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Global Financial Markets Institute»Microsoft Excel for Financial Service Professionals–VBA

Microsoft Excel for Financial Service Professionals–VBA

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, the 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

Advance Preparation: None

Computers and Financial Calculators: Laptops are required during the training

Recommended CPE Credits: 7

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  • About Us
    ▼
    • Our Story
    • Our Team
    • Our Clients
    • Strategic Alliance
    • Our Associations
  • Services
    ▼
    • Training Needs Analysis
    • Custom Built Training
    • Subject Matter Experts
  • Training Courses
    ▼
    • Alternative Investments
    • Asset Liability Management
    • Capital Markets
    • Commodities
    • Corporate Finance Course
    • Credit and Credit Analysis Course
    • Credit Derivatives
    • Derivatives
    • Digital Assets
    • Economics
    • Equities
    • Financial Statement Analysis Accounting
    • Fixed Income Courses
    • Foreign Exchange
    • Insurance
    • Municipals
    • Mutual Funds and ETFs
    • Operations
    • Portfolio Management
    • Quantitative Methods and Excel
    • Regulation and Compliance
    • Risk Management
    • Securities Lending — Repurchase Agreements
    • Securitization and Structured Finance
    • Structured Products
    • Wealth Management
  • Training Methods
    ▼
    • Classroom Training
    • Virtual Instructor-Led Training (VILT)
    • Online Learning — eLearning
    • Financial Simulation
    • Blended Learning
  • Insights
    ▼
    • eNews
    • Articles
    • Glossary
    • Blog
    • Case Studies
  • Contact us
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