R Programming for Finance Training Course
R is a popular programming language in the financial industry. It is used in financial applications ranging from core trading programs to risk management systems.
In this instructor-led, live training, participants will learn how to use R to develop practical applications for solving a number of specific finance related problems.
By the end of this training, participants will be able to:
- Understand the fundamentals of the R programming language
- Select and utilize R packages and techniques to organize, visualize, and analyze financial data from various sources (CSV, Excel, databases, web, etc.)
- Build applications that solve problems related to asset allocation, risk analysis, investment performance and more
- Troubleshoot, integrate deploy and optimize an R application
Audience
- Developers
- Analysts
- Quants
Format of the course
- Part lecture, part discussion, exercises and heavy hands-on practice
Note
- This training aims to provide solutions for some of the principle problems faced by finance professionals. However, if you have a particular topic, tool or technique that you wish to append or elaborate further on, please please contact us to arrange.
Course Outline
Introduction
Setting up the IDE (Integrated Development Environment)
- RStudio
R Programming Fundamentals
- R objects: vectors, matrices, arrays, data frames and lists
- Flow control: branching, looping and truth testing
Accessing Data with R
- Reading and writing CSV data
- Accessing data in an SQL database
Visualizing Data with R
- Plotting with R
Analyzing Data with R
- Manipulating data frames
- Descriptive statistics
Inference and Time Series Analysis
- Analyzing time series data in financial markets
- Volatility modeling for high frequency financial data
Simulating Asset Price Trajectories
- Monte Carlo simulation
Asset Allocation and Portfolio Optimization
- Performing capital allocation, asset allocation, and risk assessment
- Regression analysis
Risk Analysis and Investment Performance
- Defining and solving portfolio optimization problems
- VaR and ES
Fixed-Income Analysis and Option Pricing
- Performing fixed-income analysis and option pricing
Taking Your R Application into Production
- Integrating your application with Excel and other web applications
Application Performance
- Optimizing your application
- R multiprocessing
Troubleshooting
Closing Remarks
Requirements
- An understanding of finance (securities, derivatives, etc.)
- A solid grasp of mathematics
- Programming experience in any language is helpful but not required
Open Training Courses require 5+ participants.
R Programming for Finance Training Course - Booking
R Programming for Finance Training Course - Enquiry
Testimonials (4)
Personal service and orientated to my needs
ANN - New Vitality Clinic
Course - GnuCash for Business Accounting
The pace was just right and the relaxed atmosphere made candidates feel at ease to ask questions.
Rhian Hughes - Public Health Wales NHS Trust
Course - Introduction to Data Visualization with Tidyverse and R
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.
Harry Estipona
Course - Financial Markets
I was benefit from the interesting and clear ideas and suggestions.
Vincent van Walt
Course - A Practical Guide to Successful Pricing Strategies
Provisional Upcoming Courses (Contact Us For More Information)
Related Courses
Financial Markets and Trading
14 HoursIn this instructor-led, live training, participants will learn the key features of financial markets and how trading takes place in these markets. We start with an overview of financial markets and terminologies, trading lingo, and conventions used to describe their activites. Then we look at the why and how of investing in various types of financial instruments. Some of the specific topics include trading strategies, risk management and real-world case studies to examine the persons, institutions and strategies behind the investments in the financial markets.
Audience
- Business managers
Format of the course
- Part lecture, part discussion, and hands-on exercises
Financial Markets
14 HoursThis introductory course will provide participants with a first class and detailed working knowledge of the key financial markets, their purpose, function, main activities and their regulation. It is intended to be part refresher, part educational and part challenging so that all delegates will derive the maximum benefit from it. Feedback and discussion will be actively encouraged throughout the sessions which are intended to be interactive not just reactive and factual.
The primary function is to ensure that by completion, all course delegates will be much better equipped to deal with clients and their ongoing needs and to put into context the services and markets in which they are trading and participating.
FinOps
7 HoursThis instructor-led, live training in Belgium (online or onsite) is aimed at cloud administrators, cloud architects, technology heads, and financial analysts who wish to record, manage, monitor, and process financial assets of an organization in the cloud.
By the end of this training, participants will be able to use FinOps practices in an organization to forecast costs, optimize processes, and perform financial management operations in the cloud.
FinOps Certified FOCUS Analyst Preparation
14 HoursThis instructor-led, live training in Belgium (online or onsite) is aimed at intermediate-level finance professionals who wish to gain a comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimization strategies, and collaboration among finance, engineering, and business teams.
By the end of this training, participants will be able to:
- Understand the FinOps framework, principles, and phases.
- Manage cloud costs effectively through data analysis and governance.
- Collaborate between finance, engineering, and business units to align cloud spend.
- Use FinOps tools for cost allocation, forecasting, and optimization.
- Prepare for the FinOps Certified FOCUS Analyst exam.
FinOps Certified Professional Preparation
21 HoursThis instructor-led, live training in Belgium (online or onsite) is aimed at advanced-level cloud financial management professionals who wish to validate their expertise in financial operations (FinOps) related to cloud cost management.
By the end of this training, participants will be able to:
- Gain advanced knowledge required for the FinOps Certified Professional exam.
- Understand complex FinOps practices, including cost optimization, budget management, and reporting.
