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Seminars  -  Stage3a

Note:  After Stage 2, most people would only need to do Stage 3a, 3b or 3c - not all of them. 

After completing Stage 2, those who wish to proceed further can choose to attend Level 1 seminars for -

Stage 3a:  Financial Systems Design and Development
Level 1: Six 1-hour sessions;  
Level 2: Six 1-hour sessions;  
Level 3: Six 1-hour sessions. 


The financial systems design and development course will build upon the stage 2 course and show how to develop a large multi-user menu-based system that incorporates several independent yet inter-connected modules. 

The students will be shown how various systems were designed and developed into one seamless system with more than 200 commands, over 100 system files and nearly 16,000 lines of programming code using both Excel 4/5 macro and VBA. The course will teach the students, for example:

a) how various programming techniques are used to offer the user a system with 200 commands and several independent yet inter-connected modules, while the user has full access to all Excel commands.

b) how to write programming code that automatically updates various system files in the event of as yet unknown changes in external database files.

c) how to write programming code that ensures that the system will automatically detect and adapt itself to work under the current version of Excel from whichever drive of the current computer system (for example, drive ‘C’, network drive, zip drive or a ‘memory key’).

d) how to convert and test the programming code to ensure that the main program file can be used under different versions of Excel, without user’s involvement.


This course is much more advanced than the spreadsheet programming course.  It is designed for those who have completed Stage 2 and either have at least one practical project in mind or have already started the design and development of one simple application program to do a specific job, involving several spreadsheets. 

The objective of this course is to give the students sufficient in-depth working knowledge of financial models and sophisticated programming techniques that were developed by the author over a period of 17 years. 

Thus by the end of stage 3a (18 sessions of 1-hour duration) most students should be well on their way to design and develop sophisticated menu-based spreadsheet systems of their own as required in their jobs by their current or future employers. 



Stage3b


Seminars  -  Stage3a

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