CFM 301

Financial Data Analytics

CFM 301 is a unique course that is only offered to students in Computing and Financial Management. It is the second required course that shows the intersection between computer science and finance, after CFM 101. This class teaches a variety of skills used in financial technology.

Students in CFM will take CFM 301 in their 3B term, the second academic term of their third year (September to December).

Course description

This course introduces financial markets and institutions, commonly used financial data, and data schema and visualization therein. It covers fundamental functions of financial institutions and their usage of data, and basic financial data management techniques. The course will focus on buy side institutions and stock market data.

When students come out of the course, they are going to learn some very commonly used data sets in finance and, in particular, related to firm fundamentals and asset prices.

Professor Alan Huang, School of Accounting and Finance

What to expect

There are two major components of the course evaluation that you can anticipate in the class. 

  1. A series of computer science assignments
  2. A trading strategy project — you will be given lots of choice in the scope of your final project (for example, some students will explore artificial intelligence).

The class will use Python, a programming language, to perform all the data analytics. Students will be introduced to Python in CFM 101, which is the pre-requisite to this class.