Certificate and Executive Programs

Certificate in Excel VBA for Finance Professionals

AUG 14 - Aug 25, 2023

Online

DATE

AUG 14 - AUG 25

2023

TIME

6:00 PM - 8:30 PM

WHO CAN ATTEND

All

PD HOURS

15 Hours

ETHICS HOURS

0 Hours

STATUS

Registration open until

Aug 09, 2023

EVENT DESCRIPTION

SCHEDULE

  • August 14, 2023 @ 6 to 8:30 pm
  • August 15, 2023 @ 6 to 8:30 pm
  • August 18, 2023 @ 6 to 8:30 pm
  • August 21, 2023 @ 6 to 8:30 pm
  • August 22, 2023 @ 6 to 8:30 pm
  • August 25, 2023 @ 6 to 8:30 pm

Many financial professionals needlessly spend time manually performing repetitive tasks that can be easily automated. An introduction to Excel VBA can result in time savings, reduced errors from repetitive fatigue, greater Excel self-sufficiency and more efficient spreadsheet models.

The goal of this certificate course is not to learn to be a developer, but to enhance the Excel skills and capabilities of financial professionals using simple programming techniques. Business professionals with VBA skills have a competitive advantage in an increasingly demanding workplace.

By the end of this course, you will be able to:

  • Read and test VBA code
  • Record macros to save coding time and learn new keywords
  • Write procedures to automate Excel work
  • Debug and correct coding errors
  • Create customized Excel functions
  • Automate reporting in Excel

KEY TAKEAWAYS:

The course offers:

  • An introduction to the Excel VBA environment and showcases how to record macros to learn keywords
  • The knowledge to understand variables, expressions, if-then logic, and looping code
  • The ability to debug code to correct errors and examine how code works in real time
  • Examples or how to organize code in sub procedures and functions
  • An introduction to spreadsheet objects and Excel’s event triggers
  • Knowledge on how you can automate charts and file operations

WHO WILL BENEFIT:

This certificate program is designed for financial professionals who manually repeat tasks in Excel, create models that take too long to recalculate or want to develop automated reporting and dashboards.

OPTIONAL EXAM: Participants who complete this course are eligible to write an optional certificate exam. The exam is not mandatory; Certificates of Completion will be awarded only to those who successfully complete the exam. Course email confirmations for Continuing Professional Development (CPD) tracking purposes will be sent to all participants regardless of exam participation.

PRICING

Early-bird pricing until Jul 10, 2023

$1099.00 Member

$1099.00 Student

$1299.00 Public

Status: Registration open until Aug 09, 2023

LOCATION

Online

SPEAKER(S) BIO

Scott Cuthbertson is an experienced Data Analyst, Data Scientist and Workshop Instructor. Scott has used Excel VBA for over 25 years to assist over 100 clients in the retail, transportation, government and financial services sectors. Scott has taught with CPA Ontario for more than 10 years.

SPECIAL INSTRUCTIONS

NOTE: This newly revised, six-module, program has shifted to live, instructor-led, online learning. We have adapted the interactive learning modules to include regularly scheduled breaks and digital breakout rooms for group discussions. The course also includes lectures using current, real-life case studies, videos, and polling questions. Recordings of all sessions will be available to all registrants.

SCHEDULE

  • August 14, 2023 @ 6 to 8:30 pm
  • August 15, 2023 @ 6 to 8:30 pm
  • August 18, 2023 @ 6 to 8:30 pm
  • August 21, 2023 @ 6 to 8:30 pm
  • August 22, 2023 @ 6 to 8:30 pm
  • August 25, 2023 @ 6 to 8:30 pm
  • To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.

    Please allow at least four hours after registration for the seminar to appear on your BlackBoard page.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.