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

Capital IQ Fundamentals

Free Enroll For Free

Approx 2.0 hrs to complete


From $497.00
FMVA Self Study
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From $847.00
FMVA Full Immersion
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Path to Certification

Prerequisite Courses

8 courses from beginner to intermediate level.


Core Courses

11 courses from beginner to intermediate level.


Elective Courses

Take 3 out of 10 courses at an advanced level.


Get Certified

Submit your FMVA®️ checklist and order your certificate.


Join Our Community

Get access to the Global Corporate Finance Society.


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

Gayathree Ganesan
Capital IQ bootcamp
The Capital IQ fundamentals course is presented in easy to understand, short videos that detail every segment of the research tool and also provide perspective about how to use the research tool for persons with different purposes, for example, how to use it when you're an investment banker, project management, etc. It is extremely useful to understand and have a detailed idea about the tool.
Amy Vanderlind
5 stars
Loved it. Great information.
haroun yusuf amir
Mr Haroun Amir
The course was well structured, very precise, and easy to understand. It has been spread in reasonable chapters and made the learning process very enjoyable.
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Ahmed Maher Mohamed
Seth Langberg
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!
Suarpa Ketpreechasawat
Overall good explanation on the capitalIQ how to. Much easier to use to analyze data
Abhishek Mehta
Content is really innovative and inclusive of key parameters required for finance graduates. I really enjoyed taking this course and will continue to learn and take few more courses. Thank you!!
Anushri Soni
The training gives an insight of how to use the database and make use out of it during analysis.
Wong Keat Soon
A bit challenging when answering the question but interesting to learn this topic because this course guides and leads you on how to do investment analysis.
Macdonald Ossuetta
A very useful course on how to use Capital IQ.
Beutah Monyoncho
I good review of using Capital IQ database. I enjoyed the clues on how to go around it.
Siman Ilijas
This course is very helpful to learn about accessing the data of public listed companies.
Nigel Minezes
This course was the only tricky course wherein you need to drill down to each specific information that is covered in the course to answer the quiz
Lee Anselmo Blackman
The course gives you direct on hands training which is essential in today;s work place.
Justin Affleck Manoti
In-depth but not complicated to comprehend. loved the presentations they are up to date and realistic.
Khulkarkhon Nodirkhonova
I'm really enjoying all the courses you have!!!
Abhay Kumar Sinha
An excellent course designed to help enhance opportunities for self development.

Frequently Asked Questions

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FMVA® Financial Analyst Certification

Become a Financial Modeling and Valuation Analyst (FMVA)® by completing all required courses in accounting, finance, modeling, Excel, presentations, and strategy. From beginner to advanced courses you will have the complete training you need to become a world-class financial analyst.


From $497.00
FMVA Self Study
Buy Now
From $847.00
FMVA Full Immersion
Buy Now