Let Us Take You By The Hand and Transform You Into an Investment Analytics Expert…

Certified R-Specialist in Investment Analytics (CRSIA)™ Training Course

How to Create These Interactive Charts, Reports & Dashboards Automatically

Why Take the Stairs When You Can Take an Elevator?

Certified R-Specialist in Investment Analytics (CRSIA)™

The current way of compiling data and generating investment reports is like walking up the stairs of a 100-storey skyscraper.

With the software program “R (R Studio)”, it’s like taking a high-speed elevator/lift to the top.

Does this sound familiar? 

You walk into work with your cup of coffee at hand, you turn on your Bloomberg terminal (or whatever data service you use) and you start entering in Bloomberg codes (like TOP, WB, WEI, WF, BTMM, etc) for a summary of the market and your portfolios.

This might take you some 10-20 minutes.

You might remember a handful of codes you check on a regular basis but if you had to check for something new it takes you even longer to find the information you’re looking for.

Or maybe you work in the back office and you’re responsible for compiling data and generating reports for the Investment & Fund Managers. It’s a grueling and tedious task.

Just imagine if you had to deal with 10,000 data paths! You’re saying to yourself, “…there must be a better way to do this?

Well, guess what? There IS a better and faster way…

…and that’s exactly what we show you with the Certified R-Specialist in Investment Analytics (CRSIA)™ training.

We currently do not offer this course/certification anymore. However, we suggest visiting our partner Datacamp, and their Applied Finance in R track.

Have a question? Email us at: [email protected]

Excellent trainer, knows his stuff and delivers the materials perfectly.

Research & Data Analyst – Group Asset Research, ValueCap

Imagine This…

You walk into work with your cup of coffee in hand, sit down at your desk and there waiting on your desk OR on your computer screen…

…are ALL the reports (including sophisticated interactive graphs and charts) updated with the LATEST market data and portfolio (risk) analysis.

All of this updated and done while you slept

…and all the work it took you was to write just ONE line of code (which we’ll show you how to do).

While others are slaving away with the Excel spreadsheets and cringing when someone asks you to generate another report with different parameters (meaning another 16-18 hour work day)…

…you just smile and knock out one to two lines of code and VOILA!

Advanced charts, graphs, data points with the ability to export into an interactive presentation AND set different parameters and conditions in a FRACTION of the time it would normally take. All in line with the dashboards you also have access to, built with the same toolset!

Why spend large amounts of dollars for different software packages that can’t even be integrated into one if you can capture everything with one platform for free!

With this new found skill, you find it so much easier to:

  • Visually see trends where you never could before
  • Automate a large portions of tedious work
  • You’ll know which clients to call up from quick look at your automated reports
  • You walk away from this training not just with a certification, but also a tangible R-Project that reduces a time-consuming task in your current job that you may implement and use immediately!
  • And best of all? The software that helps you achieve all of this costs you (and your company)…NOTHING!

Wait…Programming and Code? I’m no programmer!

I know, just seeing the words “Programming” and “Coding”, you may be feeling a bit jittery.

But don’t worry, because this training is built for anyone …even without any coding experience or knowledge to become adept at using the R software.

And because so many people will see this and run the other way, it means if you have these skills, you are going to be in HIGH demand.

We currently do not offer this course/certification anymore. However, we suggest visiting our partner Datacamp, and their Applied Finance in R track.

Have a question? Email us at: [email protected]

Why Ethan Hathaway?

There are LOTS of training providers in the market, so why choose Ethan Hathaway?

Ethan Hathaway has established itself as a reputable training partner for over a decade to top companies all over the world.

Our philosophy is to make YOU as valuable as can be both in your career and your employer.

Ethan Hathaway is also a British Accreditation Council (BAC) accredited international Centre.

To become BAC accredited, we undergo a rigorous inspection and assessment to show our devotion and commitment to ensuring we provide YOU with a quality training result.

Not many other training providers can say they have gone through this process or commitment.

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Accredited By

BAC AccreditedEthan Hathaway is accredited by the British Accreditation Council for Independent Further and Higher Education as an International Centre.

Why Should You Get Certified?

If you’re an individual…

…this certification gives you a leg up on the competition.

Unlike any other Investment Analyst, you’ll have a certificate AND badge to prove your Investment Analytics expertise from a source that is trusted by global businesses – which is what REALLY counts.

More importantly, it will make you a better Investment & Analytics Professional.

So, if you want to:

  • Move up the ladder in your career (or start/change careers)
  • Have something tangible to show your dedication in your own self-development
  • Add new skills to your toolset to leave your competition behind and step up the ladder in pay grade…

…this course and certification is for you.

If you’re a Investment/Fund Manager or Managing Director…

…there’s a chance you don’t need to get certified, but…

…your team should get certified.

Why certify your team? Here’s a few good reasons:

  • Improve your reputation as an employer for being a great place to work because you invest in your staff development
  • Have peace of mind your Investment Analysts have a standardised level of skills and competency.

If you’re taking the course for yourself, there’s no obligation to get certified, you can also just take the course itself.

Either way, this training gives you value for a crucial part of your business.

