21 December 2021

Excel VBA for finance professionals - part 2


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.

Who should attend?
Anyone who creates and develops spreadsheets and needs to master the more complex aspects of VBA programming.

This course will extend the skills taught in Excel VBA for finance professionals - part 1

What you will gain
Functional code to take away for further use, in-depth programming techniques, and practical exercises in VBA compilation. You will also discover how to interface with user forms, declare variables, and create bespoke functions and routines. This one-day course will help you

  • understand how to write more complex conditional blocks of code, including areas where VBA responds to users being asked questions, and to process data
  • find out how to get code to auto-execute and to apply more creativity to your programs
  • improve your VBA routines with smoother techniques and smarter referencing.

Programme outline 
Brief recap of fundamentals

  •  recording macros and interpreting the code
  •  absolute vs relative referencing
  •  working with the visual basic editor and developer tab

Programming in VBA

  •  complex IF blocks
  •  “option explicit” and declaring variables
  •  identifying problems and limitations
  •  programming etiquette
  •  debugging and stepping techniques

Repeating code with increased power

  •  the need for and benefits of loops
  •  implementing the LOOP structure
  •  understanding the FOR... NEXT structure

Event handler tricks and techniques

  •  toggle updates and alerts
  •  prevent screen flicker
  •  decision making on user questions and internal errors
  •  security and lock-down techniques

Further powerful programming techniques

  •  auto execute code on startup
  •  prevent code collapse with “resume next”
  •  program a bespoke pivot chart drilldown

Introduction to user forms – design and implementation

  •  design simple forms for data entry
  •  form properties, controllers and commands
  •  create a bespoke security form for changing passwords

Getting creative with bespoke routines and functions

  •  further in-depth user defined functions (UDFs)
  •  search function with instance argument
  •  create a “splash screen” for a bespoke program
  •  hands-on time with a case study

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.

Information for Online Live dates
Please read the following guidance carefully, which applies only if you are attending this course online:

  • In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises
  • It does prove to be challenging to follow-on with the exercises using only 1 screen as you will need to be regularly switching between open windows. We recommend to either:
  • Extend from a computer to a 2nd screen - please refer to this link for guidance on how to correctly setup a second monitor or
  • Use 2 computers, or
  • Use a tablet for the online classroom and a computer for the Excel
  • Please note that our courses are based on Excel for Windows and it is recommended that you are using at least Excel 2010 or a later version. MAC users are welcome but please note that there may be some tools and functionality that will differ from what is being presented. The presenter will accommodate for MAC versions on the course.

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

CIMA work in partnership with BPP Professional Education to offer CPD training courses

Booking Information

Date Location Price
21 December 2021 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.

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Excel VBA for finance professionals - part 2

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount.

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In-house training 
We can develop tailored training programmes to enhance the finance and business skills of staff across your organisation. To discuss how we can meet your learning and development needs please email us.

Find out more 
If you have any queries please email or phone us on: +44 (0)3300 603400.

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

CIMA work in partnership with BPP Professional Education to offer CPD training courses.  

This course will be delivered by BPP Professional Education Limited (“BPP”).  Accordingly, when you sign up for this course, CIMA will pass on the contact details you have provided to BPP so that they can contact you to complete your booking and process payment.  BPP will process any personal information it collects about you in accordance with its privacy policy, which is available at:

The information provided to BPP will not be used by BPP for marketing purposes.

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