C1: Excel VBA Training Course (1-3 days)

In-Person and Virtual Classroom(in-house only) - Live, instructor-led, interactive training

All of our courses are available for In-house Training. We can also run training virtually. We provide live, instructor-led, interactive courses and our world-class instructors guide you through every step. Our Course Facilitators have over 20 years' experience in delivering training for clients all over the world. A number of Public Courses are scheduled for Perth. Face-to-Face interstate and international training is back in full swing but can still be delivered using online platforms.

This VBA training course is an introduction to VBA macro programming for automating accounting and finance functions.

Although this VBA training course is designed to be run as a 3-day course, if you’re running this as an in-house course, we can remove content if you prefer a more high-level overview.

Expert Facilitators | Customise and run this course In-House | Course Enquiry

 

Since there are no VBA training courses currently scheduled, just register your interest below and we will notify you when future sessions are scheduled in your area.

Register your interest and we’ll let you know about future VBA training courses
Run a VBA training course in-house at your company

What you get from this course

  • The skills and abilities required to write your own VBA macros.
  • The ability to identify opportunities to utilise macros effectively.
  • A sound introduction to VBA best-practice programming concepts.

Top | Back

Agenda Highlights

This VBA training course assumes participants have little or no prior programming experience, although it will be highly beneficial if participants have at least recorded a macro previously and have examined the VBA code a little.

Days 1 and 2: Introduction to Excel VBA

Introduction to VBA

  • An introduction to all the building blocks required to write macros in Excel’s VBA.

Introduction to Programming

  • An introduction to programming concepts and writing code.
  • Best practices to make your VBA easier to read, quicker to run, and more robust.

Controlling Code

  • How to make code do what you want it to do.
  • How to write code that can be easily modified.
  • How to make your macros run as fast as possible.

Interacting with Excel

  • How to automate common Excel functions such as copy, move, format, print, delete etc.
  • Getting responses from users.
  • How to read/write data from/to Excel worksheets.
  • How to write your own functions and extend the range of functions available in Excel.
  • How to link your macros to buttons and other controls.

Debugging

  • How to use VBA’s tools to quickly find problems and errors then resolve them.

Files

  • How to create new Excel files within VBA.
  • How to open existing Excel files via VBA.
  • How to save Excel files using VBA.
  • How to work with multiple Excel files and copy or move data between them.

Day 3: Sink Your Teeth in

The last day of the VBA course is dedicated to a series of exercises that are taken from real-life problems. Participants will be coached in designing and developing solutions to these on their own.

This provides participants with the experience to enable them to take their learning back to the office and begin to apply this to real-life problems.

Practical Application to Finance and Accounting

This VBA training course in Excel includes extensive explanations and examples of how each of these areas could be applied to real-world situations in Financial Modelling, Management Reporting and typical Accounting/Finance tasks.

Sample Code Library

In addition to the VBA code for completed exercises, the course CD also includes a large library of sample code that participants can copy and paste into their VBA Macros.

Free Copy of The Complete VBA Style Guide

All participants receive a free copy of The Complete VBA Style Guide, an invaluable reference for taking the pain out of writing VBA code.

| Top | Back

Who should attend?

  • Management Accountants
  • Financial Accountants
  • Cost Accountants
  • Business Analysts
  • Finance and Cost Analysts
  • CFO’s
  • Finance Managers
  • Business Bankers
  • Corporate Finance Analysts

Top | Back

Facilitator: Jeff Robson

Masters (Applied Finance), B.Com (Accounting & Information Systems), FAIM, F Fin, GAICD, CISA, Excel Expert| LinkedIn | Jeff is the founding Director and Principal Business Analyst at Access Analytic Solutions. He has over 20 years’ experience in chartered accounting, business management and consulting. Jeff holds a Masters in Applied Finance and is a Certified Information Systems Auditor. He is highly regarded and recognised around the world as an expert in the field of financial modelling and Power BI reporting. His achievements have been recognised by his peers and he is a Fellow of both the Financial Services Institute of Australasia and the Australian Institute of Management. Jeff has extensive experience in best practice management reporting, data analytics, business analysis, and financial modelling and is also an entertaining international presenter and trainer on these subjects. Jeff is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing. He provides training for companies throughout Australia, New Zealand, Asia, South Pacific, the Middle East, and Africa.

Recent Speaking Engagements

The following are a sample of Jeff’s recent speaking engagements:

