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COLUMBIA ENGINEERINGFINTECH BOOT CAMPCURRICULUM OVERVIEW“”Banks are technology firms in disguise.- Chris Skinner*The field of finance is evolving. Financial services firms, insurance agencies, and investment banks are allincreasingly at the intersection of data and technology, harnessing algorithms, machine learning, big data,and blockchain to conduct business.The 24-week FinTech Boot Camp is a challenging, part-time boot camp that takes a multidisciplinaryapproach to attaining proficiency in finance, financial programming, data analysis, and modern tools incryptocurrency and blockchain.Throughout the course, you will gain experience with a host of popular tools and methods such as Pythonprogramming, financial libraries, machine learning algorithms, Solidity smart contracts, Ethereum, andblockchain. You will also learn how these concepts are leveraged within financial fields from financialplanning to hedge funds, as well as best practices for using these skills to add value to your organization.Columbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.

Is This Boot Camp RIGHT FOR YOU?Are you a creative, curious, and ambitious professional looking to join the FinTechrevolution? If so--or if any of the following describes your situation--enrolling in ourFinTech Boot Camp could be a smart career move:A technical professional, such as a developer, help desk technician, or data analyst,who wants to transition into the financial sector and understand how to applyprogramming to finance.A manager who wants to supercharge his/her skill set to better understand thefinancial side of their organization.A financial professional who wants to attain a more technical skill-set in the wake oftheir organization’s digital transformation.A tech enthusiast looking to get his/her foot in the door in the world of finance.Columbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 1

Skills GAINEDLearners will complete the boot camp with a foundation inFinancial Technology and Analysis, including*:Financial Fundamentals Advanced Excel Time-Series AnalysisFinancial RatiosFinancial Analysis Machine Learning Applicationsin Finance Financial Programming PythonPandasMatplotlibAPI InteractionsAmazon Web ServicesNoSQL Algorithmic TradingRandom Forestsk-Nearest Neighbors (kNN)Support Vector Machines (SVM)Linear RegressionScikit-learnFinancial ModelingForecastingLogistic RegressionBlockchain and Cryptocurrency SolidityEthereumSmart ContractsConsensus AlgorithmsTransactionsValidationDistributed LedgerCryptocurrencyTruffle SuiteGanache*The material covered in this course is subject to change due to market demand.Columbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 2

BuildingON THE BASICSFinancial institutions areincreasingly becoming technologyinstitutions that require not onlyfinancial knowledge but deeptechnical knowledge.That’s why our curriculum isdesigned to provide you witha deep foundation on the coretechnical skills needed to succeedin the field. Throughout the bootcamp, expect to learn brandnew skills and be challenged incompleting difficult real-worldproblems to demonstrate yournew abilities. By the boot camp’send, you will have a strongprofessional portfolio showcasingyour work.Columbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 3

Real World Applications, REAL JOBSLearners who complete the boot camp will be qualifiedfor a wide range of roles, including:Financial AnalystBlockchain DeveloperFinancial Applications DeveloperData AnalystQuantitative TraderData ScientistSystems Business AnalystBusiness Risk AnalystFinTech Regulatory AssociateBusiness Intelligence AnalystFinancial ManagerResearch AnalystBusiness Intelligence AnalystSoftware EngineerCryptocurrency ExpertColumbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 4

What Participants Will LEARNBy the time they complete the boot camp, learners can expect to be able to:Apply modern financial technologies withinthe context of working at an investmentbank, insurance agency, or any player inthe financial industryUnderstand both uses and disadvantagesof a variety of machine learning algorithmsand their proper application within the fieldof financeEmploy financial analysis techniques tomodel, predict, and forecast trendsLeverage machine learning to determinelending preferences and how effectivelya cluster of customers would produceinterestModel future financial performance ofa company using Python and financialfundamentalsMake API requests to pull financial data,and use a variety of Python packages torun financial analysis on large datasetsConduct time-series analysis in conjunctionwith assumptions and variances to developfinancial forecasts, and analyze forecastsfor accuracyCreate a custom API with mock bank dataand configure the API to allow incominginteractionsAnalyze market behavior using machinelearning on historical datasetsDetermine the optimal predictors formarket strategy and evaluate models foraccuracyDesign and implement smart contractswith the Solidity programming languageBuild an Ethereum blockchain andunderstand how transactions are validatedon a distributed ledgerLearn to work with databases on the AWScloud in the service of financial applicationsColumbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 5

