Summer Sale Until September 22

This newly revised course has shifted online into six, live, instructor-led evening sessions. We recognize that online learning a vastly different experience from an in-person seminar and our instructors have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for group discussions. Our goal is to make your experience more convenient as we navigate the new reality of virtual learning.


  • Tues, Jul 28 @ 6:00pm - 8:30pm
  • Wed, Jul 29 @ 6:00pm - 8:30pm
  • Thurs, Jul 30 @ 6:00pm - 8:30pm
  • Tues, Aug 4 @ 6:00pm - 8:30pm
  • Wed, Aug 5 @ 6:00pm - 8:30pm
  • Thurs, Aug 6 @ 6:00pm - 8:30pm
  • Microsoft Excel Visual Basic for Applications (VBA) is the programming language that underlies Excel spreadsheets. Excel VBA is a powerful tool that extends the capabilities of Excel, manipulates spreadsheets and automates tools and dashboards.

    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 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.


    • Introduce the VBA environment and record macros
    • Understand variables and expressions, conditional code and looping code
    • Debug code to correct errors and examine how code works in real time
    • Organize code in sub procedures and functions
    • Introduce spreadsheet objects and Excel’s event triggers
    • Automate charts and file operations


    This seminar 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.