Designed to provide finance professionals with a straightforward introduction to the basics of Python for analytics and financial modelling purposes, this course will prepare you to pull insights from financial data for decision analysis.

The Python language is an easy programming language to learn for beginners as its code is relatively easy to read, resembling everyday English we speak. Python can be used to power up financial modelling and solve accounting problems more effectively and efficiently.

Through a mix of short presentations and carefully crafted fun exercises, participants begin by learning the basics of Python by completing short hands-on coding exercises related to financial analysis, then they apply these basic skills in building financial models in the analysis of datasets related to companies’ financials. Visualisation of data will also be covered.

Programme Outline

Day 1

• Introduction to Python programming and coding style
• Working with an Integrated Development Environment (Jupyter Notebook for Python) to manage code and share results
• Perform financial calculations with variables and operations with booleans and strings
• Store, access and manipulate financial data in lists, dictionaries and sets
• Wrangle data using functions, control flows and Numpy package
• Introduction to the Pandas dataframes for structuring and manipulating data
• Perform a case study involving financial analysis by calculating and comparing price-earning ratios of S&P companies

 

Day 2

• Introduction to Numpy Financial package to determine financial metrics such as Present Value, Future Value, NPV and IRR
• Use financial metrics to perform financial analysis on projects with different cash flows
• Perform case studies by applying acquired knowledge and skills of Numpy, Series, Pandas and Data Frames and the financial metrics
• Build Sensitive Forecast Models to aid in financial forecasting
• Use iteration, loops and conditionals statements with Python functions to perform gap analysis of different forecasts in case studies
• Perform simple data exploration on time-series financial data

Pre-requisites

Please take note of the following admission requirements:

• Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
• Mandatory for video camera to be turned on throughout the course
• Display your official name (as per NRIC) in Zoom, to facilitate attendance taking

Training Methodology

This hands-on and highly participative course is specially designed for classroom learning. Participants will be given opportunities to write simple codes using Python before moving on to create progressively more complex codes and visualisation from financial data sets.

Closing Date for Registration
1 week before programme or until full enrolment

Intended For

Any finance professionals who wish to gain fundamental knowledge on Python and financial modelling. Other participants who have attended DGT053v : Get Started with Fundamentals of Python for Finance and wish to explore the application of Python in financial modelling will also benefit from the course.

Programme Facilitator(s)