To optimize the learning experience, it is mandatory for all participants to be equipped with a laptop, pre-installed with the latest version of Anaconda (https://www.anaconda.com/products/individual).
Programme Objective
If you perform financial modelling using Excel/VBA, then Python can undoubtedly do more and open new doors. It is a complete language and can perform multiple scenarios efficiently using few simple codes, except you're not limited by how much data you can see on your screen.
No coding experience is required for this course.
This course is structured as a 2-day course to optimise your learning experience with Python and later application of the code on your own post-course.
Day One - Python for Accounting and Finance
Learn the basics in programming and write codes in Python – Objective is to get started, and this is an introduction course.
Python is a relatively easy to learn, popular and open-source computer language, with applications on Machine Learning and Data Analytics.
Overview of Day One Course Objectives:
- Getting started with introduction coding
- Applying various logics, if, elif and else
- Decision making and usage of CSV files
- Practical accounting exercise using UDF (user-defined function)
- Practise writing clean and clear codes
Day Two – Enhance your coding skills by leveraging online resources
We will enhance your understanding of Python resources and coding skills by incorporating Pandas (libraries) and Xlwings.
Overview of Day Two Course Objectives:
- Use Anaconda, with additional packages installed from the browser and run your code line by line with suggestions
- Create your Jupyter notebook
- Statistical analysis with fewer lines of code from xlwings
- Efficiently bring data together from various tables
- Creating dashboards
By the end of the session, you will be able to perform data analysis faster and in an efficient way.
Programme Outline
Day One
Morning Session
1) Introduction
- Introduction to coding
- My First Python program
- The Second Program – Introducing 'Float' and Integers
- The Third Program – Introducing logic
- Application of Python for Machine Learning
- Two practical demos of solution designed by accountants
2) Python and Machine Learning
- The Fourth Program – Exercise
- Fifth Program – Introducing complex logic 'else' and 'elif'
- Introduction of Wisdom of crowds
- Exercises
Afternoon Session
3) More Hands-on programming
- Sixth Python program - Importing CSV file (using Trial Balance)
- Seventh Programming to generate accounting ratios
- Other trending programming langauges
- More practical applications for Credit Scoring
4) Complex programming and Online user community
- Program 8: User-defined functions
- Program 9: Bond calculations
- Program 10: How to tap onto an online community program
- Word of caution and role of accountant
- Next Steps
Day Two
Morning Session
1) Introduction
- Upgrading from IDLE - Anaconda
- Working with Jupyter Notebooks
- Creating your notebook
- How to connect with the community
- Exercises for basic computations
2) Working with Pandas
- Working with tables, data sets and a large number of data
- Coding using Pandas, which will include:
- Faster Read and Write data (as compared to Excel)
- Example: Open 1 million rows within few seconds!
- Apply Excel & VBA functionality at a faster speed
- Perform statistical analysis in 3 lines of code
- Data analytics (get more value than PIVOT tables)
- Creating interactive visualisation charts with a variety of options
- Merge different databases effortlessly
- Use joins to combine two different Excel sheets using a standard column
- Append two Excels, one below another or append it as an additional sheet based on various conditions
Afternoon Session
3) Working with xlwings
- Xlwings is an open-source library to program Excel with Python instead of VBA
- Use xlwings to automate Excel reports with PythonApply UDF learnt in the Day 1 course and work with Excel files
4) Import Live data of stock process
- How to show live market prices from an online Finance platform
- Create Dashboards
Training Methodology
Hands-on coding with Python version 3 and IDLE.
Session is available in both Face to Face or Live Webinar. To attend the virtual session, please click here to register.
To ensure adherence to safe management requirements, the room has been capped at a fixed capacity. Upon successful enrolment, switching from webinar to classroom delivery is not allowed.
Intended For
Accounting and Finance professionals such as accountants, business transformation specialists and Finance Director who wish to learn more about Python and apply the language at work to enhance analysis capability and efficiency.
Schedule & Fees
Testimonial
Funding
No funding Available!
