Excel Visual Basic (VBA) for Finance
CFA Society San Francisco is pleased to partner with the global training firm, Wall Street Prep to bring Excel Visual Basic training to San Francisco. This boot camp is an intensive instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called "VBA." Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises. No prior programming knowledge is needed.
Boot Camp Overview
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.
Pre-Seminar Excel online training
This boot camp assumes proficiency in Excel. Enrollment includes access to the Wall Street Prep Excel Crash Course for those who need an Excel refresher.
Online continuing education courses
Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, DCF Modeling, Comps Modeling, M&A Modeling, LBO Modeling.
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.
What to Bring
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.
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. Attendees will be refunded in full in the event of a cancellation.