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Accounting & Finance Financial Services and Insurance
CFA Practical Skills Module Workshop Series (Python Programming Fundamentals)
- Course Code
- FINA9367
- Application Code
- 2190-1746NW
- Study mode
- Part-time
- Start Date
- 15 Jun 2024 (Sat)
- Next intake(s)
- June-2024
- Duration
- 9 hours
- Language
- Cant, supp with English (lecture materials in Eng)
- Course Fee
- HK$3,600
- Enquiries
-
2867 84682861 0278
Programme Overview
Highlights
Students will explore the basics of Python and how to use Jupyter Notebooks to develop, present, and share data science projects related to finance. Also, the workshop assists students to quickly build up their coding skills and apply them to dozens of industry-specific examples.
Programme Details
Teachers
(1) Dr Lai Man-Kit, CFA®
Dr Lai is currently a professional trainer at Executive Training and Management Consultancy as well as a visiting scholar at HKUST. Dr. Lai has extensive knowledge in teaching adult continuing education. He was also an Assistant Professor at City University from 1994-2000. Dr Lai has taught CFA examination preparatory programmes and finance postgraduate diploma programmes at HKU SPACE for over six years.
(2) Dr Joseph Chan
Dr Chan is an experienced trainer and consultant in the field of finance. He has been teaching numerous courses at the postgraduate level and providing consultancy to different financial institutions. He obtained his doctoral degree in finance at the University of Mississippi. Before returning to Hong Kong, Dr Chan served as a US research analyst and adjunct professor. Dr Chan has taught the CFA examination preparatory programmes at HKU SPACE for over five years.
On completion of the workshop, students should be able to:
- Apply Python programming fundamentals such as variables, datatypes, loops, functions, and conditional statements;
- Discover how to use Jupyter Notebooks for developing, presenting, and sharing data science projects;
- Use key Python libraries such as Pandas for data wrangling and analysis, Matplotlib and Seaborn for data visualisation, and Plotly Express for interactive data visualisation in a financial context;
- Demonstrate portfolio optimisation, run Monte Carlo simulations, and calculate portfolio returns, risks, and Sharpe ratios in Python; and
- Select real-world financial data using Pandas Data Reader and Yahoo Finance API in Python.
| Application Code | 2190-1746NW | - |
- United Learning Centre
- Admiralty Learning Centre
- Other HKUSPACE Centers
Modules & Class Details
Modules
Syllabus
- Python Programming Fundamentals Part 1 to Part 4
- Define Python variables, assign values to them, and perform math operations
- Identify the differences among various data types in Python, such as integers, floating points, and Booleans
- Define two-dimensional Pandas DataFrames and obtain their statistical summary
- Identify missing data in Pandas DataFrames and filter them out based on a specific condition
- ...etc
- Final Capstone Project
- Apply Python programming fundamentals through a practical real-world project
- Select real-world financial data using Pandas DataReader (data is obtained from many sources such as Yahoo Finance, NASDAQ and so on)
- Use key Python libraries such as Pandas for Data Analysis, Matplotlib for data plotting/visualisation, and Seaborn for statistical plots in a financial context
- Use the Plotly Express Library to perform interactive financial data visualisation
- Calculate portfolio key statistical metrics such as returns, risk, and Sharpe ratio in Python
- Demonstrate portfolio analysis and visualisation using real-world datasets
- Apply Monte Carlo simulations and perform portfolio optimisation
Class Details
2024 June INTAKE (ACCEPT NEW APPLICATION)
The June 2024 Class is Scheduled for Saturday from 13:00 - 17:30.
Venue: HK Island
Teacher: Dr. Joseph Chan
| Teacher: | Dr. Joseph Chan | |||
| Lecture | Date | Time | Room | Teacher(s) |
| 1 | 15 Jun 2024 (Sat) | 13:00 - 17:30 | Dr. Joseph Chan | |
| 2 | 22 Jun 2024 (Sat) | 13:00 - 17:30 | Dr. Joseph Chan | |
* The above tentative schedule's for reference only. Schedule details will be released one week before the commencement date of the class.
** Please inform that if there is inadequate number of applicants, the class may be subject to cancellation.
***A statement of attendance will be issued to students who have achieved at least 70% of attendance.
Fee & Entry Requirements
Fee
- HK$3,600
Entry Requirements
Applicants should hold a degree awarded by a recognised institution.
Applicants should check with the CFA Institute that they are eligible to attempt the examination.
Apply
Application Form Download Application Form
Enrolment MethodOnline Enrolment
HKU SPACE provides 24-hour online application and payment service for students to apply to selected award-bearing programmes and to enrol in most open admission courses (courses enrolled on a first come, first served basis) via the Internet. Applicants may settle the payment by using either "PPS by Internet" (not available via mobile phones), VISA or Mastercard online. Online WeChat Pay, Online AliPay and Faster Payment System (FPS) are also available for continuing enrolment in the same programme, if online service is offered.
