Upcoming Events

CFA Society Okanagan Events

CFA Society Okanagan hosts a variety of events throughout the year to support its members, and the larger business community, with their professional development and provide valuable networking opportunities. Stay informed by following us on LinkedIn. 

Python 2: Visualization and Analysis

Associated with  CFA Society Vancouver This hands-on course is intended for anyone who uses Python and who is already comfortable with the skills that were taught in “Python 1: Core Data Analysis”. This course continues to build the skills needed to develop Python programs to solve typical finance problems, cutting through the noise of generic “Data Science” courses. Participants will be introduced to best practices programming in Python to analyze and visualize financial data. Prerequisites Participants require basic prior programming knowledge in Python and an understanding of the pandas package. Participants should also understand finance and statistical concepts, but in-depth analytical understanding is not necessary. It is recommended that participants take “Python 1: Core Data Analysis” before this course. You will be required to download and install Anaconda or an equivalent Python distribution – links provided in advance of the course.

17th Annual Bull & Bear Golf Tournament

Join us at the beautiful Sunset Ranch Golf & Country Club on Thursday, June 6, for the 17 th Annual Bull & Bear Golf Tournament, in support of Launch Okanagan. Connect with your fellow community members while enjoying a round of golf followed by dinner and prizes. You have the option to register a full team of four or register as an individual and be placed on a team with other golfers. Dinner is included with your golf registration. There is also an option to join us for dinner only.   Agenda 11 :30 a.m. - Check-in & warm-up 12 :00 p.m. - Tee times start 6:00 p.m. - Dinner 7:00 p.m. - Announcements and prize presentations Specific tee times will be assigned and communicated prior to the event date.

Python 3: Web Scraping and Dashboarding

Associated with   CFA Society Vancouver Online Course DESCRIPTION During this hands-on course, participants will work with Python and several popular packages to create programs that acquire, consolidate, analyze and present large data sets. Whether originated from websites or internal databases, this course will demonstrate core techniques to efficiently manage and explore business data through interactive dashboards. (Course length 7 hrs) For a full course outline, please view:  Python for Finance Professsionals - 2024 Course Information Prerequisites A general understanding of programming principles and Python is recommended for this course. The course material will build on the content of “Python 1: Core Data Analysis”. Although not required, participants will benefit from having taken “Python 2: Visualization and Analysis”. Participants should be familiar with Python packages and their installation. You will be required to download and install Anaconda or an equivalent Python distribution – links provided in advance of the course. Course Presenter BOGDAN TUDOSE Director, Co-Head of Data Science & Senior Instructor The Marquee Group, Training the Street Course Provider The Marquee Group  is Canada’s leading provider of financial modelling training programs. Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Their core modelling, valuation, Excel, and data sciences courses are standard training at numerous major banks and business schools. Marquee’s principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching.   Learn more ... Registration COURSE FEES: Members | Candidate Members $429  ( Early Bird  – until May 21) $489   (May 22 - June 6) Candidates | Non-Members $599   ( Early Bird  – until May 21) $699  (May 22 - June 6)    Due to the interactive nature of this class, there is a max capacity of 18 participants. Registration Deadline: June 6, 2024 – 11:59 pm (PT) - Subject to space availability Details WHEN June 11, 2024   8:30 a.m. - 4:30 p.m.   (PT) WHERE Virtual - Zoom Details sent 2 business days prior to the session