Financial Modeling with Excel VBA (CEF Approved) 2017-12-21T14:48:25+00:00

Project Description

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cef CEF Course Code: 23C03605-1
CEF Institution Code: 548
Welkin Course Code: CVB

Course Features

Excel VBA is the embedded programming language in Excel. VBA is able to automate complicated and repetitive tasks and enables Excel to produce powerful data models. In this course you will learn the fundamentals of Excel VBA and apply the techniques to building financial models to better analyze data, predict revenues and costs, and assess risks to justify business decisions in an effective and efficient way.

  • Begin with basic skills and moves step-by-step to more advanced functions
  • Learn to build flexible, dynamic and professional models with VBA
  • Design spreadsheet models for financial data analysis using Excel VBA

By the end of the course you should have a good understanding of Excel VBA and be able to apply the skills learnt to building spreadsheets for financial modeling purposes.

  • Qualified and experienced instructors who will share valuable experiences
  • Practical and hands-on approach
  • Evening and weekend classes with Cantonese and English tuition options

Learn from the Experts

Get Your Skills Certified

mos-certificate

Certify your Excel skills with Microsoft Office Specialist Excel Expert certification. The certification is not a requirement for course completion but we highly recommend you to get your skills professionally recognized.

Remark: The course fee does not include the certification exam.

Further Study

After completing this course you may further develop your knowledge and skills in data analysis with the CEF reimbursable course Business Analysis with Microsoft Excel.

Course Fee

$1380*

*after max. 80% fee reimbursement from CEF. Full course fee is $6900, payable by monthly installments.

Do I qualify for CEF subsidy?

Course Duration

39 Hours

Course Prerequisites

Course participants should be at least 18 years old and have a basic knowledge of finance. It would be advantageous for them to have a good command of using simple worksheet functions such as SUM, MAX , MIN, VLOOKUP and especially IF, and be conversant in writing worksheet formulae for a given problem. Prior programming experience is not required.

Title of Award & Assessment Methods

Students are required to complete and pass 2 course assignments. Upon successful completion of the course and having achieved 80% attendance, students will receive a certificate for the course.

Schedule & Online Enrolment
Enquiry/Booking

The full course fee is $6,900 payable by instalments as shown below. When payment by instalments applies, you will only be charged the first instalment at online enrolment.

(A) Course finishes within 3 calendar months, course fee to be paid in 3 instalments

Financial Modeling with Excel VBA (Code: 23C03605-1)
COURSE INFODATES(dd/mm)TIMEDURATIONDAY(S)AMOUNT
CVBC-6D23K
 Mongkok
 Cantonese / PC
23/6~4/8
1000-1300
1400-1700
39 hrs/
13 sessions
SAT2,300.00
CVBC-13C25C
 Central
 Cantonese / PC
25/6~8/8
1900-220039 hrs/
13 sessions
MON, WED2,300.00
CVBC-6D21C
 Central
 Cantonese / PC
21/7~1/9
1000-1300
1400-1700
39 hrs/
13 sessions
SAT2,300.00
CVBC-52C17C
 Central
 Cantonese / PC
17/8~2/10
1900-220039 hrs/
13 sessions
TUE, FRI2,300.00
CVBC-6D25K
 Mongkok
 Cantonese / PC
25/8~6/10
1000-1300
1400-1700
39 hrs/
13 sessions
SAT2,300.00
CVBC-25C28K
 Mongkok
 Cantonese / PC
28/8~12/10
1900-220039 hrs/
13 sessions
TUE, FRI2,300.00
CVBC-42C27E
 Central
 English / PC
27/9~8/11
1900-220039 hrs/
13 sessions
TUE, THU2,300.00
CVBC-53C26C
 Central
 Cantonese / PC
26/10~7/12
1900-220039 hrs/
13 sessions
WED, FRI2,300.00
CVBC-6D27K
 Mongkok
 Cantonese / PC
27/10~8/12
1000-1300
1400-1700
39 hrs/
13 sessions
SAT2,300.00
CVBC-53C16E
 Central
 English / PC
16/11~2/1
1900-220039 hrs/
13 sessions
WED, FRI2,300.00
Financial Modeling with Excel VBA (CEF Approved)
Complete your Enrolment
How to enrol/pay online

