19 October 2017

Excel VBA for finance professionals - part 1


Find out how to increase your spreadsheets' potential by automating tasks and processes.

Who should attend?

  • Those who wish to increase spreadsheet potential by automating their tasks and processes.
  • Finance professionals, Excel developers and spreadsheet authors looking to learn and experiment with VBA programming in order to speed up everyday tasks.

A good working knowledge of Excel is a distinct advantage, whilst experience with automation and knowledge of macros is not necessary.

What you will gain
Develop your competence in an array of VBA essentials.

  • Discover the fundamentals of VBA, including working with procedures and functions, understanding objects, using expressions, variables and intrinsic functions.
  • Master how to control program execution.
  • Ensure minimal downtime while building and rolling out the program by finding out how to use debugging code and handle errors.

This one day course provides functional code to take away for reference, an insight into programming and practical exercises in VBA compilation. It also covers the processing of user input; declaring and using variables; and an introduction to the complexity of repeating code using loops.

Programme outline 
Introducing Visual Basic for applications

  •  Recording and running macros
  •  Absolute vs relative referencing
  •  Working with the Visual Basic Editor and Developer tab

Creating your own code

  •  Understanding and creating modules
  •  Common rules of programming
  •  Where to store macros
  •  Modifying / improving simple modules
  •  Problem solving / finding concise solutions

Getting VBA to make decisions

  •  Using logical comparisons
  •  The IF...ENDIF structure
  •  The SELECT CASE...END SELECT structure
  •  Error handling and trapping

Introduction to repeating code

  •  The need for and benefits of loops
  •  Implementing a DO WHILE LOOP
  •  Examples of the FOR... NEXT structure

Interaction between VBA and the end-user

  •  Activating message boxes and user prompts
  •  Processing end-user input via input boxes

Creating functions

  •  Writing your own User Defined Functions (UDFs)
  •  Working with multiple arguments
  •  Using your bespoke function in Excel

All exercises and project files used on the course will be available to take home. Laptops with Excel 2013 will be provided on the course. The knowledge and skills gained can be used across all modern versions of Excel.

The course starts at 9.30am. Lunch and refreshments are included.
6 CPD hours (where applicable)

For an introduction to the subject
See Data analysis - with Excel - introduction; Data analysis - with Excel - intermediate and Data analysis with Excel - advanced

To develop your knowledge of the subject
See Excel VBA for finance professionals - part 2

Booking Information

Date Location Price
19 October 2017 - 09:30 Birmingham Price: GBP 599.00
Member price: £539. CDS member price: £415. Plus VAT on all prices.
18 December 2017 - 09:30 London Price: GBP 599.00
Member price: £539. CDS member price: £415. Plus VAT on all prices.

Related Events

20/10/2017 09:30:00

Excel VBA for finance professionals - part 2


  • Cost:
    GBP 599.00
    Member price: £539. CDS member price: £415. Plus VAT on all prices.
  • Location:
  • Speaker(s):

Applied automation techniques: functional code to take away for further use, in-depth programming techniques, practical exercises in VBA compilation, plus interfacing with user forms, declaring variables, and creating bespoke functions and routines.

Find out more

Excel VBA for finance professionals - part 1

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount. Save up to 30% with the CIMA Corporate Discount Scheme (CDS). Find out more at:

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Tailored training 
We can tailor any of our Mastercourses to meet your needs as well as providing completely bespoke training solutions. Find out more

Find out more 
If you have any queries please email or phone us on: +44 (0)3332 221608. Visit our booking page for information on how to book and pay.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA Mastercourses are held in partnership with BPP.  

CIMA on demand is our range of online CPD courses specifically designed for busy finance and business professionals who need training that's convenient and will fit around their schedule. Find out more