CFI Financial Modeling using VBA Course

Who should take this Excel VBA course?

This Excel VBA course is designed for professionals working in a wide range of finance and accounting positions.  It’s ideal for anyone who wants to use VBA to enhance their Excel skills.

Recommended Prerequisites

You are expected to have either completed the stated prerequisite course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Building a Financial Model in Excel
  2. Business Valuation Modeling

Excel VBA Course Overview

This four-part Excel VBA course provides participants with the skills needed to incorporate Visual Basic for Applications (VBA) into financial models. This VBA module series will be particularly valuable to those who regularly build financial models in Excel and are looking for a thorough introduction to VBA.

Introduction to Excel VBA course for financial modeling

In this first module, we explore the benefits of using VBA in financial models, outline how to navigate around the Visual Basic Editor Window and record a wide range of macros. By the end of this module, you will have a solid understanding of VBA Excel principles and how to record macros using absolute and relative referencing.

  • Explain the benefits of VBA in financial models
  • Navigate around the VBE window
  • Record macros using absolute and relative referencing

Design, build and run Excel VBA subprocedures

In this second section of this Excel VBA course, we cover how to create sub procedures using objects, properties, and methods. By the end of this module, you will be able to design, build and run VBA subprocedures.

  • Write VBA code for a subprocedure
  • Differentiate between VBA objects, properties, and methods
  • Understand why and how to declare variables
  • Call sub procedures when needed

Create customized Excel functions

In this third section of the course, we cover how to create and use functions in VBA code. By the end of this module, you will be able to take advantage of a wide range of VBA functions, incorporate Excel functions into your VBA code and create customized Excel functions.

  • Utilize unique VBA functions
  • Incorporate Excel functions into VBA code
  • Create customized functions using VBA code

Branching, looping and procedure code

In this fourth module, we cover how to write branching and looping code. By the end of this module, you will be able to write branching and looping code, create event-handling procedures and use “On Error” statements.

  • Create event handling procedures
  • Use “On Error” statements
  • Create branching code using “If…Then” statements
  • Create looping code using “For…Next” and “Do…Loop” statements

This section of the Excel VBA course incorporates sophisticated search and navigation tools that allow you to go at your own pace while pop quizzes get you to test what you have just learned. This module includes several Excel-based case studies and solutions as well as a PDF – VBA reference guide – that can be used while taking the course and downloaded to your computer for future reference.