NEW! Microsoft Excel for Financial Service Professionals – VBA Parts 1 and 2 (Continued)


This course is presented in two sessions: Part 1 and Part 2. Registrants should attend both sessions in their entirety.

  • Date: TBD 2023
  • Recommended CPE Credits: 7.8
  • Duration: 3.5 Hours
  • Time: 9:00 a.m.-12:30 p.m. ET

Product Information


This course is for anyone who wants to learn Visual Basic for Applications (VBA). Typically, participants have advanced knowledge of Microsoft Excel to be ready for programming in VBA. VBA is often used when a series of actions is repeatedly performed. By coding your sequence of actions in VBA, you can automate this process, saving lots of time. The course does not require any prior programming experience.

We begin by using Microsoft Excel’s macro recorder and then learn to interpret and edit the underlying code. Participants will then learn how to work within modules to build macros (subprocedures) and user-defined functions. Programming topics that will be covered include: declaring variables, looping, debugging, creating input and message boxes, using logic in your code, working with controls and building userforms. This course is hands-on, and participants are expected to have computers and follow along with the instruction.

Course Objectives

By the end of the course, participants will be able to:

  • Record and edit VBA macros (subprocedures)
  • Create user-defined functions (UDFs)
  • Declare and work with different types of variables
  • Incorporate existing Excel functions inside the VBA code
  • Understand how to debug your code
  • Use looping to efficiently repeat certain actions
  • Incorporate logic in your code
  • Extract and user inputs through input and message boxes
  • Work with controls and build userforms

Suggested Prerequisites:

  • Advanced knowledge of Microsoft Excel

Program Level: Advanced

Target Audience: Financial professionals who want to improve and deepen their MS Excel skills and knowledge.

Advance Preparation: None

Computers and Financial Calculators:Computers with MS Excel are required during the training. Recommend two screens — one to work in MS Excel and one to follow along with the training.

Recommended CPE Credits: 7.8

Duration: 7 hours

Time: 9:00 a.m.-12:30 p.m. ET

Price: $799/learner