Programme Facilitator(s)
To optimize the learning experience, it is mandatory for all participants to be equipped with a laptop, pre-installed with the latest version of Anaconda (https://www.anaconda.com/products/individual).
Programme Objective
If you perform financial modelling using Excel/VBA, then Python can undoubtedly do more and open new doors. It is a complete language and can perform multiple scenarios efficiently using few simple codes, except you're not limited by how much data you can see on your screen.
No coding experience is required for this course.
This course is structured as a 2-day course to optimise your learning experience with Python and later application of the code on your own post-course.
Day One - Python for Accounting and Finance
Learn the basics in programming and write codes in Python – Objective is to get started, and this is an introduction course.
Python is a relatively easy to learn, popular and open-source computer language, with applications on Machine Learning and Data Analytics.
Overview of Day One Course Objectives:
- Getting started with introduction coding
- Applying various logics, if, elif and else
- Decision making and usage of CSV files
- Practical accounting exercise using UDF (user-defined function)
- Practise writing clean and clear codes
Day Two – Enhance your coding skills by leveraging online resources
We will enhance your understanding of Python resources and coding skills by incorporating Pandas (libraries) and Xlwings.
Overview of Day Two Course Objectives:
- Use Anaconda, with additional packages installed from the browser and run your code line by line with suggestions
- Create your Jupyter notebook
- Statistical analysis with fewer lines of code from xlwings
- Efficiently bring data together from various tables
- Creating dashboards
By the end of the session, you will be able to perform data analysis faster and in an efficient way.
Programme Outline
Day One
Morning Session
1) Introduction
- Introduction to coding
- My First Python program
- The Second Program – Introducing 'Float' and Integers
- The Third Program – Introducing logic
- Application of Python for Machine Learning
- Two practical demos of solution designed by accountants
2) Python and Machine Learning
- The Fourth Program – Exercise
- Fifth Program – Introducing complex logic 'else' and 'elif'
- Introduction of Wisdom of crowds
- Exercises
Afternoon Session
3) More Hands-on programming
- Sixth Python program - Importing CSV file (using Trial Balance)
- Seventh Programming to generate accounting ratios
- Other trending programming langauges
- More practical applications for Credit Scoring
4) Complex programming and Online user community
- Program 8: User-defined functions
- Program 9: Bond calculations
- Program 10: How to tap onto an online community program
- Word of caution and role of accountant
- Next Steps
Day Two
Morning Session
1) Introduction
- Upgrading from IDLE - Anaconda
- Working with Jupyter Notebooks
- Creating your notebook
- How to connect with the community
- Exercises for basic computations
2) Working with Pandas
- Working with tables, data sets and a large number of data
- Coding using Pandas, which will include:
- Faster Read and Write data (as compared to Excel)
- Example: Open 1 million rows within few seconds!
- Apply Excel & VBA functionality at a faster speed
- Perform statistical analysis in 3 lines of code
- Data analytics (get more value than PIVOT tables)
- Creating interactive visualisation charts with a variety of options
- Merge different databases effortlessly
- Use joins to combine two different Excel sheets using a standard column
- Append two Excels, one below another or append it as an additional sheet based on various conditions
Afternoon Session
3) Working with xlwings
- Xlwings is an open-source library to program Excel with Python instead of VBA
- Use xlwings to automate Excel reports with PythonApply UDF learnt in the Day 1 course and work with Excel files
4) Import Live data of stock process
- How to show live market prices from an online Finance platform
- Create Dashboards
Training Methodology
Hands-on coding with Python version 3 and IDLE.
Session is available in both Face to Face or Live Webinar. To attend the virtual session, please click here to register.
To ensure adherence to safe management requirements, the room has been capped at a fixed capacity. Upon successful enrolment, switching from webinar to classroom delivery is not allowed.
Intended For
Accounting and Finance professionals such as accountants, business transformation specialists and Finance Director who wish to learn more about Python and apply the language at work to enhance analysis capability and efficiency.
Programme Facilitator(s)
