Capital IQ Fundamentals

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Level 2

Approx 2h to complete

100% online and self-paced

Subscribe to get access to FMVA® and other programs

From $497/year

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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

Become a certified Financial Modeling & Valuation Analyst (FMVA)®

Capital IQ Fundamentals is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 30 courses.

Financial Modeling & Valuation Analyst (FMVA)® Certification
  • Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
  • Career Prep Investment Banking and Equity Research, FP&A, Corporate Development

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.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

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

Capital IQ Course
Great Course from CFI focusing on the S&P Capital IQ Fundamentals. The course touches on the Industry roles that use Capital IQ incl: - Investment Banking - Equity Research - Investment Managment - Credit - Private Equity - Corporate It of course focuses on the core functions of Capital IQ, these being: 1. My Capital IQ 2. Companies 3. Research 4. Markets 5. Screening* This function in particular is very useful in terms of the insight it provides 6. Charting 7. Coverage 8. Projects 9. Portfolios 10 Plug-ins (Excel, PPT, etc) Can't wait to spend some more time on the Capital IQ platform!

Seth Langberg

Capital IQ Fundamentals
It is a very good course

Beza Kebede

Good Course
Good Course

aditi jajodia

Superb course indeed.
Great upgrade to updated data and information to support researches and business transactions.

Ritche Orven Flores

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