Machine Learning for Investment Professionals

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.

This course is part of a data science series. It is suggested, but not required, that learners complete the courses in the recommended order below to ensure uniform foundational knowledge.

Recommended order:

• Data and Statistics Foundation for Investment Professionals
• Statistics for Machine Learning for Investment Professionals
• Machine Learning for Investment Professionals
• Natural Language Processing for Investment Professionals

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

• Leave with an understanding of the uses of machine learning in investment decision making
• Develop the ability to translate data analytics between expert and non-expert audiences

• Fintech