Wall Street Prep

Excel Visual Basic (VBA) for Finance|San Francisco

Learn to use Excel VBA like a pro. No coding experience needed!

What You'll Learn

  • Learn the secrets of VBA
  • No coding experience needed
  • Real-world finance exercises
  • Network with professionals

This boot camp is an intensive instructor-led training program that will teach you how to take Excel by the horns and make it do whatever you want through a simple but effective tool called "VBA." Trainees will learn how to unlock the secrets of automation and efficiency in Excel VBA through real world finance-related exercises. No prior programming knowledge is needed.

Pricing

Enrollment
$999
Group Rates
discount
available
Earlybird price(s) of $999 in effect until April 10, 2019 and will subsequently increase to $1,199.

Agenda

Day 1
8am - 5pm
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
8am - 5pm
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
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.

Online
Post-Seminar Online Access

Enrollment includes lifetime access to the following online course(s): Excel Visual Basic (VBA)

Who is this boot camp for?

  • Investment banking analysts and associates
  • Private equity, asset management and hedge fund associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their Excel skill set

Boot Camp 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.

Schedule

Each day begins at 8am and ends at 5pm with a 1-hour lunch break as well as a mid-morning and mid-afternoon break.

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 to Bring

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

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

Seminar Location

Golden Gate University,
536 Mission St,
San Francisco, CA

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 includes lifetime access to our continuing education online training platform and our popular monthly webinar series.

Syllabus

Excel Visual Basic (VBA)

Introduction to VBA

  • Overview of Visual Basic Editor
  • Recording Macros
  • Recording with Relative References
  • Writing and Editing simple code
  • Assigning your code to buttons
  • Creating Keyboard Shortcuts
  • Using the VBA Object Browser

Financial Application: Calculate asset returns quickly by recording and running a macro.

Procedures and Functions

  • Create a User-Defined Function (UDF)
  • Working with Modules
  • Writing and Editing Functions and Subroutines
  • Declaring Variables
  • Variable Types
  • Utilizing Excel functions inside VBA code
  • Debugging VBA

Financial Application: Create a function to solve for Required Return using CAPM.

Looping

  • Repeat a series of actions by using loops such as For…Each…Next
  • Recursive syntax within code
  • Looping through Collections of Objects

Financial Application: Build a Payback Period Calculator using loops.

Working with Large Datasets

Financial Application: Use looping to perform a series of calculations quickly on a collection of worksheets in an Excel file.  Example: given closing prices for 30 stocks, determine the daily beta for each stock over a period of several years. Later, summarize your findings by determining the portfolio’s daily beta given varying weights on each stock.

Logical Conditions

  • Boolean Expressions
  • IF/ELSEIF syntax
  • CASE/SELECT CASE syntax
  • Discrete vs. continuous boundaries within logic
  • Preventing potential errors and building more robust code

Financial Application: Given fundamental ratios, use logic in VBA to assess and output an associated credit rating.

Input Boxes and Messages Boxes

  • Obtain information from the user within a subprocedure
  • Incorporate multiple input boxes and assign inputs to variables
  • Output information to users through message boxes

Financial Application: Use input and message boxes to calculate the monthly payment on a loan in the amount of the user’s choosing. Later, practice breaking our earlier code for calculating monthly payments.  Build logical conditions to develop workarounds to prevent these errors from occurring.

Userforms and Controls

  • Design a userform interface
  • Work with the toolbox
  • Add controls to the form
  • Use logic to run appropriate subprocedures in different cases

Financial Application: Give users a choice of different datasets to import, parse, and scrub.  Use forms, check boxes, buttons, subprocedures and logic to design and build a working stand-alone user-form.

Querying data and using SQL in VBA

  • Efficiently work with large datasets to quickly isolate the relevant data
  • Use SQL code inside VBA to perform queries and output specific datasets

Financial Application: Given a large dataset consisting of fundamental ratios for a variety of companies across industries, we will use SQL inside VBA to build queries to isolate a subset of the fundamental ratios for a particular industry.  We can also use VBA to compile this data onto one worksheet per industry and calculate the high, low and average values for these fundamental ratios within each industry.

More Investment Banking VBA Applications

These examples and others may be included throughout the program for additional practice:

  • Build an amortization table quickly in a message box or worksheet
  • Develop a UDF designed to forecast EPS accretion/dilution in a merger
  • Create football field charts quickly using VBA (to display valuation ranges)

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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