Excel Visual Basic (VBA) for Finance
Tell a Friend About This EventTell a Friend
Excel Visual Basic (VBA) for Finance

4/29/2019 to 4/30/2019
When: Monday, April 29 - Tuesday, April 30
8:00 am - 5:00 pm
Where: Golden Gate University
536 Mission Street
Room 4225
San Francisco, California  94105
United States

Online registration is closed.
« Go to Upcoming Event List  


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. Visual Basic (VBA) is a programming language designed to automate repetitive tasks in Microsoft Excel. Wall Street Prep’s Excel VBA for Finance course is designed for anyone who performs financial modeling in Excel (auditors, researchers, investment bankers, quants, and corporate finance) and wants to stand out amongst their peers in this age of automatization.
In the course, we will use many hands-on examples. At the end of the course, participants will know how to turn large obscure data files into clean, elegant reports, while learning methods that will dramatically increase their productivity.

No prior coding experience is required.


Through our partnership with Wall Street Prep, we are offering a discount of up to $200 off registration for this course. Please view the pricing below to see your discount and register for the course.

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.

View Syllabus


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.

View Syllabus


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.


What’s Included?

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.



Member:  $999  $799

$200 off Wall Street Prep Pricing


Non-Member:  $999  $899

$100 off Wall Street Prep Pricing


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. Attendees will be refunded in full in the event of a cancellation.

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.