The benefit of learning together with your friend is that you keep each other accountable and have meaningful discussions about what you're learning.
Courtlyn
Promotion and Events Specialist
Real-world applications of data analytics in finance.
August 25, 2022
6 weeks, online
4 to 6 hours per week
US$2,600 or get US$260 off with a referral
Our participants tell us that taking this program together with their colleagues helps to share common language and accelerate impact.
We hope you find the same. Special pricing is available for groups.
The benefit of learning together with your friend is that you keep each other accountable and have meaningful discussions about what you're learning.
Courtlyn
Promotion and Events SpecialistBased on the information you provided, your team is eligible for a special discount, for Financial Analytics: Forecasting, Modeling, and Optimization starting on August 25, 2022 .
We’ve sent you an email with enrollment next steps. If you’re ready to enroll now, click the button below.
Have questions? Email us at group-enrollments@emeritus.org.Research, modeling, forecasting — every aspect of the financial industry is driven by data and analytics to a greater degree than ever. This program will help you build the foundational knowledge you need to grasp the core concepts of data analytics, as well as how to apply them to create a framework for finance strategies that fit your organization's needs. From fine-tuning customer sales to assessing corporate credit risks, learn to use the analytics principles that drive informed decision making in this growing industry.
The financial analytics market was valued at $6.32 billion in 2020 and is expected to reach $11.02 billion by 2026.
Data-centered organizations are 58% more likely to exceed their revenue goals.
Seventy percent of all financial services firms are using machine learning to predict cash flow events, fine-tune credit scores and detect fraud.
Wharton Financial Analytics emphasizes real-world applications of data science across the finance sector. At the end of this six-week program, you will be able to:
In this program, our world-class faculty will equip you to ask the right questions about your organization's finances — questions that generate informed decisions supported by data.
Begin your journey by learning the value of data science and how to apply analytics to everyday decision making. You will:
Build a foundation for actionable financial data analysis by defining variables in targeted markets that lead to insights. You will:
Learn to use modeling and other proven techniques to set realistic expectations and generate well-informed business decisions. You will:
Learn the fundamentals of determining financial risk through data science. You will:
Explore different investment portfolios, asset classes, and the investment process to optimize financial decisions. You will:
Use what you have learned to create an action plan for implementing a justifiable data analytics solution to a real-world problem at your organization. You will:
Begin your journey by learning the value of data science and how to apply analytics to everyday decision making. You will:
Learn the fundamentals of determining financial risk through data science. You will:
Build a foundation for actionable financial data analysis by defining variables in targeted markets that lead to insights. You will:
Explore different investment portfolios, asset classes, and the investment process to optimize financial decisions. You will:
Learn to use modeling and other proven techniques to set realistic expectations and generate well-informed business decisions. You will:
Use what you have learned to create an action plan for implementing a justifiable data analytics solution to a real-world problem at your organization. You will:
Polls
Try-it Activities
Knowledge Checks
Live Office Hours
Assignments
Understanding financial analytics in theory is only the start. The Wharton Financial Analytics: Forecasting, Modeling, and Optimization program goes a step further by illustrating how to apply financial analytics in the real world, with a particular focus on:
JULES H. VAN BINSBERGEN, PHD
MICHAEL ROBERTS, PHD
JULES H. VAN BINSBERGEN, PHD
The Nippon Life Professor in Finance; Professor of Finance, The Wharton School
Professor van Binsbergen specializes in theoretical and empirical research in finance, with a focus on asset pricing. His current research is mostly in asset pricing and focuses on the relationship between financial markets and the macro economy and the organization, skill, and performance of financial intermediaries. Recent papers shed light on the real implications of stock market mispricing, the effectiveness of monetary policy, and measuring the skill of investment managers.
Professor van Binsbergen's research has appeared in leading academic journals, such as the American Economic Review, the Journal of Finance, the Journal of Financial Economics, and the Journal of Monetary Economics. Before joining the Wharton School in 2014, he taught at the Stanford Graduate School of Business and the Kellogg School of Management of Northwestern University. Professor van Binsbergen is a research associate at the NBER and the CEPR, a former editor and current Advisory Editor of the Review of Finance, and an Associate Editor at the Journal of Finance and the Journal of Financial Economics. His work has won numerous research and teaching awards. He received his PhD from the Fuqua School of Business at Duke University.
MICHAEL ROBERTS, PHD
William H. Lawrence Professor; Professor of Finance, The Wharton School
Professor Roberts' primary research is in the area of corporate finance, specifically in capital structure, investment policy, financial contracting, and payout policy. His recent work has examined the design of debt securities and the role of control rights in influencing financial and investment policy. Professor Roberts' research has received several awards, including the Brattle Prize for Distinguished Paper published in the Journal of Finance, where he is Co-editor, and Best Paper awards at the Financial Management Association and Southwestern Finance Association annual conferences.
He serves on the editorial boards at the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Review of Corporate Finance Studies, the Financial Research Letters, and the International Review of Finance. In addition to his experience at the Wharton School, where he has been since 2004, Professor Roberts has taught at Duke University's Fuqua School of Business. He earned his BA in Economics from the University of California at San Diego along with his MA in Statistics and PhD in Economics from the University of California at Berkeley.
ANAMARIA PIESCHACON
Upon successful completion of the program, you will earn a digital certificate of completion from the Wharton School.
