Target Audience



Suitable for beginners and those aspiring to delve deeper into the field of fintech.



Learning mode



Supports multiple terminals and combines videos with learning groups.



Learning cycle



The total learning duration is 30 hours. You can study flexibly online, which is suitable for both those with spare time and working individuals.



Fundamentals of Artificial Intelligence and Big Data Technology
(6 class hours in total)



Introduction to Artificial Intelligence and Application Scenarios(40 minutes)



  • Understand the basic concepts and development of AI, and introduce the typical applications of AI in the financial field.
  • Illustrate cases of machine learning and robo - advisory.


Introduction to Python Programming and Financial Data Processing (60 minutes)



  • Programming basics and environment setup. Master methods of financial data cleaning and analysis.


Explanation of Basic Machine Learning Algorithms (80 minutes)



  • Common algorithms for supervised/unsupervised learning, with a focus on analyzing classification, clustering, and regression.


Introduction to Big Data Platforms and the Process of Financial Data Analysis (50 minutes)



  • The basic architectures of Hadoop/Spark, and the setup of big data environment. A panoramic introduction to the pipeline of financial data analysis.


Hands - on Practice of AI Models - Demonstration of Portfolio Optimization (70 minutes)



  • Project hands - on practice, from data acquisition to model building. Implement a simple intelligent investment portfolio based on Python.


Case Analysis and Summary (40 minutes)



  • Analyze practical cases, answer questions, and summarize the core knowledge of this module.


Financial Market Analysis and Risk Control
(7 class hours in total)



Basic Knowledge of Financial Markets and Introduction to Financial Products (45 minutes)



  • Introduce financial instruments such as stocks, bonds, funds, etc., and their trading mechanisms.


Preliminary Exploration of Technical Analysis (60 minutes)



  • Price charts, moving average systems, and volume analysis methods.​


Principles and Methods of Risk Management (50 minutes)



  • Types of risks, identification methods and diversified investment strategies.


Fundamentals of Quantitative Trading Strategies (80 minutes)



  • Basic ideas for strategy construction, and explanations of key indicators such as the Sharpe ratio and drawdown.


Knowledge of Financial Market Supervision and Compliance (40 minutes)



  • Introduce basic policies and regulations as well as investor protection mechanisms from the perspective of compliance.


Machine - learning - based Market Sentiment Analysis (70 minutes)



  • Methods and applications of predicting market volatility trends by combining sentiment analysis.


Introduction and Demonstration of the Comprehensive Practical Simulation Environment (45 minutes)



  • Operation and Practical Drill of the Investment Strategy Simulation Testing Platform


Personal Financial Planning and Wealth Inheritance Design
(5 class hours in total)



Personal Finance Concepts and Goal Setting (40 minutes)



  • Basic knowledge of finance management, income and expenditure planning, and control of living costs.


Introduction to Tax Planning (50 minutes)



  • Case Analysis and Strategies of Individual Income Tax Optimization and Legal Tax Avoidance


Insurance Products and Risk Protection Planning (55 minutes)



  • Explanation of Various Insurance Products and How to Build an Insurance System through Combination


Design of Wealth Inheritance Plans
(60 minutes)



  • Lectures on legal basics, estate planning and trust practices.


Case Study and Design of Personalized Financial Planning (65 minutes)



  • Analysis of actual client cases and design of individual case plans to stimulate students' thinking.


greaterbayen@gmail.com