Project Description
CEF Course Code: 23C03605-1
CEF Institution Code: 548
Welkin Course Code: CVB
Course Features
- 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
- 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
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
Course Fee
$1560*
*after max. 80% fee reimbursement from CEF. Full course fee is $7800, payable by monthly installments.
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.
You will pay the course fee ($7,800) by instalments unless your course finishes within one calendar month. The number of instalments is the number of calendar months that your course spans. At enrolment, you are required to pay only the first instalment, the amount of which is shown next to the “Enrol” button.
Sign up for your course by clicking the “Enrol” button, then proceed to checkout to finish course registration.
| Course No. 課程編號 | Info. 語言/系統/地點 | Start 開課日 | End 完課日 | Day(s) 上課日 | Time 上課時段 | Duration 課程長度 | Course Fee 全期學費 | Enrol 報名 | |
|---|---|---|---|---|---|---|---|---|---|
| CVBC-6D7K | Cantonese / PC / MongKok | 07-Sep | 09-Nov | SAT | 1000-1300;1400-1700 | 39 hours / 13 sessions | 20190907 | $7,800 | $2,600Enrol |
| CVBB-13C31C | Cantonese / PC / Central | 09-Sep | 23-Oct | MON,WED | 1900-2200 | 39 hours / 13 sessions | 20190909 | $7,800 | $3,900Enrol |
| CVBC-52C20K | Cantonese / PC / MongKok | 20-Sep | 05-Nov | FRI,TUE | 1900-2200 | 39 hours / 13 sessions | 20190920 | $7,800 | $2,600Enrol |
| CVBB-35C30E | English / PC / Central | 09-Oct | 20-Nov | WED,FRI | 1900-2200 | 39 hours / 13 sessions | 20191009 | $7,800 | $3,900Enrol |
| CVBB-6D34E | English / PC / Central | 12-Oct | 23-Nov | SAT | 1000-1300;1400-1700 | 39 hours / 13 sessions | 20191012 | $7,800 | $3,900Enrol |
| CVBC-52C28C | Cantonese / PC / Central | 25-Oct | 06-Dec | FRI,TUE | 1900-2200 | 39 hours / 13 sessions | 20191025 | $7,800 | $2,600Enrol |
| CVBB-41C13K | Cantonese / PC / MongKok | 07-Nov | 19-Dec | THU,MON | 1900-2200 | 39 hours / 13 sessions | 20191107 | $7,800 | $3,900Enrol |
| CVBB-6D33K | Cantonese / PC / MongKok | 09-Nov | 21-Dec | SAT | 1000-1300;1400-1700 | 39 hours / 13 sessions | 20191109 | $7,800 | $3,900Enrol |
| CVBB-14C34E | English / PC / Central | 02-Dec | 16-Jan | MON,THU | 1900-2200 | 39 hours / 13 sessions | 20191202 | $7,800 | $3,900Enrol |
| CVBB-6D24E | English / PC / Central | 07-Dec | 18-Jan | SAT | 1000-1300;1400-1700 | 39 hours / 13 sessions | 20191207 | $7,800 | $3,900Enrol |
| CVBB-35C30C | Cantonese / PC / Central | 11-Dec | 24-Jan | WED,FRI | 1900-2200 | 39 hours / 13 sessions | 20191211 | $7,800 | $3,900Enrol |
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.
- 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
The following additional topics may also be covered if time allows: - Arrays
- Procedures
- Custom dialog boxes
- Workbook and worksheet events
- 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.
- Loan amortization
a. Simple model
b. Iteration: The bisection approach
c. Allowance for changing interest rates or repayment period - Financial planning
a. Retirement planning
b. Portfolio restructuring - Market history analysis
a. Normal and real growth of stocks
b. Growth of investment in different assets - Stock simulation
a. Stock volatility estimation
b. The geometric Brownian motion and the log-normal distribution
c. Stock price simulation - Option pricing
a. Different option strategies
b. The Black-Scholes option pricing model
c. Implied volatility estimation
d. Options portfolio
e. The binomial models
- 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.
- 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, Units 07-11, 25/F., CDW Building, 388 Castle Peak Road, Tsuen Wan, New Territories. Together with a photocopy of their HKID Card before course commencement. Applicants may also place their applications in the drop-in box on 12/F., Cheung Sha Wan Government Offices.