  • Hong Kong: 4 day Financial Modelling workshop for Banking & Finance professionals
  • Hong Kong: 3 day Advanced Company Valuation workshop for Banking & Finance professionals
  • Kuala Lumpur: 2 day Advanced Budgeting & Forecasting Course
  • Hanoi: 4 days of training in Advanced Budgeting & Forecasting for large Oil & Gas Company
  • Johannesburg: 2 day Advanced Financial Modelling workshop
  • Kuala Lumpur: 4 day workshop on Advanced Financial Modelling for Oil & Gas Companies
  • Perth: 5 day workshop on Excel for Financial Modelling, and Financial Modelling Fundamentals for State Government Dept
  • Perth: 4 day Advanced Financial Modelling workshop for major Oil & Gas Company
  • Kuala Lumpur: 2 day Advanced Financial Modelling workshop
  • Perth: 5 day workshop on Petroleum Resource Rent Tax (PRRT) and Advanced Financial Modelling for Oil & Gas Companies
  • Perth: 2 day VBA Fundamentals course for Mining Services Company
  • Perth: “Business Performance Reporting on a Shoestring” joint presentation with Microsoft at the CPA Congress to over 150 attendees
  • Perth: “Power up your reports with Excel 2007” 3-hour presentation at CPA Congress to over 150 attendees
  • Singapore: 4 day workshop on Advanced Excel and Advanced Financial Modelling for multinational logistics company
  • Tehran, Iran: 3 day Advanced Financial Modelling for Oil & Gas Companies
  • Dubai: 3 day workshop on Advanced Financial Modelling and company valuation
  • Kish, Iran: 5 day workshop on Advanced Budgeting and Forecasting for Oil & Gas companies
  • Johannesburg: 4 day workshop on Advanced Financial Modelling

Facilitator: Wyn Hopkins

Excel MVP, B.Sc. (Hons) Accounting & Financial Management | LinkedIn | Wyn qualified as a Chartered Accountant with PricewaterhouseCoopers in the UK in 2000, before working as an analyst for the FTSE 100 companies HBOS and Barclays. Microsoft awarded him the status of  Most ValuableProfessional for the 5th year running in 2021. This recognises his expertise and willingness to share his knowledge via blogs, articles and community events Wyn is an experienced Trainer and Excel / Power BI Developer. Since joining Access Analytic in 2007, he has delivered hundreds of amazing solutions for clients including many for Chevron and other leading organisations in Perth.

Facilitator: Yury Tokarev

PhD, Chartered Accountant, Bachelor of Business (Finance and Economics), Microsoft Certified Excel Expert (MCEE) | LinkedIn | Yury is a Director and an International Training Specialist at Access Analytic Solutions. He has over 25 years of experience in corporate finance, chartered accounting, and consulting. Prior to his current role he worked in Business Services and Advisory at WHK Chartered Accountants and Corporate Finance at one of the top European Investment Banks. Yury has wealth of experience having delivered hundreds of Financial Modelling, Power BI and Excel solutions to clients ranging from start-ups to multi-billion corporations, including Chevron, Woodside, Northern Star Resources, Quadrant Energy, TransAlta and many more. Yury is also an international trainer on these subjects, and provides training for companies throughout Australia, Asia, the Middle East, South Pacific and South America.

Feedback from Previous Participants

Feedback Initials & Position
“Good range of difficulty, there was alot of valuable content and a good variety of content, surprised we got through so much in the two days.” G.M., oint Venture Accountant, Chevron
“Best course I’ve done here so far!! Good work… !” R.D., Wheatstone Project Accountant, Chevron
“Trainer was extremely friendly and reliable.” N.N., Analyst, TSG Consulting
“Notes are easy to follow. Large variety of topics.” W.G., Analyst, TSG Consulting
“Good interactivity/diverging from initial scope where required.” K.K., Senior Analyst, TSG Consulting
“Jeff is extremely knowledgeable and willing to help. “ A.W., Neon Energy
“Excellent. Exceeded the VBA knowledge I thought I would have gained in 3 days.” B.D., Global Advanced Metals Ltd
“Very worthwhile and well presented.” I.B., C.P.Moore Business Systems

Top | Back

 

Benefits & Inclusions

Practical: Highly experienced facilitators who actively and regularly consult to clients also.
Applicable: apply what you learn to your job to further your career.
Hands-on: the course is designed to provide maximum hands-on experience.
Passionate: Our facilitators love this subject!
Clear: we specialise in translating complex subjects into concepts that are easy to understand.
On-going help: you can always e-mail the facilitator.
Comprehensive course notes: includes worked examples, suggested solutions, reference materials, and a large variety of templates that can be immediately applied to kick-start your projects.
Networking: meet industry peers and hear how they approach this subject.
Certificate of completion.
FREE! A Free copy of The Complete VBA Style Guide
… and much more!

Top | Back

Clients who have 3-4 or more people interested in this course normally prefer to run this course on an in-house basis in their offices.

We can bring all the equipment for up to 8 people so all you need is a room!

Benefits

  • Flexibility: we can combine content from multiple courses to create a custom course just for you, add-on a workshop or some mentoring sessions then run everything at the times that suit you.
  • Timing options: if you’re in Perth, we can split courses into half or single days and schedule these at times to suit you
  • Cost effective: no extra fees for extra participants (maximum of 8 per session)

In-House Details & Pricing

  • Structure: half-day or full-day sessions
  • Location: all courses are available in-house, many are also available in open sessions
  • Provided: projector, laptops, manual, CD
  • In-house Fees: contact us today to discuss your requirements

In-house VBA Training Course Fees

Call us on +61 8 6210 8500 to discuss your requirements.

Notes:
– We are happy to customise our courses to suit your requirements
A 10% discount applies when booking 10+ full days of training in any 30 day period
– Many courses can also be split into half-days (please enquire)
– Fees for locations outside of Perth do not include equipment

Related Courses

A2 High-Powered Excel for Finance (1 day)
Advanced Excel features and functions for Finance and Accounting power users, including practical application.