For first time enrolment
-
Complete the online application form
Applicant may click the icon
on the top right-hand corner of the programme/course webpage to make online application, and then follow the instructions to fill in the online application form.
Some programmes/courses may admit by selection, and may require applicants to provide electronic copy of any required documents (e.g. proof of qualification) as indicated on the programme/course webpage. Only file format in doc, docx, jpg and pdf are supported. -
Make Online Payment
Pay the application or programme/course fees by either using:
"PPS by Internet" - You will need a PPS account and a PPS Internet password. For information on how to open a PPS account and how to set up a PPS Internet password, please visit http://www.ppshk.com.
*Credit Card Online Payment - Course fees can be paid by VISA or Mastercard including the “HKU SPACE Mastercard”.
* HKU SPACE Mastercard cardholders who wish to enjoy 10-month interest free instalment scheme must pay their tuition fees in person at any of our HKU SPACE Enrolment Centres.
To know more about first-time online application/enrolment and payment, please refer to the user guide of Online Application / Enrolment and Payment:
For continuing enrolment in the same programme
Selected programmes offer online continuing enrolment service. Programme staff will inform students if they offer this service and offer further enrolment details.
Online Payment can be made via "PPS by Internet" (not available via mobile phones), VISA or Mastercard, Online WeChat Pay, Online AliPay and Faster Payment System (FPS)
In Person / Mail
For first time enrolment
-
For first come, first served short courses, complete the Application for Enrolment Form SF26 and bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.
[Download Enrolment Form SF26] -
Award-bearing and professional courses may require other information. Forms are usually available at the enrolment centres or on request from programme staff. Bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.
For continuing enrolment in the same programme
-
The standard ‘Enrolment/Payment Slip’ is designed for students of award-bearing programmes or remaining programmes in a suite of programmes requiring continuing enrolment and it applies to most programmes.
-
Students should complete the “Enrolment/Payment Slip” which will be made available by relevant programme staff and return the slip to any HKU SPACE enrolment centre or post it to the relevant programme staff with appropriate fee payment.
Please refer to available Payment Methods for fee payment information. If you are in doubt about the procedures, please check the individual course details, or contact our programme staff or enrolment centres.
Please note the followings for programme/course enrollment:
- To make an application online, you will need a computer with connection to the Internet and a web browser with JavaScript enabled. Google Chrome is recommended.
- Applicants should not leave the online application idle for more than 10 minutes. Otherwise, applicants must restart the application process.
- Only Early Bird Discount is supported for Online Applicants (Application). To enjoy other types of discount, please visit one of our enrolment centres.
- During the online application process, asynchronous application and payment submission may occur. Successful payment may not guarantee successful application. In case of unsuccessful submission, our programme staff will contact you shortly.
- Applicants are reminded that they should only apply for the same programme/course once through counter or online application.
- For online enrolment, a payment confirmation page would be displayed after payment has been made successfully. In addition, a confirmation email would also be sent to your email account. You are advised to keep your payment confirmation for future enquiries.
- Fees paid are not refundable except as statutorily provided or under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment).
- If admission is by selection, the official receipt is not a guarantee that your application has been accepted. We will inform you of the result as soon as possible after the closing date for application. Unsuccessful applicants will be given a refund of programme/course fee if already paid.
Disclaimer
The School provides a platform for online services for a selected range of products it offers. While every effort is made to ensure timeliness and accuracy of information contained in this website, such information and materials are provided "as is" without express or implied warranty of any kind. In particular, no warranty or assurance regarding non-infringement, security, accuracy, fitness for a purpose or freedom from computer viruses is given in connection with such information and materials.
The School (and its respective employees and subsidiaries) is not liable for any loss or damage in connection with any online payments made by you by reason of (i) any failure, delay, interruption, suspension or restriction of the transmission of any information or message from any payment gateways of the relevant banks and/or third party merchants for processing credit/debit/smart card or other payment facilitation mechanism; (ii) any negligence, mistake, error in or omission from any information or message transmitted from the said payment gateways; (iii) any breakdown, malfunction or failure of those gateways in effecting online payment service or (iv) anything arisen out of or in connection with the said payment gateways, including but not limited to unauthorised access to or alternation of the transmission of data or any unlawful act not permitted by the law.
1. Cash, EPS, WeChat Pay Or Alipay
Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.
2. Cheque Or Bank draft
Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and the applicant’s name.. You may either:
- bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
- or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of payment sent by mail.
3. VISA/Mastercard
Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.
4. Online Payment
Online application / enrolment is offered for most open admission courses (course enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment for details.
Notes
- If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolement Centres and avoid making cheque payment under this circustance.
- Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
- In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
- Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
- Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt sent by mail.
- For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to "HKU SPACE" to any of our enrolment centres.
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