would like to register on behalf of someone, please continue with the registration process and provide their name and email in the designated area.