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By completing the certificate, you will learn:

  • Machine learning techniques to analyze big data.
  • To select and develop visualization techniques using Python.
  • How to apply these techniques and explain insights to a non-expert audience.
  • To use natural language processing to make investment decisions.
  • How to evaluate and mitigate machine learning bias.

Are you ready to start learning?

You can get a feel for the Data Science Certificate learning experience with complimentary access to a lesson pulled directly from the certificate coursework.

Access Sample Lesson

Meet the needs of a changing investment industry

With the advent of data science, the investment industry is changing rapidly. Investment firms are facing new challenges such as fee compression, integrating new technology, and providing more personalized advice and products to clients to suit their needs.

These changes will have implications for your career. So, who is likely to make up the next generation of investment professionals? What will the industry structure be like? And what trends will impact professionals and the future of the investment management profession?

In a 2019 CFA Institute Future of Finance survey, nearly 8 in 10 industry leaders said they expected how people will work in the investment industry to change significantly over the next decade.1

They believed that “the growth of machine learning, AI methods, and use of alternative data for portfolio construction” would be the most significant factors in driving this change in the role of investment professionals over the next decade.

How does this certificate benefit investment professionals?

How are you preparing for the impact of AI on the investment industry over the next 5 to 10 years? Are you ready for the machine learning revolution?

The Data Science for Investment Professionals Certificate is designed to help Investment Professionals address these questions, by providing practical knowledge of data techniques and machine learning fundamentals.

By completing this certificate, you will learn how to apply this practical knowledge of data science in the investment process, helping to improve your investment decision making.

You will be able to apply machine learning concepts to real-world investment problems, and clearly explain them to a non-expert audience, including your clients and your wider team. This will help enhance your role in meeting future challenges within the investment industry.

The Data Science Certificate achieves this through providing “hands on” learning with practical sessions using immersive code labs that draw on real-world scenarios.

How is the certificate structured?

The Data Science Certificate comprises five courses, each of which includes manageable multiple-choice assessments that are designed specifically to help you consolidate your learning. This is reinforced with practical application exercises and one final manageable assessment.

Courses and Final Assessment

The courses and final assessment are recommended to be completed in the order that they appear. Course descriptions are provided below or you can view the full syllabus (PDF).

Understand foundational data science techniques used in machine learning and ways to present data using visualizations in report writing.

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Examine modeling frameworks and get familiar with Python and R languages to improve investment decision making.

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Gain an understanding of machine learning along with the technical and soft skills needed to use it in the investment process.

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Learn to leverage NLP in sentiment analysis for use in investment valuation models and the decision-making process.

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Learn how to take apart a machine learning model, identify potential biases and take measures to mitigate them.

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Available May 2023. The final assessment will be an online, unproctored assessment consisting of 60 multiple choice questions. You will have 2 attempts to complete the assessment.

Learn more about the role of a Data Scientist

See how finance intersects with cutting-edge technologies and data-driven insights

Testimonials From Learners

This course has helped me to understand core concepts of machine learning techniques and to improve my knowledge of statistics. Now, I'm going to implement my knowledge at work to reach a new level in data analytics!

Maksim Yen, data science learner

Thank you CFA Institute for simplifying such complex topics.

CFA Institute data science learner
testimonials full

Frequently asked questions

The certificate is designed specifically for investment professionals to provide them with the data science skills they need to optimize their investment decisions today and in the future.

On completion of the certificate, you will learn practical skills that you can use immediately. You will gain the ability to translate machine learning concepts and apply them to real-world investment problems at work. By mastering the language of data science, you will be better able to serve and anticipate the needs of your clients and teams.

There are tangible benefits to completing this certificate such as practical skills that you can use immediately in your role. And with the impact of AI in the industry set to only increase further, being able to understand, use and explain machine learning will provide you with essential skills to help your business in a rapidly changing investment environment.

You will have 12 months to complete the certificate from when you purchase it. We estimate that it will take no more than 100 hours of your time to complete.

The multiple choice final assessment in this certificate is very manageable. Each course also comprises a series of manageable assessments that are carefully designed to help you consolidate your acquired knowledge.

There are no prerequisites for this certificate. So, no prior knowledge of coding, Python or R is required.

No. The certificate is designed to help you understand and analyse the results of coding, so you can apply these learnings to real-world investment solutions in the workplace.

1 Trends Influencing the Future of the Investment Profession | Investment Professional of the Future (cfainstitute.org)
Based on our survey from 2019