Investments and Data Analysis

The aim of this study program is to prepare modern specialists who combine knowledge of finance, IT technologies, and data analysis.
Students will learn from scratch how to use programming tools such as Python, R, and SQL in data analysis, as well as explore the applications of artificial intelligence in risk assessment and investment portfolio management.
They will gain knowledge enabling effective responses to changes in the digital and automated economy and the ability to create professional reports and investment recommendations based on real data.
The program will help develop competencies at the intersection of finance and data science, as well as analytical and strategic thinking skills — valued in the work of analysts, managers, and investment advisors.
Graduates will be prepared to work confidently with AI tools, optimize investment strategies, and make decisions in a dynamic market environment. Thanks to the qualifications gained, they will become sought-after specialists both on the domestic and international markets.
Classes are held approximately every two weeks: on Fridays (online) from 4:00 PM to 9:00 PM, and on Saturdays and Sundays from 8:00 AM to (at the latest) 6:00 PM.

A graduate of this programme will be able to work, among others, in:

• financial sector enterprises, such as banks, insurance companies, brokerage houses, and investment fund companies,

• private non-financial sector enterprises of various scales, including production, trade, and service companies,

• public sector institutions, such as government administration bodies and public sector organisations,

• specialised service entities, such as consulting firms or financial regulatory institutions (e.g. the Polish Financial Supervision Authority – KNF),

• as a self-employed entrepreneur.

Potential job positions include: Fund Manager, Head of Treasury Department, Finance Director/Manager, Stockbroker, Investment Advisor, Banking Analyst, Insurance Analyst, Reporting Analyst, Financial Analyst, among others.

A graduate of the second-cycle programme is prepared to undertake work requiring specialist qualifications (e.g. investment advisor, stockbroker, financial analyst, etc.). Upon passing the relevant national or international exams and completing the required practice, a graduate of the “Investment Advisory” programme may pursue licensed professions such as:

• Investment Advisor

• Stockbroker

• Certified Auditor

• Tax Advisor

• Insurance Agent or Broker

• Chartered Financial Analyst (CFA)

• Financial Risk Manager (FRM)

• Professional Risk Manager (PRM)

• Certified International Investment Analyst (CIIA)

• Chartered Alternative Investment Analyst (CAIA)

This programme also provides the knowledge and skills necessary to prepare for professional exams and certifications, such as:

• Investment Advisor

• Stockbroker

• Chartered Financial Analyst (CFA)

• Financial Risk Manager (FRM)

• Professional Risk Manager (PRM)

• Chartered Alternative Investment Analyst (CAIA)

Internships are not mandatory in the “Investment Advisory” programme, but the Career and Alumni Office of the Faculty of Management at the University of Warsaw offers support in finding internship, traineeship, and job opportunities.

During the course of study, it is possible to complete one or more semesters at another university as part of the ERASMUS+ programme.

A key strength of the program is the synergy between economic knowledge and IT skills, enabling accurate interpretation of financial phenomena and flexibility in the job market. The curriculum is based on learning through practice — projects, case studies, and data analysis. Classes are taught by both academic lecturers and industry practitioners who share up-to-date knowledge and experience, combining theory with the realities of the financial and non-financial sectors.

A graduate of this program will be able to work, among others, in:
• financial institutions such as brokerage houses, investment fund companies, insurance companies, banks (e.g., investment analyst, investment advisor, risk analyst);
• the data analysis sector (data analyst, business analyst);
• public sector institutions (e.g., government administration bodies);
• consulting firms;
• specialized service entities, such as advisory companies or financial regulatory institutions (e.g., the Polish Financial Supervision Authority – KNF).

A graduate of the second-cycle studies is prepared to perform work requiring specialized qualifications (e.g., stockbroker, senior specialist, financial advisor, investment advisor, etc.). After passing the appropriate national or international exams and completing relevant practical training, a graduate of the “Investments and Data Analysis” program will have the opportunity to perform licensed professions, such as:

• stockbroker,

• investment advisor;

• Chartered Financial Analyst (CFA) – Certified Financial Analyst;

• Financial Risk Manager (FRM) – certified specialist in financial risk management;

• Professional Risk Manager (PRM);

• insurance agent or broker.