Refinitiv Workspace EssentialsEnroll For Free
Approx 1h to complete
100% online and self-paced
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.
- Refinitiv Workspace Overview
- Home App
- Company Analysis
- Chart App
- World Clock & Interactive Map
- Creating a Workspace
- 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.
- 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
5 courses from beginner to intermediate level.01Optional
7 courses from beginner to intermediate level.02Required
16 courses in advanced and intermediate levels.03Required
Submit your CMSA® checklist and order your certificate.04Required
Join Our Community
Get access to the Global Corporate Finance Society.05Optional
How the Certification Works
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.
Great short course
Bundle of information available for decision making.
Muhammad Allauddin Bari
Refinitiv Workplace is so amazing tool, I highly recommend it