Foundations of Machine Learning and AI for Financial Professionals (Webinar)
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Foundations of Machine Learning and AI for Financial Professionals (Webinar)

A 4-week course in Machine Learning and AI primarily geared towards CFA charterholders, CFA candidates and Investment professionals.

 Export to Your Calendar 7/11/2019 to 8/1/2019
When: Every Thursday, July 11 - August 1, 2019
11:00 AM - 2:00 PM
Where: Online - Live Webinar
United States
Presenter: Sri Krishnamurthy, CFA, CAP

Online registration is available until: 7/8/2019
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Foundations of Machine Learning and AI for Finance Professionals

In partnership with QuantUniversity

The use of data science and machine learning in the investment industry is increasing. Financial firms are using artificial intelligence (AI) and machine learning to augment traditional investment decision making. The CFA institute is recognizing the changes in the industry and is introducing Fintech, AI and machine learning concepts in its curriculum. CFA Society San Francisco in partnership with QuantUniversity is pleased to offer a course in Machine Learning and AI primarily geared towards CFA charterholders, CFA candidates, and investment professionals.

In this workshop, we bring clarity on how AI and machine learning are revolutionizing financial services. We will introduce key concepts and, through examples and case studies, will illustrate the role of machine learning, data science techniques, and AI in the investment industry. Rather than just showing how to write code or run experiments in Python, we will provide an intuitive understanding to machine learning with just enough mathematics and basic statistics.

You Will Learn:

  • Role of Machine Learning and AI in Financial services.
  • When do we use Machine learning and AI techniques?
  • What are the key machine learning methodologies?
  • How do you choose an algorithm for a specific goal?
  • Practical Case studies with fully functional code.

Primer from 2019 CFA Institute Annual Conference


  • WEBINAR: Thursday afternoons, 11:00 PM - 2:00 PM
  • Number of sessions: 4
  • Case study + Lab for each session

The course will be preceded by a 1.5-hr orientation webinar on July 1st, 11:00 AM - 12:30 PM!

Who Should Attend:

  • Fundamental and quantitative analysts, investment professionals, and portfolio managers new to data science and machine learning
  • Financial professionals new to data-driven methodologies
  • Machine learning enthusiasts interested in use cases in Fintech and financial organizations



Sri Krishnamurthy, CFA, CAP, Founder, QuantUniversity

Sri Krishnamurthy, CFA, CAP is the founder of, a data and Quantitative Analysis Company and the creator of the Analytics Certificate program and Fintech Certificate program. Mr. Krishnamurthy has more than 15 years of experience in analytics, quantitative analysis, statistical modeling and designing large-scale applications. Previously, he has worked at Citigroup, Endeca, MathWorks and with more than 25 customers in the financial services and energy industries. Mr. Krishnamurthy has trained more than 1000 students in quantitative methods, analytics and big data in the industry and at Babson College, Northeastern University and Hult International Business School. Mr. Krishnamurthy received an MS in Computer Systems Engineering and another MS in Computer Science, both from Northeastern University and an MBA with a focus on Investments from Babson College. He is a CFA charterholder.

Interview with Sri Krishnamurthy at CFA Institute 2019 Annual Conference



July 1st, Noon - 1:30 PM - Kick-off Call/Orientation

Each Thursday July 11th - August 1st: 11:00 AM - 2:00 PM

  • July 11
  • July 18
  • July 25
  • August 1

View Course Curriculum



Members: $799  $599
$200 off QuantUniversity Pricing

Non-Members: $799  $699
$100 off QuantUniversity Pricing

This event qualifies for 12 hours of continuing education credit for CFA charterholders.

Cancellation Policy: Please contact at least 1 week prior to the event to receive a full refund.