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Financial Modeling with Microsoft Excel VBA

Title Financial Modeling with Microsoft Excel VBA
Course code MG33.4-02-2019-C
Objective VBA (Visual Basic® for Applications) is the built-in macro programming language in Microsoft Office applications. It can be used to overcome the limitations of Excel and automate spreadsheet procedures.

Upon completion of this course, participants would have learned the fundamentals of Excel VBA and how to apply it to build simple yet commonly used spreadsheet models for financial data analysis.

Content
Part 1 Excel VBA fundamentals and its application in Finance
  • The VBA programming environment
  • Variables and constants
  • Macros
  • Built-in VBA functions and operators
  • User-defined functions
  • Branching and looping
  • Object-based concept: Objects, methods and properties
  • The Range object
  • Debugging
Part 2 Financial Modeling
  • Loan amortization
    • Simple model
    • Iteration: The bisection approach
    • Allowance for changing interest rates or repayment period
  • Financial planning
    • Retirement planning
    • Portfolio restructuring
  • Market history analysis
    • Nominal and real growth of stocks
    • Growth of investment in different assets
Assessment In-class performance and exercises
Target audience High-level users who need expert skills in using Excel to build simple financial models.
Prerequisite Students must have:
  • a basic knowledge of finance, and
  • a good command in using worksheet functions such as SUM, MAX , MIN, VLOOKUP and especially the IF functions, and conversant in writing worksheet formulae for a given problem.
Class size 20
Instructor Microsoft Certified Trainer, specialized in teaching Office applications and VBA, presently a full time trainer for a computer company in Hong Kong
Instruction language Cantonese
Handout language Handouts in English
Duration 28 hours in 8 sessions
Schedule 10:00-13:00, 14:00-18:00, from Feb 23, 2019 to Mar 16, 2019 every Saturday.
Fee MOP3,880
Venue CPTTM Head Office (Rua de Xangai 175, Edf. ACM 7 Andar, Macau)
Certificate Certificate of Completion/Merit issued by CPTTM (with at least 80% attendance and passed the assessment).
PDAC code Approved Course under the SAR Government "Continuing Education Development Program", Code: 1807321321-0
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