Download BrochureNote: After successful completion of the online program, your verified digital certificate will be emailed to you in the name you used when registering for the program. All certificate images are for illustrative purposes only and may be subject to change at the discretion of the Wharton School.
After reviewing the information on the program landing page, we recommend you submit the short form above to gain access to the program brochure, which includes more in-depth information. If you still have questions on whether this program is a good fit for you, please email learner.success@emeritus.org,and a dedicated program advisor will follow-up with you very shortly.
Some programs do have prerequisites, particularly the more technical ones. This information will be noted on the program landing page, as well as in the program brochure. If you are uncertain about program prerequisites and your capabilities, please email us at learner.success@emeritus.org for assistance.
Note that, unless otherwise stated on the program web page, all programs are taught in English and proficiency in English is required.
More than 50 percent of our participants are from outside the United States. Class profiles vary from one cohort to the next, but, generally, our online certificates draw a highly diverse audience in terms of professional experience, industry, and geography — leading to a very rich peer learning and networking experience.
Check back to this program web page or email us at learner.success@emeritus.org to inquire if future program dates or the timeline for future offerings have been confirmed yet.
Each program includes an estimated learner effort per week. This is referenced at the top of the program landing page under the Duration section, as well as in the program brochure, which you can obtain by submitting the short form at the top of this web page.
We have designed this program to fit into your current working life as efficiently as possible. Time will be spent among a variety of activities including:
The program is designed to be highly interactive while also allowing time for self-reflection and to demonstrate an understanding of the core topics through various active learning exercises. Please contact us at learner.success@emeritus.org if you need further clarification on program activities.
More than 250,000 professionals globally, across 80 countries, have chosen to advance their skills with Emeritus and its educational learning partners. In fact, 90 percent of the respondents of a recent survey across all our programs said that their learning outcomes were met or exceeded.
A dedicated program support team is available 24/5 (Monday to Friday) to answer questions about the learning platform, technical issues, or anything else that may affect your learning experience.
Peer learning adds substantially to the overall learning experience and is an important part of the program. You can connect and communicate with other participants through our learning platform.
Each program includes an estimated learner effort per week, so you can gauge what will be required before you enroll. This is referenced at the top of the program landing page under the Duration section, as well as in the program brochure, which you can obtain by submitting the short form at the top of this web page. All programs are designed to fit into your working life.
This program is scored as a pass or no-pass; participants must complete the required activities to pass and obtain the certificate of completion. Some programs include a final project submission or other assignments to obtain passing status. This information will be noted in the program brochure. Please contact us at learner.success@emeritus.org if you need further clarification on any specific program requirements.
Upon successful completion of the program, you will receive a smart digital certificate. The smart digital certificate can be shared with friends, family, schools, or potential employers. You can use it on your cover letter, resume, and/or display it on your LinkedIn profile.
The digital certificate will be sent approximately two weeks after the program, once grading is complete.
No, only verified digital certificates will be issued upon successful completion. This allows you to share your credentials on social platforms such as LinkedIn, Facebook, and Twitter.
No, there is no alumni status granted for this program. In some cases, there are credits that count toward a higher level of certification. This information will be clearly noted in the program brochure.
You will have access to the online learning platform and all the videos and program materials for 12 months following the program start date. Access to the learning platform is restricted to registered participants per the terms of agreement.
Yes, you can register up until seven days past the published start date of the program without missing any of the core program material or learnings.
The program fee is noted at the top of this program web page and usually referenced in the program brochure as well.
Yes, you can do the bank remittance in the program currency via wire transfer or debit card. Please contact your program advisor, or email us at learner.success@emeritus.org for details.
Yes! Please email us at learner.success@emeritus.org with the details of the program you are interested in, and we will assist you.
Please email learner.success@emeritus.org with your invoicing requirements and the specific program you’re interested in enroling in.
Yes, the flexible payment option allows a participant to pay the program fee in installments. This option is made available on the payment page and should be selected before submitting the payment.
Please email us at learner.success@emeritus.org for assistance.
Participants will need the latest version of their preferred browser to access the learning platform. In addition, Microsoft Office and a PDF viewer are required to access documents, spreadsheets, presentations, PDF files, and transcripts.
Yes, the learning platform is accessed via the internet, and video content is not available for download. However, you can download files of video transcripts, assignment templates, readings, etc. For maximum flexibility, you can access program content from a desktop, laptop, tablet, or mobile device.
Video lectures must be streamed via the internet, and any livestream webinars and office hours will require an internet connection. However, these sessions are always recorded, so you may view them later.
You may request a full refund within seven days of your payment or 14 days after the published start date of the program, whichever comes later. If your enrolment had previously been deferred, you will not be entitled to a refund. Partial (or pro-rated) refunds are not offered. All withdrawal and refund requests should be sent to admissions@emeritus.org.
After the published start date of the program, you have until the midpoint of the program to request to defer to a future cohort of the same program. A deferral request must be submitted along with a specified reason and explanation. Cohort changes may be made only once per enrolment and are subject to availability of other cohorts scheduled at our discretion. This will not be applicable for deferrals within the refund period, and the limit of one deferral per enrolment remains. All deferral requests should be sent to admissions@emeritus.org.
Flexible payment options available.