(B) Course finishes within 2 calendar months, course fee to be paid in 2 instalments

Financial Modeling with Excel VBA (Code: 23C03605-1)
COURSE INFODATES(dd/mm)TIMEDURATIONDAY(S)AMOUNT
CVBB-6D64E
 Central
 English / PC
2/6~14/7
1000-1300
1400-1700
39 hrs/
13 sessions
SAT3,450.00
CVBB-24C12E
 Central
 English / PC
12/6~24/7
1900-220039 hrs/
13 sessions
TUE, THU3,450.00
CVBB-41C12K
 Mongkok
 Cantonese / PC
12/7~23/8
1900-220039 hrs/
13 sessions
MON, THU3,450.00
CVBB-52C3E
 Central
 English / PC
3/8~14/9
1900-220039 hrs/
13 sessions
TUE, FRI3,450.00
CVBB-6D74E
 Central
 English / PC
4/8~15/9
1000-1300
1400-1700
39 hrs/
13 sessions
SAT3,450.00
CVBB-14C8C
 Central
 Cantonese / PC
8/10~19/11
1900-220039 hrs/
13 sessions
MON, THU3,450.00
CVBB-6D84E
 Central
 English / PC
13/10~24/11
1000-1300
1400-1700
39 hrs/
13 sessions
SAT3,450.00
CVBB-24C37K
 Mongkok
 Cantonese / PC
16/10~27/11
1900-220039 hrs/
13 sessions
TUE, THU3,450.00
CVBB-35C5K
 Mongkok
 Cantonese / PC
5/12~18/1
1900-220039 hrs/
13 sessions
WED, FRI3,450.00
Financial Modeling with Excel VBA (CEF Approved)
Complete your Enrolment
How to enrol/pay online

Financial modeling is an essential skill for finance professionals and students. Excel VBA (Visual Basic for Application, the embedded programming language in Excel) allows you to create powerful spreadsheet models by overcoming the limitations of Excel and automating spreadsheet procedures . In this course, you will learn the fundamentals of Excel VBA and apply VBA skills to developing financial models for various purposes. Upon completion of the course, you should be able to:

  • Understand Excel VBA and its application in finance
  • Design simple spreadsheet models for financial data analysis using Excel VBA

Part I: Excel VBA Fundamentals

Participants will learn the fundamentals of Excel VBA and prepare themselves to create simple financial models in Part II. Small programs will be used to illustrate the underlying programming concepts.

  1. The VBA programming environment
  2. Variables and constants
  3. Macros
  4. Built-in VBA functions and operators
  5. User-defined functions
  6. Branching and looping
  7. Object-based concept: Objects, methods and properties
  8. The Range object
  9. Debugging
    The following additional topics may also be covered if time allows:
  10. Arrays
  11. Procedures
  12. Custom dialog boxes
  13. Workbook and worksheet events
  14. Chart objects

Part II: Financial Modeling

Participants will apply VBA programming concepts and skills to build simple yet real-world financial models. The techniques of writing good models will also be discussed. As the scope of financial modeling is huge, topics have to be selective. The following shows a list of possible topics. Actual coverage depends somewhat on the finance background of the class.

  1. Loan amortization
    a. Simple model
    b. Iteration: The bisection approach
    c. Allowance for changing interest rates or repayment period
  2. Financial planning
    a. Retirement planning
    b. Portfolio restructuring
  3. Market history analysis
    a. Normal and real growth of stocks
    b. Growth of investment in different assets
  4. Stock simulation
    a. Stock volatility estimation
    b. The geometric Brownian motion and the log-normal distribution
    c. Stock price simulation
  5. Option pricing
    a. Different option strategies
    b. The Black-Scholes option pricing model
    c. Implied volatility estimation
    d. Options portfolio
    e. The binomial models
  1. Proceed with on-line registration or send the completed enrolment form (download) to us together with a cheque (made payable to Welkin Compuer Training) for the program fee.
  2. CEF applicants have to complete the CEF Application Form (download) and send it to us for certification. They will then send the form to the Office of the Continuing Education Fund, Room 916, 9/F, Kwai Hing Government Offices, 166-174 Hing Fong Road, Kwai Chung, New Territories, together with a photocopy of their HKID Card before course commencement.
  3. Applicants will receive application results from the Office of the CEF within 14 working days.

 

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