本課程是 Data Science for Investment Professionals 專項課程專項課程的一部分

Anastasia Diakaki

提供方

Data Science for Investment Professionals 專項課程特许金融分析师协会

課程信息

9,724 次近期查看

This course is uniquely tailored to the needs of investment professionals or those with investment industry knowledge who want to develop a basic, practical understanding of machine learning techniques and how they are used in the investment process. Incorporating real-life case studies, this course covers both the technical and the “soft skills” necessary for investment professionals to stay relevant. 
In this course, you will learn how to:
-	Distinguish between supervised and unsupervised machine learning and deep learning
-	Describe how machine learning algorithm performance is evaluated
-	Describe supervised and unsupervised machine learning algorithms and determine the problems they are best suited for
-	Describe neural networks, deep learning nets, and reinforcement learning
-	Choose an appropriate machine learning algorithm
-	Describe the value of integrating machine learning and data projects in the investment process
-	Work with data scientists and investment teams to harness information and insights from within large and alternative data sets
-	Apply the CFA Institute Ethical Decision-Making Framework to machine learning dilemmas

This course is part of the Data Science for Investment Professionals Specialization offered by CFA Institute.

可靈活調整截止日期

根據您的日程表重置截止日期。

可分享的證書

完成後獲得證書

100% 在線

立即開始，按照自己的計劃學習。

第 3 門課程（共 3 門）

Data Science for Investment Professionals 專項課程

初級

Background in investment products and firms

完成時間大約為17 小時

英語（English）

字幕：英語（English）

您將學到的內容有

Describe how machine learning applications can address real-world investment problems
Explain machine learning concepts and techniques to a non-expert audience
Utilize the language of data science when working with data scientists and data engineers
Apply the CFA Institute Ethical Decision-Making Framework to machine learning dilemmas

您將獲得的技能

Data Science
Ethics
Machine Learning
Communication
Investment

可靈活調整截止日期

根據您的日程表重置截止日期。

可分享的證書

完成後獲得證書

100% 在線

立即開始，按照自己的計劃學習。

第 3 門課程（共 3 門）

Data Science for Investment Professionals 專項課程

初級

Background in investment products and firms

完成時間大約為17 小時

英語（English）

字幕：英語（English）

授課教師

Anastasia Diakaki

Content Director

Professional Learning

760 個學生

1 門課程

提供方

特许金融分析师协会

CFA Institute is a global association of investment professionals. The mission of CFA Institute is served by generating value for core investment management professionals and engaging with the core investment management industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society.

