
Begin with the basics of Excel and VBA, exploring worksheets, workbooks, cells, and the formula bar, and learn to automate calculations using the VBA editor (Alt+F11) for finance applications.
Learn how to create and call subs and functions in VBA, pass parameters, and return values to the worksheet or formula bar.
Learn how variables store data in VBA, including function inputs value1 and value2. Understand swapping values with a pivot: declare pivot, assign, and verify with debug.print.
Master conditions and loops in VBA by using if-then-else, for and do while loops, and apply a factorial example in Excel for finance and banking.
Explore the Black-Scholes formula for option pricing and implement a VBA-based pricer in Excel. Understand how S, K, risk-free rate, time to expiration, volatility, and the Greeks drive option values.
Learn to implement a Black-Scholes pricing function in VBA by creating a module, defining a double-typed function with strike, rate, time, underlying price, volatility, and a call/put flag.
Compute D1 and D2 in VBA, implement the pricing function and greeks for options, using Excel functions for log and normal distributions, and handle put/call logic.
Compute the delta and other option Greeks in Excel with a function that accounts for call or put types and links to a user input area.
Develop a bond pricing tool in VBA that prices zero coupon and coupon bonds using discounted cash flows, and analyze duration and convexity for yield and risk management.
define a VBA user form to collect bond price inputs and display price, sensitivity, convexity, and coupon list with parameters and results sections.
Store all pricing parameters in a single VBA class module and expose them as a bond object with public properties, populated from the user form to streamline pricing functions.
Create a CLX bond object with five parameters and initialize a global bond variable. Drive real-time updates from the user form with VBA events for pricing, convexity, and coupons.
Implement bond pricing in VBA by generating a coupons list with period, par value, and present value, then sum discounted cash flows to compute price.
Display bond price in an Excel user form and compute price, sensitivity, and convexity as parameters change, while populating a coupons listbox with period, coupon, and present value.
Learn to fetch historical financial data from Yahoo Finance, convert CSV to a clean Excel table, set date formats, and automate data preparation with VBA for one-click runs.
Automate importing internet data into Excel with VBA by creating a load button, using query tables, and refreshing and purging data on the data sheet.
Automate graph creation in Excel using VBA for financial data by loading data, naming the chart, and updating its series and x values to display correctly.
Connect an Excel application to a SQL Server database to persist data about financial deals and share it across spreadsheets, using SQL Server Management Studio to define the schema.
Set up a SQL Server database for the Excel VBA Finance app, name VBA finance DB, and build a deals table with an auto-increment primary key and defined fields.
Connect an Excel VBA application to a database using ActiveX Data Objects, configure a connection string, and create a module with an open connection for querying the server.
design a VBA-based application to load and save financial deal data, build a table aligned with a SQL database, and add buttons to manage lines via an ODBC connection.
Create and connect a VBA function to load data from the Cuil database into an Excel grid, format dates, and manage add, delete, and edit operations with a double-click interface.
This course will provide you with essentials about Visual Basic Applications (VBA) Excel for Finance. VBA is the programming language of Excel and is a fast programming language. When correctly mastered, it can automate almost every task that is required in Banking and Investment Banking.
By taking this class, you will see that getting a job in investment banking is not just a matter of luck, but of technique and forward thinking.
This course is best suited for university students who are studying business, finance, accounting, economics or any other finance related programmes.
This course is also for anyone who is interested in knowing more about the Banking and Finance world, and to know about necessary skills to acquire to get into these sectors.
No prior technical knowledge is required. The course covers:
Fundumentals of VBA :
Real life applications that are used in Banks today
Why should you take this course?
You are a finance student. You are really struggling in finding a good and challenging position in Banking. You would like to start your career with a great asset on your resume and you are motivated to reach that goal.
You are a banker facing issues with repetitive tasks to run on a daily basis and you want to learn how you could automate all of those tasks in a single process.
You are already a banking employee, but you are working in a department that does not fit your ambitions, and you would like to join a more challenging department such as front-office, and work in the exciting environment of the trading room. In order to do that you need to prove that you can bring value to the team.
With this course, you get everything you need to be able to quickly design performant VBA applications.