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Data Science for Investment Professionals Certificate

Unlock the power of data with a Data Science Certificate for Investment Professionals. As AI continues to transform the industry, discover machine learning fundamentals and how to apply the concepts of machine learning to improve your investment strategies. This Data Science Certificate also equips you with the skills to transform complex data into actionable insights, and effectively communicate your findings. 

Advance your subject matter expertise

Understand and apply the concepts of machine learning and become part of the new generation of investment professionals. The Data Science Certificate for Investment Professionals will enable you to skillfully adapt and respond to the new challenges investment firms face through the growth of data science and AI in investment management. 

Why choose the Data Science for Investment Professionals Certificate

Deeper understanding of AI

Gain the knowledge needed to effectively apply data science techniques to the investment process.

Ability to communicate insights

Become your organization’s data science specialist and effectively explain machine learning concepts to a non-expert audience, including your clients and wider team.

Hands-on learning

Draw on real-world scenarios in practical sessions using immersive code labs.

Future-proof knowledge

Learn the key data science skills to become the investment professional of tomorrow.

Insights from experts

Benefit from the knowledge of established practitioners with a Data Science Certificate developed by leaders in investment education.

Enhanced professional profile

Share your achievement on professional networks with a shareable Data Science Certificate upon completion.

Who should enroll

Investment professionals who want to understand the practical knowledge of data science and machine learning fundamentals, and how to apply them in the investment process.

male working with data reflecting in his glasses

Curriculum

    Delve into the basic techniques that underpin data analysis, laying an essential foundation in the techniques used in big data and machine learning. We’ll bring these techniques to life with practical examples to show how they can be effectively used by investment professionals. You’ll also see the importance of appropriate visualizations and report writing to present your data story.

      Uncover the foundational statistical concepts that underpin machine learning, as well as advanced AI techniques used in the investment profession. This course familiarizes you with two important programming languages – Python and R (no prior knowledge of either is necessary). Through carefully selected real-world examples, we’ll demonstrate the impact these programming languages can have on your investment decision-making process.

        Develop a basic yet practical understanding of machine learning techniques and how they can be effectively used in the investment process. Brought to life with real case studies, this course covers both the technical and “soft skills” you need to stay relevant in a rapidly evolving investment landscape.

          Grasp the basics of natural language processing, its key techniques, and terminology. Learn how to interact effectively with data science experts to apply natural language processing to your investment decision-making.

            This course introduces you to potential ethical dilemmas, biases, and practical issues that you might encounter in finance-related data science projects. You’ll learn to review different stages in a data science project to closely examine the specific biases at each stage and discuss mitigation strategies.

              Complete the Data Science Certificate for Investment Professionals with an online, unproctored assessment, made up of 60 multiple choice questions. You’ll have two attempts to complete the assessment.

              Study online at your own pace

              Work towards the Data Science Certificate for Investment Professionals anywhere in the world via our digital learning platform – at a pace that suits your schedule.

              Study time

              The Data Science Certificate will take you approximately 100 hours to complete, which could be as little as a few hours of study a week.

              12-month access

              From the point you sign up, you’ll be able to utilize the learning materials for 12 months.

              Practical lessons and multiple-choice assessments

              Designed to ensure that you fully understand the material and consolidate your knowledge as you progress.

              I discovered the Data Science Certificate with CFA Institute and found it to be a perfect fit for my career goals. I appreciate the certificate's focus on Data Science and its relevance to the finance industry. The association to CFA adds credibility to the certificate.
              Hadi Chami
              The Data Science space is growing very quickly; I see this as a really good opportunity for me in the future to have a good proficiency on insights about what advancements are coming from Data Science. I would also like to gain an understanding of what the investors of the future need to know to do these new roles.
              Gonzalo Giardino
              I am in the midst of completing CFA Institute’s Data Science for Investment Professionals Certificate, and it is a fantastic overview of the tools used at the cutting edge. This was introduced in April 2023 and has seen considerable demand, with segments on Python, machine learning and AI.
              George Wilbanks Wilbanks partners

              Data Science for Investment Professionals Certificate

              • Certificate – 5 course series
              • Intermediate level
              • 100 hours to complete
              • Self-paced online learning
              • 20 PL Credits

              Frequently asked questions

                You’ll have access to the learning materials for 12 months from the date of purchase. You’ll also retain lifetime access to your shareable certificate of completion. Learning materials and assessments can be accessed anywhere, online, providing maximum flexibility and convenience to candidates.

                There are no prerequisites required, so no prior knowledge of coding, Python or R is needed. You'll learn to understand and analyze the results of coding, and how this will improve your business’s investment decision-making, without needing to know how to code.

                You'll learn practical skills that you can use immediately in your job. By learning the ability to translate machine learning concepts and how to apply them to real-world investment problems, you'll be more able to serve and anticipate the investment needs of your clients and colleagues at work.

                With the impact of AI set to rapidly change the investment industry, your employer will need individuals who can understand, utilize, and explain machine learning concepts. By bringing these essential skills to your business, you'll be able to make better informed investment decisions.

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