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.
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.
$200 off Wall Street Prep Pricing
$100 off Wall Street Prep Pricing
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.