授課大綱 - 您將從這門課程中學到什麼

週

週 1

完成時間為 1 小時

Welcome To Machine Learning for Investment Professionals

完成時間為 1 小時

2 個視頻（總計 7 分鐘）, 2 個閱讀材料

完成時間為 2 小時

Machine Learning

完成時間為 2 小時

4 個視頻（總計 32 分鐘）, 3 個閱讀材料, 2 個測驗

4 個視頻

Introduction to Machine Learning1分鐘

What is Machine Learning?7分鐘

Machine Learning Techniques10分鐘

Overfitting and How to Address It12分鐘

3 個閱讀材料

Case Study: Enhancing Trading Strategy and Execution with Machine Learning15分鐘

Go Deeper: Access the AI Pioneers in Investment Management Report10分鐘

Preventing Overfitting in Supervised Machine Learning15分鐘

2 個練習

Machine Learning Techniques15分鐘

Machine Learning Graded Assessment15分鐘

週

週 2

完成時間為 3 小時

Supervised Learning

完成時間為 3 小時

6 個視頻（總計 37 分鐘）, 3 個閱讀材料, 5 個測驗

6 個視頻

Introduction to Supervised Learning1分鐘

Penalized Regression5分鐘

Support Vector Machine6分鐘

K-Nearest Neighbor6分鐘

Classification and Regression Tree (CART)9分鐘

Ensemble Learning and Random Forest8分鐘

3 個閱讀材料

Case Study: Sentiment Analysis15分鐘

Go Deeper: Access the AI Pioneers in Investment Management Report10分鐘

Case Study: Classification of Winning and Losing Funds20分鐘

5 個練習

Penalized Regression15分鐘

K-Nearest Neighbor15分鐘

Classification and Regression Tree (CART)30分鐘

Ensemble Learning and Random Forest30分鐘

Supervised Learning Graded Assessment20分鐘

週

週 3

完成時間為 2 小時

Unsupervised Learning

完成時間為 2 小時

4 個視頻（總計 29 分鐘）, 2 個閱讀材料, 2 個測驗

4 個視頻

Introduction to Unsupervised Learning1分鐘

Principal Components Analysis8分鐘

Clustering4分鐘

K-means and Hierarchical Clustering13分鐘

2 個閱讀材料

Case Study: Leveraging AI/Alternative Data Analysis in Sell-Side Research15分鐘

Go Deeper: Access AI Pioneers in Investment Management Report10分鐘

2 個練習

Principal Components Analysis15分鐘

Unsupervised Learning Graded Assessment20分鐘

週

週 4

完成時間為 3 小時

Deep Learning

完成時間為 3 小時

4 個視頻（總計 22 分鐘）, 2 個閱讀材料, 5 個測驗

4 個視頻

Introduction to Deep Learning1分鐘

Neural Networks8分鐘

Deep Neural Networks and Reinforcement Learning7分鐘

Choosing the Appropriate ML Algorithm3分鐘

2 個閱讀材料

Case Study: Refining Equity Trading Volume Prediction with Deep Learning10分鐘

Case Study: Deep Neural Network-Based Equity Factor Model2分鐘

5 個練習

Neural Networks20分鐘

Deep Neural Networks and Reinforcement Learning30分鐘

Deep Neural Network-Based Equity Factor Model20分鐘

Choosing the Appropriate ML Algorithm20分鐘

Deep Learning Graded Assessment30分鐘

關於 Data Science for Investment Professionals 專項課程

This Specialization is uniquely tailored to the needs of investment professionals or those with investment industry knowledge who want to develop a basic, practical understanding of machine learning techniques and how they are used in the investment process. Through the three courses, you will learn techniques for presenting data and importance of the “data story”, produce data visualizations using Python, assess and apply probability concepts to investing scenarios, compare simple time-series models and understand their limitations, discover how machine learning applications can address investment problems, and understand how to apply the CFA Institute Ethical Decision-Making Framework to machine learning dilemmas. All that you learn in this Specialization will give you the knowledge and confidence to explain clearly and “translate” machine learning concepts and their application to real-world investment problems to a non-expert audience and clients. Check out this short video overview.

常見問題

我什么时候能够访问课程视频和作业？
讲座和作业的访问权限取决于您的注册类型。如果您以旁听模式参加课程，则可以免费查看大多数课程资料。要访问评分作业并获得证书，您需要在旁听期间或之后购买证书体验。如果看不到旁听选项：
课程可能不提供旁听选项。您可以尝试免费试用，也可以申请助学金。
课程可能会改为提供'完整课程，没有证书'。通过此选项，您可以查看所有课程材料、提交所要求的作业，以及获得最终成绩。这也意味着您将无法购买证书体验。
我订阅此专项课程后会得到什么？
您注册课程后，将有权访问专项课程中的所有课程，并且会在完成课程后获得证书。您的电子课程证书将添加到您的成就页中，您可以通过该页打印您的课程证书或将其添加到您的领英档案中。如果您只想阅读和查看课程内容，可以免费旁听课程。
有助学金吗？
是的。如果您负担不起学习计划的注册费，则可以在选择学习计划时申请助学金或奖学金。如果您选择的学习计划提供助学金或奖学金，则您将在描述页面上看到一个申请链接。
Does completing this course give me credit in any CFA Institute Programs?
No. Completing this course or any other courses offered by CFA Institute on Coursera does not count as credit in the CFA Program, CIPM Program, or any other professional certificate or credential offered by CFA Institute.

還有其他問題嗎？請訪問學生幫助中心。

Machine Learning for Investment Professionals