Refinitiv Workspace Essentials

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Beginner level

Approx 1h to complete

100% online and self-paced


From $497.00
Self-Study Capital Markets & Securities Analyst (CMSA)®
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Refinitiv Workspace Essentials Course Overview

This Refinitiv Workspace Essentials course highlights some of the key features and functions of the Refinitiv Workspace. You will learn how to create your own workspaces, how to access company information such as financials and estimates, and how to monitor stocks using the chart app.

You will also learn various functions within different asset classes such as commodities, fixed income, and foreign exchange, and the valuable Thomson Reuters Excel add-in where you will have access to a selection of templates that can be filled with just a company ticker.

Modules explored: 

  • Refinitiv Workspace Overview
  • Home App
  • Company Analysis
  • Chart App
  • World Clock & Interactive Map
  • Creating a Workspace
  • Commodities
  • Fixed Income
  • Foreign Exchange
  • Excel Add-In

Refinitiv Workspace Essentials Learning Objectives

Upon completing this course, you will be able to:

  • Navigate Refinitiv Workspace effectively
  • Understand how to access a variety of apps within the program
  • Design charts using the chart app
  • Create your own customized workspaces
  • Identify various functions for different asset classes
  • Gain key company information to help aid analysis

Refinitiv Workspace Essentials Is a Prep Course of CFI’s CMSA® Program

CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.

Who Should Take This CMSA® Course?

This Refinitiv Workspace Essentials course is ideal for anyone keen on learning how to effectively use Refinitiv Workspace to help with researching, monitoring, and analyzing an array of asset classes. The Refinitiv Workspace platform is used by institutions and other various players within the capital markets, so it is crucial to understand how the program works to gain an edge on the competition.

Get the course in a bundle

Refinitiv Workspace Essentials is part of the All Capital Markets & Securities Analyst (CMSA)® courses, which includes 28 courses.

All Capital Markets & Securities Analyst (CMSA)® Courses
Starts at $497
Learn More
  • All 28 CMSA® courses
  • Skills Learned Trading strategies used in the finance and capital markets
  • Career Prep Work in capital markets, whether on the buy-side or the sell-side

Path To Certification

Prep Courses

5 courses from beginner to intermediate level.


Core Courses

7 courses from beginner to intermediate level.


Elective Courses

16 courses in advanced and intermediate levels.


Get Certified

Submit your CMSA® checklist and order your certificate.

CMSA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.


How the Certification Works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.
Students must complete all core and 7 elective courses (13 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 (CMSA)® Certification will be emailed to you.

What Our Students Say

Refinitiv Workspace Essentials
The course is very detailed. It gave me a good idea of Eikon and the powerful tools it has that can be used in a lot of ways.

Wetsho Bonang

Great course
Great short course


Access of information and insights
Bundle of information available for decision making.

Muhammad Allauddin Bari

Refinitiv Workplace
Refinitiv Workplace is so amazing tool, I highly recommend it

Sima Taherian

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Frequently Asked Questions

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