05 December 2019

Financial modelling - advanced (and introduction to VBA)


Consolidate your Excel skills and learn some more advanced techniques that apply in a corporate finance and financial markets context.

Who should attend?
Those who already have Excel financial modelling experience and are looking to consolidate their skills as well as learn some more advanced techniques. It is appropriate for those working in corporate finance, financial planning, financial markets, consulting, and also for general users of Excel for financial applications. 

What you will gain
Enhance and consolidate your Excel and VBA skills as they apply to financial modelling, including the ability to:

  • build models appropriate to a number of situations which are transparent, error-free, flexible and robust
  • use a large set of the tools, Excel and VBA functions that are often required when building models in a wide variety of financial modelling contexts.

The course consists primarily of hands-on exercises (laptops with Excel 2013 provided), with a brief recap of underlying financial theory only where appropriate.

Programme outline

  • Introduction: recap of modelling basics; review and improvement of existing model (exercise)
  • Excel financial functionality including IRR, XIRR, PMT, PPMT, RATE and others
  • LOOKUPS: advanced uses for Match, Choose, Index, Offset, VLookup and HLookup
  • Text features including LEN, MID, FIND, TEXT, VALUE and others….
  • Date and time features including: TODAY, DATE, EDATE, EOMONTH, NOW and others
  • Array functions: examples, and pros and cons
  • SUMIF: advanced uses
  • Circularity: finding it, using it, removing it
  • Sensitivity analysis: watch window, goal seek and solver; switches and scenarios: data validation and ActiveX controls; data tables: 1 and 2 dimensional
  • Model review, audit, security and protection
  • Charting
  • Introduction to VBA: VBA and macros: overview; subroutines vs functions; recording a simple macro; macro review, edit and debug; calling a macro from a macro; triggering a macro; user-defined functions; macro to roll-forward a financial forecasting model

Delegates have exclusive use of a PC throughout the course. Numbers are restricted to 12 to ensure you receive the most effective training during your session.

The course has been developed as a natural follow-on from Financial modelling - comprehensive. The VBA section does not require prior experience. 

The course starts at 9.00am on both days. Lunch and refreshments are included, but not accommodation.
12 CPD hours (where applicable). 

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

Booking Information

Date Location Price
5 December 2019 - 09:00 London - 2 day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.

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Financial modelling - advanced (and introduction to VBA)

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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