VBA for Finance



Photo VBA course


You'll be able to :

  • discover Excel possibilities as a development platform
  • use advanced VBA techniques to build solutions with native and external libraries
  • gain knowledge on how to design performant and maintainable spreadsheets

    • Requirements :

  • Have an intermediate level of Excel proficiency
  • Have an beginner level of VBA proficiency
  • Have a laptop
  • MS Excel 2016 installed

    • Course features

    Lecturer     Carlos Castillo
    Training Sessions     Tuesday and Thursday, 7pm-9pm
        Saturday, 8.30am-12.30am
    Location     Ecole-club Migros Genève
    # hours     40
    Max Participants     16
    Language     English or French
    Full Price Registration     2500 CHF

    Description

    This course is intended for users with an experience in VBA and longing to strengthen their spreadsheet development skills so as to build performant, maintainable and user friendly Excel applications. More than a just a plain technical course on VBA, the course aims to provide a methodology of development (good practices) and put the spreadsheet user in a broader business environment.

    After presenting the possibilities around the Excel development platform, the course will focus on what VBA is particularly well suited for: automation, prototyping, user interaction extensions, interoperability with other applications.

    Object Oriented Programming will be covered through the core Excel Object Model, the extensions of native objects with custom objects creation (class modules) and event driven features. Interoperability with other applications will be presented through the use of external libraries to access database, parse external files and export structured data.

    A real-world example will be presented through 2 full-immersions days with a backbone project consisting in developing a minimalist Portfolio Management System with standard features such as Booking, P&L monitoring, Reporting, etc.

    How it works
    How to works
    Registration
    You can pay immediately if you think you have the right skills for the course. You will receive a confirmation message. If you are not sure, you can ask for an assessment. We will meet you and discuss how you fit the requirements.
    How to works
    Connect with amazing peers
    During the course, you will interact with professionals coming from different sectors of the professional world and academia. Working together and making small projects is the best way to learn.
    How to works
    Certificate
    Your progress will be monitored throughout the course and you will present one of your projects to experts in the sector. In case of positive results, you will receive a certificate of completion that shows that you have mastered the subjects of the course and that you are able to master the subjects of the course.

    Photo Excel 1 course - 2018


    Ask for information


    Content
    Introduction:
    Excel as a development platform
    Best use-cases for VBA
    Module 1:
    VBA Review
    VBA programming environment (Visual Basic Editor)
    Procedures and Functions
    Loops & conditional statements
    Variable & data types
    Error handling & debugging
    Module 2:
    Object Oriented Programming
    Overview of the Excel Object Model
    Creating interactive User interface (UserForm)
    Creating Object (Class Modules)
    Event raising and handling
    Full-Immersion 1
    Create a minimal Portfolio Management System (PMS):
    •     Booking features (Equity, Equity Options, etc.)
    •     P&L monitoring
    Module 3:
    Enhancing interoperability
    Access to databases (ADODB)
    Parsing XML documents (Microsoft XML v6)
    Dictionary and File I/O (Scripting runtime)
    Office Interoperability (Microsoft Office Object library)
    Module 4:
    Optimizing code and spreadsheets
    Optimizing performance
    Customizing Ribbon
    UI design Techniques
    Full-Immersion 2
    Enhancing the PMS:
    •     importing deals definition in FPML format
    •     exporting deal definition to external applications (database, flat files)
    •     creating reports
    •     create an Addin to package functionalities
    View more
    FAQs

    How do I know if this is the right course for me?

    This course is made for professionals with previous VBA experience and ideally work or are willing to work in the financial industry. If you want to broaden your knowledge of Excel as development platform, leverage the use of advanced techniques in VBA and be aware of good spreadsheet development practice, then this course is for you and you can register now.

    We, typically, do not accept people only for a few modules, as we think that a full grasp of the course is necessary to be able to understand the techniques to apply in the real world. Moreover, by only taking up a selective number of modules, we will not be able to give you the certificate at the end.

    You will need a laptop with Windows, together with MS Excel 2016. The compatibility of the course with MacOS and Linux is not guaranteed.

    Photo Excel 1 course - 2018