- Develop practical skills in applying FinOps strategies in real-world scenarios.
- Prepare for a successful completion of the FinOps Certified Professional exam.
Introduction to Fixed Income
14 HoursThe Introduction to Fixed Income training course is an overview of the fixed income securities designed for anyone seeking a solid understanding of fixed income securities and financial markets.
GnuCash for Business Accounting
7 HoursIn this instructor-led, live training in Belgium, participants will learn how to use GnuCash to manage business accounting and finance projects and tasks.
By the end of this training, participants will be able to:
- Manage financial and accounting tasks including invoicing, billing, payments, VAT, reporting, etc.
- Track bank accounts, stocks, income, and expenses.
- Track multiple accounts in a multiple-department business.
- Use GnuCash to manage multi-currency business accounts.
Investment Banking: Introduction to Structured Products
21 HoursIntroduction to Structured Products
The purpose of the course is to provide delegates with an introduction to the Structured Products used in investment banking. On completion of the course all delegates will have a working knowledge of the subject and will be able answer
- What are structured products?
- Why issue them?
- How do issuers and investors benefit?
- How do you structure and price a range of derivative products?
- What are the risks and costs of producing structured financial products?
- What are embedded derivatives?
- What are exotic options?
- What are the pricing and hedging considerations?
Learning Xero
14 HoursThis instructor-led, live training (onsite or remote) is aimed at accountants and bookkeepers who wish to use Xero for bookkeeping.
By the end of this training, participants will be able to:
- Get a real-time view of cashflow.
- Link bank accounts to Xero for bank reconciliation.
- Prepare and check VAT (Value Added Tax) returns in Xero.
- Create reports for sharing amongst team members.
Management Accounting and Finance for Non-Finance Professionals
14 HoursThis instructor-led, live training in Belgium (online or onsite) is aimed at beginner-level non-finance professionals who wish to have a foundational understanding of financial and accounting principles that are essential for effective decision-making in business.
By the end of this training, participants will be able to:
- Understand basic financial and accounting concepts that are essential for business decision-making.
- Interpret and analyze financial statements such as income statements, balance sheets, and cash flow statements.
- Apply key financial ratios to assess the financial health of a business.
- Develop and manage budgets and perform variance analysis to monitor business performance.
- Use break-even analysis to support operational and strategic decisions.
Open Bank Project for Developers
14 HoursThis instructor-led, live training in Belgium (online or onsite) is aimed at developers who wish to use Open Bank Project API to develop and test decentralized applications that can be integrated easily with digital banking systems.
By the end of this training, participants will be able to:
- Set up the necessary development environment to start developing applications with OBP API.
- Understand the Open Bank Project architecture, technology, and concepts.
- Learn how to use and customize OBP API to develop and build applications for banking.
- Explore the features, tools, APIs, and sandboxes in OBP.
- Implement security and integrations in OBP API connectors and adapters.
A Practical Guide to Successful Pricing Strategies
7 HoursWhy should you attend?
We live and work in an increasingly global market which offers opportunities at every turn which we need to take. However, with those opportunities come increased competition and most of the complexities remain in place. Knowing the best ways to find and select the most suitable and competitive price for your product or services is crucial to the success and growth of any business. The knowledge, techniques and strategies that you gain during our training will enable you to increase profitability and effectiveness of your business.
Turning theory into practice:
The purpose behind this 1-day training course is to simplify and explain the successful strategies of pricing. You’ll leave our event more confident and more positive to continue and expand your business. We will provide you with the strategies and the best practice examples to improve and expand your knowledge about pricing and to make your plans and targets come true.
Who should attend?
This course is designed for sales managers, marketing managers, product managers, account managers, pricing analysts & managing directors. This course is also vital for executives who are new to pricing or who have limited experience of the subject.
Basics of Customizing for Financial Accounting: GL, AP, AR in SAP S/4 HANA (S4F12)
35 HoursThis instructor-led, live training in Belgium (online or onsite) is aimed at application consultants and business process owners who wish to learn how to configure business processes for SAP S/4 HANA financials module.
By the end of this training, participants will be able to:
- Understand the basic customizing settings in the main components of Financial Accounting with SAP S/4HANA.
- Configure the master data settings (G/L accounts, customer and vendor accounts) of FA with SAP S/4HANA.
- Configure document control, posting control, and financial document clearing settings of FA with SAP S/4HANA.
Introduction to Data Visualization with Tidyverse and R
7 HoursThe Tidyverse is a collection of versatile R packages for cleaning, processing, modeling, and visualizing data. Some of the packages included are: ggplot2, dplyr, tidyr, readr, purrr, and tibble.
In this instructor-led, live training, participants will learn how to manipulate and visualize data using the tools included in the Tidyverse.
By the end of this training, participants will be able to:
- Perform data analysis and create appealing visualizations
- Draw useful conclusions from various datasets of sample data
- Filter, sort and summarize data to answer exploratory questions
- Turn processed data into informative line plots, bar plots, histograms
- Import and filter data from diverse data sources, including Excel, CSV, and SPSS files
Audience
- Beginners to the R language
- Beginners to data analysis and data visualization
Format of the course
- Part lecture, part discussion, exercises and heavy hands-on practice