  • Agenda highlights
  • Who should enroll
  • Reviews

Certified R-Specialist in Investment Analytics Course Highlights

  • Fundamentals of Open Source Software
    • Introduction to R
    • Utilizing the power of R
  • Data Visualization & Automated Market Reports
    • Data Visualization for Financial Markets
    • Interactive Charts and Tables
    • Introduction to Automated Reports – Rmarkdown
    • How to create your own market report
  • Technical Analysis and Algorithmic Trading
    • Technical Analysis with R
    • Introduction to Back-Testing Technical Indicators
    • Running an Optimization Algorithm for Back-Testing
    • How to create a back-test report on your own algorithm
  • Calculating the Efficient Frontier, running a back-test & using Monte Carlo
    • Efficient Frontiers
    • Back-Testing Efficient Frontiers
    • Set-Up for a Monte Carlo simulation for Efficient Frontier strategies with an Economic Scenario Generator
    • How to create the set-up for a robo adviser
  • Derivatives
    • Derivatives
    • Fundamental Stock Analysis
  • Assessment Project

***Download the course information booklet for the FULL details of what’s covered.***

What You Need to Bring:


You will need to bring a laptop computer to perform all the course exercises.

Certification Assessment:

You will be asked to bring along a relevant time-consuming task you currently face in your job – this is the basis of your certification assessment.

You will create a new R-project from scratch that reduces the time used for this task so you also walk away with a tangible, usable project that may be implemented immediately.

*If your certification project involves confidential/sensitive data/information, non-disclosure agreements may be made with the Instructor.

You are not required to share any of this confidential/sensitive data with others. The instructor will only evaluate the end product and not the data sources (unless given permission).

We currently do not offer this course/certification anymore. However, we suggest visiting our partner Datacamp, and their Applied Finance in R track.

Have a question? Email us at: [email protected]

What else do you get from this workshop?

This is a hands-on / full immersion training that gives you a solid foundation in all aspects of investment analytics with the open source software R, one of the fastest growing open source communities worldwide. Due to the highly practical and hands-on nature of this course, we’ve limited the intake to just TWELVE people.

You gain skills in:

  • Technical Analysis
  • Fundamental Analysis
  • the CAPM model
  • Algorithmic trading and Derivatives pricing within this framework
  • You will perform back-testing for algorithmic trading
  • Discover how to build your own Robo-Advisor platform
  • Data Visualization since it is a key component of everyday analytics, including dynamic charts.
  • How to create automated end of day market reports with dynamic graphics, tables, risk-dashboards and stock screeners
  • You are getting a 2 for 1 course where you learn coding from the ground up AND learn the advanced Investments Analytics skillset.

What You Get with the Live Course

Expert Coaching

You get 5-full days of expert coaching and get answers to your specific questions valued at $30,000.00

Reference Pack

Course notes, slide decks and resources for your future reference.
(value of $200.00)

Meet Your Peers

Meet other professionals from around the world in an intimate setting so you can make REAL connections unlike that of a large-scale event (value $$495.00)

Limited to 12 Seats Only

Most courses pack in as many people as possible (how many have you seen actually tell you the exact number seats are available?), but ours is strictly limited to a maximum of 12 people – so you get high-level & personalised attention

Private Discussion Group

You’ll be invited to join our private members-only professional group on LinkedIn (value $479.64)

Certificate of Completion

After completing the training, you receive a gold-embossed Ethan Hathaway certificate of completion to mark your achievement.

Post-Training Remote Coaching Session

All delegates are eligible for a FREE 1-hour remote follow-up coaching session with the Instructor within 30-days of the completion of the course. (Value of $750)

If you successfully complete the Certification Exam, you also receive:

Certified R-Specialist in Investment Analytics (CRSIA)™

Digital CRSIA™ Badge

This digital badge designates you as a Certified R-Specialist in Investment Analytics (CRSIA)™, which you may use on business cards, resumes, LinkedIn profiles, website profiles, email signatures and more.

To continue using your badge, you must renew your membership certification each year.


In addition to the Certificate of Completion for the course in general, if you successfully pass the Certification exam, you also receive a CRSIA™ Certificate to mark your achievement.

Data Science & Analytics Membership Access

As part of your successful certification, you also receive a full year's access to the Data Science & Analytics Membership to help you keep up-to-date on the industry issues.

You receive free access as long as you renew your membership fee and CRSIA™ status.

Members Only Discounts

In order to keep your status as a CRSIA™ in good standing, you need to regularly take Continuing Professional Development courses.

You will be eligible for members only discounts for Ethan Hathaway events and courses to help keep up with your requirements.

Total Value You Receive From This Course Is $32,284.28

Just 12 Seats...

…the live course is limited to only 12 seats and we send out an announcement of this course to our internal list of 97,439 contacts in our database (this doesn’t even include new contacts we add to our list through external advertising & promotions too).

Available for In-House Training

There are currently no scheduled public sessions for this training, however, it is available as an in-house training.

Request an in-house training proposal below or learn more about In-House Training

Frequently Asked Questions

Click Here for Answers to Frequently Asked Questions (FAQ)

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