Foundations of ML and AI for Financial Professionals

Foundations of ML and AI for Financial Professionals
NEW COURSE! Financial firms are using artificial intelligence (AI) and machine learning (ML) to augment traditional investment decision making. In this course, we aim to bring clarity to how AI and machine learning are revolutionizing financial services. We will provide an intuitive understanding to machine learning with just enough mathematics and basic statistics. Python knowledge required.
 

Register Now!
This course is in partnership between PRMIA  and QuantUniverity.com .* To get special pricing use  code: PRMIADISCOUNT100

Agenda

Course Experts

CRL Credits


Presented By:
Sri Krishnamurthy, CFA, CAP
Founder, QuantUniversity.com


Session Length:
90-minute lectures & labs
8 lessons/one per week


Date:
March 17 - May 5, 2020


Time:
Self-paced

 

About This Course
 

* Important Information

This course is being delivered by a PRMIA Learning Partner, QuantUniversity. All registrations, payments, and course operations will be managed exclusively by QuantUniversity. When registering for the course, you will be leave PRMIA.org and use QuantUniversity's registration system, proprietary learning management system, and QuSandbox for labs. 

EXCLUSIVE PRMIA NETWORK DISCOUNT:
PRMIA has partnered with QuantUniversity to offer a $100 discount (Regular fee $599) for registrations to this course. To avail this discount, please use code: PRMIADISCOUNT100 when registering for the course here: https://mlinfinance.splashthat.com/

Cancellation Policy:

QuantUniversity cancellation policy:  Cancellations received up to one week from the course start date (March 17, 2020) will receive a full refund less a $100 processing fee.  After this date, refunds or credits will not be issued; the registrant forfeits full payment. This cancellation policy supersedes PRMIA's posted cancellation policy.

COURSE DESCRIPTION

Lecture & hands-on lab work!
The use of data science and machine learning in the investment industry is increasing. Financial firms are using artificial intelligence (AI) and machine learning to augment traditional investment decision making. In this course, we aim to bring clarity on how AI and machine learning are revolutionizing financial services. We will introduce key concepts, and through examples and case studies we will illustrate the role of machine learning, data science techniques, and AI in the investment industry. Rather than just showing how to write code or run experiments in Python, we will provide an intuitive understanding to machine learning with just enough mathematics and basic statistics.
Learning Objectives

Upon completion of this course, you will be able to:

  • Describe the role of Machine Learning and AI in financial services
  • Describe when ML and AI techniques are used
  • List the key machine learning methodologies
  • Choose an algorithm for a specific goal
  • Participate in case studies with fully functional code

Prerequisite

This course will include labs and case studies using the QuSandbox. Participants are expected to have fundamental knowledge of Python. A complimentary, basic introduction to Python is posted on https://mlinfinance.splashthat.com/.
 
Additional fee based training options, schedule for February 15, in Python will be posted on the course registration site.

How It Works

This course is delivered by QuantUniversity. Shortly before the course start date, registrants are provided with login credentials and a link to the course lecture and labs. Each Tuesday a lesson is launched. Although this is a self-paced course, we highly recommend you attend weekly classes and participate in labs during the week scheduled to get the most out of the course and support from the faculty. 

 
Agenda
 Lesson / Week Topic
Lesson 1
March 17, 2020

Machine Learning and AI: An Intuitive Introduction
  • Machine Learning and Statistics
  • A Tour of ML and AI Methods
  • Key Drivers Influencing the Adoption of ML and AI
  • Key Applications
  • Key Players
Lesson 2 
March 24, 2020

Exploratory Data Analysis
  • Exploring and Visualizing Large Dataets
Lesson 3 
March 31, 2020

Core Methods and Applications
  • Dimention Reduction and Visualizing Datasets Using PCA, T-SNE
Lesson 4 
April 7, 2020
Case Study + Lab 
  • Segmentation Analysis for Equities
  • Using K-means for Automatic Clustering of Stocks
Lesson 5 
April 14, 2020
Core Methods and Applications 
  • How Does Supervised ML Work?
  • Evaluating ML Algorithms
Lesson 6 
April 21, 2020
Case Study + Lab 
  • Machine Learning for Credit
  • Predicting Interest Rates and Credit Risk Using Alternative Datasets
Lesson 7
April 28, 2020
Working with Text 
  • Making Sense of Text and Natural Language Processing
  • Sentiment Analysis
Lesson 8
May 5, 2020
Frontier Topics 
  • Key Issues in Adopting AI and AL into Investment Workflows
  • How ML an AI Will Change the Investment Industry
  • Frontier Topics


Who Should Attend

 

  • Fundamental and quantitative analysts, risk and investment professionals, portfolio managers new to data science and machine learning
  • Financial professionals new to data-driven methodologies
  • Machine learning enthusiasts interested in use cases in Fintech and financial organizations


About Our Expert

  
 

Sri Krishnamurthy, CFA, CAP is the founder of QuantUniversity.com, a data and Quantitative Analysis Company, and the creator of the Analytics Certificate program and Fintech Certificate program. Sri has more than 15 years of experience in analytics, quantitative analysis, statistical modeling and designing large-scale applications. Prior to starting QuantUniversity, Sri worked at Citigroup, Endeca, MathWorks, and with more than 25 customers in the financial services and energy industries. He has trained more than 1,000 students in quantitative methods, analytics, and big data in the industry and at Babson College, Northeastern University, and Hult International Business School. Sri earned an MS in Computer Systems Engineering, an MS in Computer Science, both from Northeastern University, and an MBA with a focus on Investments from Babson College.

    QuantUniversity  is a quantitative analytics and machine learning advisory based in Boston, Massachusetts. QuantUniversity runs various data science and machine learning workshops in Boston, New York, Chicago, San Francisco and online.  


Continued Risk Learning Credits: 14

PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].

Registration
 Membership Type Price
   
 Sustaining, Corporate, and RIM Members $ 499
 Contributing Member $ 499
 PRMIA Network Member $ 499

Register Now!
This course is in partnership between PRMIA  and QuantUniverity.com .* To get special pricing use  code: PRMIADISCOUNT100

EXCLUSIVE PRMIA NETWORK DISCOUNT:  PRMIA has partnered with QuantUniversity to offer a $100 discount (Regular fee $599) for registrations to this course. To avail this discount, please use code: PRMIADISCOUNT100 when registering for the course here: https://mlinfinance.splashthat.com/

When
3/17/2020 - 5/5/2020
Where
Virtual Training
Registration not available.

Sign In to Register for Event


Questions?

Contact Us


Looking to further your career?

Become a Member

Sign Up for Mailing List


Thank you to our sponsors, including:


Questions?

Contact Us


Looking to further your career?

Become a Member

Sign Up for Mailing List