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Description

VBA for Finance: Automating Excel Processes and Building Reliable Calculation Tools

Build robust Excel tools in VBA for repetitive financial processing tasks

  • 2 days — 14 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

The financial calculation file has grown through successive additions. Formulas stretch across columns that nobody reviews any more. Every monthly update requires manual handling and an error can easily go unnoticed. The macro recorder has produced unreadable code that breaks as soon as the workbook structure changes.

These two days take you from improvisation to a tool you fully control. You write structured VBA procedures and functions. You work with workbooks and ranges without depending on the active selection. You build reusable financial calculation functions. And you finally handle errors and document your code so that a colleague can take it over.

Learning objectives

  • Structure a VBA project into reusable procedures and functions
  • Work with workbooks, worksheets and ranges without relying on the active selection
  • Write custom financial calculation functions callable from Excel
  • Process large data volumes using loops and in-memory arrays
  • Handle run-time errors and document the code delivered

What makes this programme different

Rework and rewrite a recorded macro into structured code
Development of a reusable library of financial functions
Processing of a large file with measurement of the time saved

Programme

1The VBA Environment

Moving beyond the macro recorder

  • Editor, modules and procedures
  • Variables, data types and scope
  • Critical reading of a recorded macro
  • Step-by-step execution and breakpoints

2Driving Excel Through Code

Acting without selecting

  • Workbook, worksheet and range objects
  • Relative references and dynamic ranges
  • Reading and writing data
  • Formatting and automated output

3Financial Calculations and Functions

Reusable building blocks

  • Custom functions callable from the worksheet
  • Loops and processing of cash flow series
  • In-memory arrays and performance
  • Organising a function library

4Reliability and Maintenance

A tool others will be able to take over

  • Run-time error handling
  • Consistency checks on input data
  • Simple forms and user interfaces
  • Documentation and code version management

Who is it for

Financial analysts · management controllers · middle office staff and advanced Excel users developing their own tools.

Prerequisites

Advanced Excel practice and initial exposure to programming or to the macro recorder.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.