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AI, Technology & Innovation

Excel VBA for Finance (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

This practical course is designed to introduce finance professionals and data analysts, already proficient in Excel, to the world of Excel VBA. We start with the basics: setting up the VBA environment, understanding the relevance of VBA in your work, and creating custom formulas. As you gain confidence, we’ll move to more complex topics, including error handling, sharing and publishing your functions, automating tasks, and working with arrays. Excel VBA is a powerful tool for automating repetitive tasks and simplifying complex calculations. To give you real-world experience, we incorporate a case study involving a multinational company. Here, you’ll apply what you’ve learned by building a custom function, offering you practical insights into various essential VBA topics and techniques. This course is your step towards mastering Excel VBA, making your data analysis tasks more efficient and effective.

 
Access expires 180 days from purchase date

Applicable for

This course is ideal for professionals with a solid understanding of Excel who are looking to expand their skills for roles in investment banking, sales and trading, treasury, or other finance sectors. It is also well-suited for those aspiring to become Business Analysts.

Learning Objectives

By the end of this course, you will be able to:

  • know when and why to use VBA
  • create Custom Formulas in VBA to be used in Excel
  • identify coding errors, and manage errors in your data
  • publish your custom Functions and share them with your colleagues
  • create Events, and Automate Tasks
  • source large datasets

Content

This course introduces learners to Excel VBA, starting with setting up the VBA environment and understanding its relevance in financial tasks. Participants will learn to create custom formulas, handle errors, automate tasks, and work with arrays. Through a practical case study involving a multinational company, learners will apply these skills by building a custom function, enhancing their efficiency in financial analysis and modeling.

Course Content Created: March 2020

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$221
Members
$271
Non-Members
Eligible Hours
7.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

Excel VBA for Finance (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$221
Members
$271
Non-Members
Eligible Hours
7.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits

Overview

This practical course is designed to introduce finance professionals and data analysts, already proficient in Excel, to the world of Excel VBA. We start with the basics: setting up the VBA environment, understanding the relevance of VBA in your work, and creating custom formulas. As you gain confidence, we’ll move to more complex topics, including error handling, sharing and publishing your functions, automating tasks, and working with arrays. Excel VBA is a powerful tool for automating repetitive tasks and simplifying complex calculations. To give you real-world experience, we incorporate a case study involving a multinational company. Here, you’ll apply what you’ve learned by building a custom function, offering you practical insights into various essential VBA topics and techniques. This course is your step towards mastering Excel VBA, making your data analysis tasks more efficient and effective.

 
Access expires 180 days from purchase date

Applicable for

This course is ideal for professionals with a solid understanding of Excel who are looking to expand their skills for roles in investment banking, sales and trading, treasury, or other finance sectors. It is also well-suited for those aspiring to become Business Analysts.

Learning Objectives

By the end of this course, you will be able to:

  • know when and why to use VBA
  • create Custom Formulas in VBA to be used in Excel
  • identify coding errors, and manage errors in your data
  • publish your custom Functions and share them with your colleagues
  • create Events, and Automate Tasks
  • source large datasets

Content

This course introduces learners to Excel VBA, starting with setting up the VBA environment and understanding its relevance in financial tasks. Participants will learn to create custom formulas, handle errors, automate tasks, and work with arrays. Through a practical case study involving a multinational company, learners will apply these skills by building a custom function, enhancing their efficiency in financial analysis and modeling.

Course Content Created: March 2020

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.