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Wall Street Prep
  Wed, Dec 18 - Thu, Dec 19, 2024 (ET)

Excel Visual Basic (VBA) for Finance

2-Day Virtual Boot Camp
Date doesn't work?   View More Dates  or  Start Learning Now Online

Unlock the Power of Excel VBA and Become
the Office Superhero

Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises.

  • Start Writing VBA From Scratch

    Get 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.

  • Immediately Use VBA on the Job

    We'll show you how you can start using macros in a finance setting by running through real-world exercises such as calculating asset returns and building a payback-period calculator.

  • No Coding Experience Needed

    Designed for complete newbies and/or those looking for a refresher. No prior programming knowledge is needed

Demonstrate your Accomplishment to Employers

You will receive Wall Street Prep's Certification in Excel Visual Basic upon completion of this boot camp. Sharable on LinkedIn and other platforms, this certification is a great way to demonstrate your new VBA skills!

FREE access to our Online VBA Course

Attending this program gets you a lifetime resource: The Ultimate Excel VBA Course. Reinforce what you've learned in this seminar with this comprehensive online course.

Agenda

This event is in Eastern Time (ET).
Each day runs from 9a-5p.

Day 1
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
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.

Online
Online
Pre-Seminar Excel Training

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Wall Street Prep training is used at ...

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Who is this Boot Camp For?

This boot camp is designed for anyone who wants to learn VBA and add Excel automation to their skill set.  Given Wall Street Prep’s client base, attendees tend to come from the following backgrounds:

  • Financial planning and analysis and treasury
  • Corporate finance and business development
  • Credit analysts
  • Quantitative finance and trading
  • Sell-side / buy side analysts

Boot Camp Details

Revisit what you learn

This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.

Overview

This boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed.

What’s Included?

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel VBA templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What You’ll Need

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.

Cancellation Policy

  • Cancellations made up to 3 weeks before the event receive a full refund.
  • Cancellations up to 1 week before the event incur a 20% cancellation fee.
  • No refunds are given for cancellations within 1 week of the event.
  • Wall Street Prep reserves the right to cancel seminars due to low enrollment, with full refunds issued to participants in such cases.
Transfer Policy

Participants wishing to change their enrollment date or switch bootcamps must adhere to the following criteria:

  • Requests must be submitted at least 1 week before the original seminar start date.
  • Only one transfer is allowed per registration, to be used within one year of the initial registration.
  • Transfers are final and non-refundable.
  • The new bootcamp must be of equal or lesser cost; otherwise, participants will be charged the difference.
  • Participants who do not attend their original bootcamp without prior notice are ineligible for transfer.

Trainee Reviews

"The course is extremely efficient and useful. One of the best instructors I have had. She was very pleasant, extremely effective, and dedicated to answering all questions and providing super clear explanations."

Louis L.

"VBA and Macros are useful, and the instructor is excellent at explaining concepts and demonstrating examples as well as clarifying students’ questions. There is hardly anything to improve upon!! Much better [compared to other courses taken]."

Bao Tuan N.

"This was a great introduction to the VBA capabilities and techniques that we can use to manage repetitive tasks and manipulate large data pools"

William C.

"Made me realize how underutilized VBA is and and how much it would help improve automation in my company. Thanks WSP!"

Jessica F

"Very useful in understanding what macros are and learning how to create and use them."

Shehzad

"Provides a good foundation to VBA to those who are unfamiliar with it."

John C.

Why Attend a Boot Camp?

Comprehensive Training

Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.

Learn by Doing

Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.

Networking Opportunity

Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.

Experienced Instructors

Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.

Excel Mastery

Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.

Continuing Ed & Webinars

Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.

Can't Attend? Start Learning VBA Now Online

  • Learn how to save a ton of time in Excel with the easy-to-use VBA programming language
  • Full VBA Certification Program with 9+ Hours of Video Training
  • Start writing VBA code that you can immediately use on the job. No programming experience needed!

Earn 18 CPE Credits with WSP Online Courses

Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions? We're Standing By.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685

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