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.
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
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.
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.
- Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
- Career Prep Investment Banking and Equity Research, FP&A, Corporate Development
7 courses from beginner to intermediate level.01Optional
11 courses from beginner to intermediate level.02Required
Take 3 out of 11 courses at an advanced level.03Required
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.
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!
It is a very good course
Great upgrade to updated data and information to support researches and business transactions.