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.
What You'll Learn
Path to Certification
8 courses from beginner to intermediate level.01Optional
11 courses from beginner to intermediate level.02Required
Take 3 out of 10 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
What Our Students Say
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.
Loved it. Great information.
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.
Frequently Asked Questions
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.