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Excel Visual Basic (VBA) for Finance – Wall Street Prep

Monday, November 13 - Tuesday, November 14

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Cvent Transition Guide


Presented by Wall Street Prep

This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed.

CFANY.org: $1039

Standard Rate: $1299


Please note: Each daily session goes from 9AM – 5PM EST


On Day 1, we’ll bring trainees (including first-time programmers) up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros, functions and subroutines.


On Day 2, we’ll dive right into exercises that show how finance professionals can save tons of time automating tasks. We’ll show you how to tackle large data sets with ease, how to build your own userforms and controls and how to query a database.


This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Boot Camp Details

This boot camp is designed for anyone who wants to learn VBA and add Excel automation to their skill set.  Given Wall Street Prep’s client base, attendees tend to come from the following backgrounds:

    • Financial planning and analysis and treasury
    • Corporate finance and business development
    • Credit analysts
    • Quantitative finance and trading
    • Sell-side / buy side analysts

The VC Process and Term Sheet

    • The early stage investing landscape
    • A typical VC deal process and timeline
    • VC return economics – why they need to hit home runs
    • VC Valuation – back-solving into a pre-money / post-money valuation
    • Understanding VC term sheets

VC Math and Cap Tables

      • Cap Table Math: Dilution and price per share after new round
      • Calculating Impact of Option Pool
      • Calculating Impact of Multiple Investors
      • Calculating impact of Convertible Debt
      • Constructing a Cap Table
      • Flow of Funds and Distribution Waterfall

This virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms.

What’s Included?

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel VBA templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What you’ll need

PC Laptop with Microsoft Excel installed. If you can only use a Mac, please set up your Mac to have a Windows environment via a virtual machine app such as Parallels or VMWare Fusion.

CPE Credit
Earn 9.5 CPE Credits for this Seminar

CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.