The Finance and Investment Industry has been experiencing a dramatic change over the years driven by the increasing processing power and connectivity, as well as the introduction of powerful Machine Learning tools. There has been a shift from a math/formula-based industry to a data-driven business. To keep up with the industry's constant evolution, it is important to leave Excel behind and manage your Financial Data with Python and Pandas.
What is Pandas?
Pandas is the Excel for Python. It offers much more advanced functionalities than Excel and can perform tasks more efficiently. Pandas is a high-level coding library where all the hardcore coding stuff with dozens of coding lines is running automatically in the background. Pandas operations are typically done in one line of code, but it important to learn and master Pandas in a way that:
- You understand what is going on
- You are aware of the pitfalls (Don'ts)
- You know best practices (Do's)
Managing finance data with Python and Pandas is one of the most in-demand skills in finance. The Manage Finance Data with Python & Pandas: Unique Masterclass course prepares you to master the new challenges in the industry and to stay ahead of your peers, fellows, and competitors. With 200 coding exercises and a final project, this course is one of the most practical courses on Udemy, where you are free to select your individual level of difficulty.
The Core of the Course
In Part 1 of the course, which is suitable for individuals with no prior experience with Pandas, the course teaches you all the essential knowledge required to become a pro from scratch. In Part 2, the course covers the following core topics:
- Importing financial data from free web sources, Excel- and CSV-files.
- Calculating risk, return, and correlation of stocks, indexes, and portfolios.
- Calculating simple returns, log returns, and annulized return & risk.
- Creating your own customized financial index (price-weighted vs. equal-weighted vs. value-weighted).
- Understanding the difference between Price Return and Total return.
- Creating, analyzing, and optimizing stock portfolios.
- Calculating Sharpe Ratio, Systematic Risk, Unsystematic Risk, Beta and Alpha for stocks, indexes, and portfolios.
- Understanding Modern Portfolio Theory, Risk Diversification and the Capital Asset Pricing Model (CAPM).
- Understanding Forward-looking Mean-Variance Optimization (MVO) and its pitfalls.
- Getting an exclusive insight into how MVO is used in the Real World (and why it is NOT used in many cases) -> getting beyond Investments 101 level!
- Calculating Rolling Statistics (e.g., Simple Moving Averages) and aggregate, visualize, and report Financial Performance.
- Creating Interactive Charts with Technical Indicators (SMA, Candle Stick, Bollinger Bands, etc.).
The Capstone Project
Part 3 of the course allows you to step into the role of a financial analyst/advisor and give advice on a client's portfolio (final project challenge). This step aims to bring together everything you have learned throughout the course.
The Advanced Topics
Part 4 of the course covers advanced topics on handling Time Series Data with Pandas. The course prepares you for the real world and ensures that you have all the necessary knowledge to excel in your career as a financial data analyst.
The Instructor
The course's instructor has built an extensive level of expertise and experience in both areas: Finance and Coding. He has ten years of experience in the Finance and Investment Industry, where he held various quantitative and strategic positions. He has an MSc in Finance and has passed all three CFA Exams (currently not an active member of the CFA Institute). He also led a company-wide transformation from Excel to Python/Pandas - the lessons, models, and workflows he shares are Real World Project-proven. He is the instructor of the highest-rated and most trending general course on Pandas.
The Guarantee
Guaranteed satisfaction with 30-day money-back guarantee. The course ensures that you are equipped with all the necessary knowledge and skills required to become an expert in managing finance data with Python and Pandas. This guarantees a successful future as a financial data analyst/advisor.
Invest in Yourself Today
It's time to invest in yourself and your future - enroll in the Manage Finance Data with Python & Pandas: Unique Masterclass course to gain advanced knowledge in managing finance data with Python and Pandas.
