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SIDC CPE COURSE

AI Powered Investing Strategies with Python


Description
This course is *HRD Corp claimable*. If you wish to utilise your HRD levy for this course, please do not purchase it online. Contact us at 016-7562800 or email us at info@symphonydigest.com for assistance.

Accreditation:
10 SIDC CPE Points

ICF Competency Type / Title / Level:
Functional – Technical / Technical Analysis / Level 4
Functional – Technical / Digital Technology Application / Level 3

Course Synopsis:
In today's data-driven financial landscape, leveraging artificial intelligence and programming skills is essential for developing innovative investment strategies. This comprehensive course combines Python programming, portfolio management principles, and machine learning to empower participants with cutting-edge tools to navigate the complexities of modern investing.
Participants will explore:
1. Python for Portfolio Management: Master the integration of Python coding with portfolio management fundamentals. Learn to create custom strategies that go beyond traditional investment theories, enabling you to manage portfolios with precision and innovation.
2. Python Fundamentals for Investment Professionals: Gain hands-on experience in Python, tailored for finance and investment applications. This module is ideal for beginners, offering intuitive and practical coding exercises to enhance your ability to solve real-world investment problems.
3. Stock Price Prediction Using Machine Learning: Discover how machine learning techniques, such as Long Short-Term Memory (LSTM), can be applied to predict stock price movements. Develop and fine-tune your own predictive models, equipping yourself with actionable insights to guide trading decisions.

This course is designed for finance professionals and aspiring investors, with or without prior programming experience. By the end, participants will possess the skills to build and implement AI-powered investment strategies, harnessing the full potential of Python and machine learning to achieve a competitive edge in the financial markets.

Learning Objectives
1. Apply foundational concepts of portfolio management to analyse investment strategies.
2. Calculate portfolio returns using risk-return ratios.
3. Construct a portfolio using Python programming tools.
4. Explain the basics of coding relevant to investment applications.
5. Analyse the benefits of Python in solving investment-related problems.
6. Implement portfolio management techniques using Python.
7. Recognise key concepts in machine learning relevant to investment strategies.
8. Develop a stock price prediction model using Long Short-Term Memory (LSTM) for forecasting.


Trainer's Profile: Dr. Theang Kok Foo
Dr Theang is an HRDF accredited trainer who conducts investment seminars for Malaysia’s leading financial institutions on a regular basis. His areas of expertise include portfolio management, fundamental analysis, technical analysis and market forecasting.

He is also a Certified Public Accountant in California, U.S.A, with over 30 years of experience in the financial sector. He began his career as an auditor with Ernst & Young in Washington, D.C. and is currently working as a licensed equity dealer with a major stockbroker in Malaysia.

Dr Theang obtained his PhD in Finance from Monash University Malaysia. He also has a Master of Science in Accounting from the University of Delaware as well as a Bachelor of Science in Accounting
from the University of Louisiana at Lafayette.

Accreditation: 10 SIDC CPE points Categories: Corporate Finance & Investment Price: 375

Content
  • Notes
  • How To Access The Code
  • 1.0: Python for Investment Strategies
  • 1.1 Introduction
  • 1.2 Risk Reward
  • 1.3 Python Indicator Calculations
  • 1.4 Python Sharpe For Portfolio
  • 1.5 Correlation
  • 1.6 Python Correlation
  • 1.7 Portfolio Optimisation
  • 1.8 Example 1
  • 1.9 Example 2
  • 1.10 Example 3
  • 1.11 Example 4
  • 1.12 Example 5
  • 1.13 Example 6
  • 1.14 Example 7
  • 1.15 Example 8
  • 1.16 Conclusion
  • 2.0: Python Fundamentals for Investment
  • 2.1 Introduction
  • 2.2 Google Colaboratory
  • 2.3 Installing Python For Offline
  • 2.4 Anaconda Installation
  • 2.5 Launching Colab
  • 2.6 Jupyter Notebook
  • 2.7 Using Packages And Modules
  • 2.8 Scripts For Variables And Types
  • 2.9 Scripts For Lists
  • 2.10 Regression Analysis
  • 2.11 Prediction Model
  • 2.12 Machine Learning
  • 2.13 Conclusion
  • 3.0: Stock Price Prediction Using Machine Learning
  • 3.1 Introduction
  • 3.2 Basic
  • 3.3 Setup
  • 3.4 Setup – Code
  • 3.5 Pre-Processing
  • 3.6 Pre-Processing – Code
  • 3.7 Build The Model
  • 3.8 Build The Model - Code
  • 3.9 Train The Model
  • 3.10 Train The Model - Code
  • 3.11 Test The Model
  • 3.12 Test The Model - Code
  • 3.13 Prediction
  • 3.14 Prediction – Code
  • 3.15 Example Slides
  • 3.16 Example
  • 3.17 Conclusion
  • Summative Assessment
  • Final Test
  • Course Evaluation
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever