Automating SEC Financial Data Analysis With Python (A BVR and CBV Collaboration)
BVR's Webinar Series
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Featuring
Summary
Finance professionals and business valuation specialists are increasingly asked to do more with less, especially when it comes to data. Programming with Python can bridge that gap.
We’ll start with the basics of Python so beginners can follow along. Then, we’ll show you step by step how to download and process public SEC data.
By the end of this session, you’ll have practical tools to improve your workflows and make sense of financial data using Python. Plus, you’ll walk away with a hands-on guide to use Python for other tasks as well.
Program Agenda
- Introduction to Python fundamentals, including data manipulation;
- XBRL overview;
- Downloading SEC datasets; and
- Processing and analyzing XBRL data.
Learning Objectives
- Understand the basics of Python and its applications in financial data analysis;
- Learn how to download and process SEC XBRL datasets using Python;
- Develop skills in data processing and manipulation to analyze financial data effectively; and
- Learn to apply Python independently for other financial analysis tasks.
Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual.
Any additional listeners requesting CPE must be registered prior to the event, log in on their own connection, and pay a processing fee assessed at the completion of the online CPE survey for this course.
CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging
into BVR's website (for subscribers to BVR's Training Series).
CPE Information
- Prerequisites: Knowledge of Business Valuation
- Program Level: Advanced
- Preparation Required: None
- Delivery Method: Group Internet-Based
- Recommended CPE: 2.0 Credit Hours (Accounting – Technical)
Business Valuation Resources is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of
continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on
the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National
Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor
Every webinar includes periodic online polling questions to assess continuous participation. Attendees must respond to all polling
questions during the webinar to be awarded NASBA-qualified CPE. Attendees that respond to all polling questions and complete a survey
will be verified and emailed a CPE certificate within 5-7 business days.
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with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.