Course STRUCTUREOver the course of 24 weeks, you’ll attend informative lectures, participate in a variety of individual andteam exercises, and work independently in the classroom and at home. Homework assignments providean opportunity to apply what you’ve learned and build on it. The goal is to give you a comprehensivelearning experience and true insight into a “day in the life” of a FinTech professional.DISCUSSIONPROJECT WORKPORTFOLIO PROJECTSInstructor-led discussionscover the background, history,and use new technologiesor concepts.You’ll work on timedin-class exercises and projectsindividually and in teams to putclassroom teachingsinto practice.Your portfolio signals toemployers that you are readyfor primetime! You’ll builda substantial portfolio ofprojects that demonstrateyour abilities across a widevariety of technologies.Columbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 6

We’re Here TO HELPAs they move up the learning curve, learners are likely to have questions around some of theconcepts covered in class. We’re here to help—through in-person and virtual office hours, as wellas a dedicated #slack channel where they can get assistance from instructors, support staff, andtheir fellow learners. All work is done via Github, so learners can create issues directly on their ownprojects for instructors to assist them in a truly asynchronous fashion. In addition to learning finance,financial programming, and data analysis, learners will have access to career services that will helpthem prepare for technical roles after graduation through activities such as:Career Content and Practice SessionsOnline Career Events With IndustryProfessionalsDatabase of Customizable Tools and Templates Multiple Technical Resume Templates Github Best Practices Guidelines To Building A Portfolio Creating an Elevator Pitch Developing a BioSoft Skills TrainingOne-on-One Career CoachingColumbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 7

Meeting Employer EXPECTATIONSIt’s a fact: companies care about what a person can do, not what a person says they cando. For that reason, our curriculum teaches learners how to apply what they’ve learned tosimulated and lab-based environments.The curriculum emphasizes in-depth exploratory labs, ranging from building algorithms fordetecting fraud to creating applications that interface with the Ethereum network. Learnerswill use personal laptops to practice the skills and abilities included in this course.Columbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 8

Sample ProjectsThe Interview Question (Python and Time Series Analysis)Description: Before an interview for your dream job as a financial analyst at a storied medical devicescompany, you are posed a simple request: forecast our stock position over the next six months, along withrelevant financial measures, and bring your results and method to the interview. You panic, but immediatelyremember that the skills you have learned should enable you to pull, clean, and manipulate the relevant dataso you can present it in an effective manner.Skills Needed Python Pandas NumPy APIs SciPy JSON Time-Series AnalysisObjectives Learn to make requests to the Quandl API to pull financial data in JSON format forcleansing, munging, and manipulation. Use Python packages like NumPy and SciPy to run financial analysis on the data youretrieve. Finally, learn to conduct time-series analysis in conjunction with assumptions and invariances to develop a forecast for a 6 month period.Risky Business (APIs and Financial Modeling)Description: One of the most important aspects of financial decisioning is the ability to evaluate and managerisk. For analysts, this is a critical part of the job description and requires a strong understanding of financeand statistics. Furthermore, the ability to script in Python is a helpful skill to run bulk analysis efficiently.In this exercise, you will assume the role of an analyst tasked with evaluating risk and return for a diverseportfolio with exposure in numerous sectors.Skills Needed Python APIs Pandas Statistics Financial ModelingObjectives Enforce financial and statistical concepts fundamental to evaluating and managing risk.Conduct rigorous statistical methods on financial data from a wide variety of industry sectors.Understand what constitutes risk, how to forecast risk, and how to hedge against risk within amarket portfolio.Columbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 9

Sample Projectscontinued.Sharpen Your FAANGs (Machine Learning and Trading Algorithms)Description: You are managing a technology portfolio led by the heavy hitters in the tech world, the FAANGstocks (Facebook, Apple, Amazon, Netflix, Google). After some consideration, you decide you would like toprovide a prediction of value for the set of stocks this time next year. While you have a good understanding ofmachine learning algorithms, you’re unsure of which algorithm will do the job most effectively, so you decideto use a small handful to do the job. Of course, without a shred of accuracy clients won’t trust your models, soyou’ll have to evaluate and optimize your models as well.Skills Needed Python Machine Learning APIs Pandas Algorithmic Trading JSONObjectives Use Python, Pandas, data cleansing, munging, and manipulation, and API requests, to convertan immense amount of data into the proper format for evaluation.Use several different machine learning algorithms to form your prediction model, and evaluateand optimize your model.Trading Bot (Algorithmic Trading)Description: You’ve just determined a winning stock market trading strategy. The problem? It requires youto make trades extremely precisely -- with little room for error. Fortunately for you, this class will teach youto program and build your own algorithmic trading bot -- capable of responding to incoming market data inreal-time.Skills Needed Python Numpy Machine Learning Pandas Quantopian API Algorithmic TradingObjectives Utilize Python, Pandas, and a variety of APIs to interpret data streams and market events, andrespond with trade activitiesRun analysis to determine the quality of your trading bot’s performanceColumbia Engineering FinTech Boot Camp - Powered by Trilogy Education Services Inc.Page 10