CFM 301Financial Data Analytics
- Units
- 0.50
When it runs
- F24
- W25
- S25
- F25
- W26
- S26
- F26
- W27
- S27
Ran in 2 of the last 7 terms. Winter 2027: not on the schedule. Spring 2027: schedule not out yet.
This course covers financial data analytics in the areas of asset pricing, securities trading, and portfolio management. It covers data usage and application in basic testing of asset pricing theories, trading algorithms and strategies, back-testing techniques, and aspects of portfolio management associated with trading strategies.
Prerequisites
- Complete all of the following
- Must have completed the following:
- CFM101 - Introduction to Financial Markets and Data Analytics (0.50)
- Must have completed at least 1 of the following:
- Enrolled in H-Computing & Financial Management
- Must have completed the following:
Antirequisites
None listed.
Leads to
Fall 2026 sections
| Section | Class | Enrolled | Meets |
|---|---|---|---|
| LEC 002 | 8390 | 52 / 55 | MW 14:30–15:50 |
Reviewed on UW Flow
33% liked it45% easy57% useful
From 15 ratings and 9 comments on UW Flow. The most helpful comments, quoted as written, without names. Read them all on UW Flow.
Interesting financial analytics concepts like regressions and factor investing. Assignments are not hard but very tedious. Expect to become a Pandas god after taking this. Lectures are super boring but there are pop quizzes so you gotta attend them anyways
Aug 2023 · didn’t like it · 1 found this helpfulOn UW FlowRemove this
Good luck if you are taking this with Alan future CFM ppl
May 2023 · didn’t like it · 1 found this helpfulOn UW FlowRemove this
Bird Course, Easy 100. Have absolutely no idea what was taught in this course
Nov 2026 · liked itOn UW FlowRemove this
i can see how it would be useful but i think the course just made me realize that i dont want to go into this field. assignments were hard, and lectures and content were confusing. i dont think i got much out of the course despite how much i tried.
Aug 2025 · didn’t like itOn UW FlowRemove this
Good stuff. Assignments can take quite a long time though (similar to CS 246/241 assignments in time spent).
May 2025 · liked itOn UW FlowRemove this
Check it elsewhere for Fall 2026
- Undergraduate Calendar, 2026–27The official entry
- Requirements for Fall 2026Waterloo’s requisite checker
- Schedule of Classes, Fall 2026Instructors, rooms, live seats
- Quest Class SearchWhere you enrol
- Course outlinesSyllabi from past terms (UW login)
- UW FlowStudent ratings and reviews
- WClassesPast sections back to 2004, and who taught them
Calendar versions
Undergraduate Calendar
- 2021–22
- 2024–25
- 2025–26
- 2026–27 (shown here)
- 2019–20 and earlier on ucalendar