20 December 2021

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.

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

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

Related Events

21/12/2021 09:30:00

Excel VBA for finance professionals - part 2


  • Cost:
    GBP 634.00
    Member price: £571. 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.

Book Now

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.

CIMA on demand 

Our catalogue of online CPD training courses designed to fit around your schedule.

Get any 5 courses for just £99 +VAT - limited time only.  

Find out more