Other Industry Event, Other Industry Events, Virtual Events & Programming

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

November 13, 2023 - November 14, 2023

Share Event

Loading Events

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

Overview

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

Agenda

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


Day 1 | THE VBA ENVIRONMENT; START WRITING YOUR OWN CODE!

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.


Day 2 | REAL-WORLD APPLICATIONS OF VBA FOR FINANCE 

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.


Online | PRE-SEMINAR EXCEL TRAINING

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