Forge
Quantify - Financial Data Analysis Course
Learn how to invest using financial modeling and data analysis in Excel and Python.
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  • 1) Course Overview
    Discover what you'll learn in Quantify. Learn more ↓
  • 2) Meet Your Instructors
    Get to know your guide to all things finance. Learn more ↓
  • 3) Extra Perks
    Explore Forge student perks. Learn more ↓
  • 4) All the Details
    Learn about dates, deadlines, and pricing. Learn more ↓
Course Overview
Learn how to leverage financial data to gain insights into companies and stocks
In Quantify, you'll learn how to create financial models, like DCFs and Comparative Analyses, for a given company or industry based on their financial reports. You'll also learn how to analyze a company's previous stock data, create visualizations and glean insights about future price trajectories.

Through case studies of companies and hands-on work with Excel and Python, you'll learn the process of the data driven aspect of analyzing a company and communicate your findings through pitches.

This course is designed for students who have at least some experience with coding. An understanding of the basics of Python is helpful, but not required (CS 1110, Node/Lite, Source/Lite, or similar).
Skills You'll Learn
Financial Modeling & Analysis
Using Python and Excel to create discounted cash flows (DCFs)
Data Analysis & Visualization
Using Python
to perform comparative analysis and risk reward management
Foundational Accounting and Finance
Finish with an Stock pitch
As a final project, you'll pitch a company of choice to invest in using a comparative analysis model, DCF and data analysis and visualization on historical stock data.

This course is designed for students who have some experience with coding. An understanding of the basics of Python is helpful, but not required (CS 1110, Node/Lite, Source/Lite, or similar). If you're new to coding, check out Source Lite or Node Lite!

Meet Your Instructors
Ashley Luk
Ashley will be the instructor for Quantify, focusing on analyzing financial data through financial reports and models to gain insight on the company and stocks this spring.

Last fall, she was the Quantify Program Coordinator, after she completed the course the previous semester. Her hobbies include baking, pottery, and exploring new subjects through podcasts!


Joining the Forge Community
At Forge, we give our people the skills they need to realize their big ideas and a community they can call home. Our courses are a great place to get to know our community, make new friends, and prepare for your future. All of our students get access to exclusive perks and opportunities beyond whatever course they're taking:
  • Free access to all of our member events
  • Exclusive community events and jobs
  • Opportunities for (sometimes paid!) projects to practice your new skills
  • Priority applications for Launch summer internship program
Explore more about the Forge community experience.
Dates, Deadlines, and Tuition
  • Spring 2023 Workshop Schedule
    Quantify meets in our clubhouse in Charlottesville, every Sunday from 1-2:30pm

    This course starts the week of February 20 and continues for 8 weeks.
  • Time Commitment
    Courses expect a 3-4
    hour/week commitment. Outside of the 75 minutes in your workshop meeting time, you can expect to meet with your instructor weekly for labs (at flexible times) and to spend some time working with your classmates on projects.
  • Application Process and Deadlines
    Spring 2022 are open now.
$135 Course Fee
This is less than a twelfth of the average cost of a college course*. We also offer reduced payment options on a needs-basis, no questions asked. See below for more information on our financial aid.

*EducationData.org
We are committed to making our courses accessible to all. We reduce or eliminate the program fee to all students who need it, no questions asked. Our aim is to enable everyone who wants to learn and join the Forge community. This is made possible by $20,000 in generous donations from our alumni network each year.

15% of students receive financial aid from Forge. 54% of aid goes to first-generation college students, and 80% of aid goes to people of color.
"It's been very interesting to see fintech's growth in recent years. Our goal is to give students the knowledge of the older investing principles and combine it with the newer, technology-based, trading strategies."

- Harry, Previous Quantify Program Lead
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