Capital IQ Fundamentals

Free
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Beginner level

Approx 2h to complete

100% online and self-paced

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Overview

Capital IQ Fundamentals Course Overview

CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P).  The platform is widely used in many areas of corporate finance, including investment banking, equity research, investment management, private equity, and more. This course consists of detailed screen demonstrations of the CapIQ functions and features frequently used by financial analysts in conducting research, analysis, and valuation on private and public companies. This course also shows you how to utilize the CapIQ Excel plug-in in your day-to-day company analysis and valuation.


CapIQ Company Financials


Capital IQ Fundamentals Learning Objectives

Upon completing this course, you will be able to:

  • Navigate the Capital IQ platform and customize your own dashboard
  • Explore the commonly used functions including Companies, Research, Markets, Screening, Charting, Coverage, Projects, and Portfolios
  • Learn how to download the Capital IQ Excel plug-in and use the built-in templates and formula builder


CapIQ Excel Plug-in Template


Capital IQ Fundamentals is a Prep Course of CFI’s FMVA® Program

CFI’s Financial Modeling & Valuation Analyst (FMVA)® Program covers a critical body of knowledge that is necessary to become a world-class financial analyst, including financial analysis, financial modeling, valuation, dashboards, and data visualization. This program is designed in a practical and comprehensive way to help students grasp the in-demand industry knowledge and close the skills gap. 


CapIQ Transaction Screening


Who Should Take This FMVA® Course?

This Capital IQ Fundamentals course walks through the most commonly used functions of the Capital IQ platform by finance professionals. Anyone who would like to start a career in investment banking, financial planning and analysis (FP&A), corporate development, equity research, and other areas of corporate finance should take this course to learn about the tips and tricks of using the platform in obtaining financial information and performing analysis.


CapIQ M&A Transactions

Get the course in a bundle

Capital IQ Fundamentals

Financial Modeling & Valuation Analyst (FMVA)® Certification
Starts at $497
Learn More
  • All 30 FMVA® courses
  • Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
  • Career Prep Investment Banking and Equity Research, FP&A, Corporate Development
Starts at $497
Learn More

Path To Certification

Prerequisite Courses

7 courses from beginner to intermediate level.

01Optional

Core Courses

11 courses from beginner to intermediate level.

02Required

Elective Courses

Take 3 out of 11 courses at an advanced level.

03Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What Our Students Say

Excellent & Important Course
In the real world you will use this kind of technology to fulfill required research, so this was a great course for that purpose.

Will Kingsbury

Capital IQ Fundamentals
Course was very interesting. I hope I could have free trial, I could learn about Capital IQ in a more crystal way. Nevertheless, its all about practicing and experience. If in future, I got to deal with Capital IQ, the first thing to come as a memory is CFIs Capital IQ course.

Himanshu Soni

CAPITAL IQ COURSE
The course is so challenging and encouraging. It helps in understanding the basics of the capital market analysis

SILAS MURAMBIWA

Fundamentals of credit
Good

Shiva Goutham

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Frequently Asked Questions

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