Refinitiv Workspace Fundamentals

Refinitiv Workspace Fundamentals Course Overview

This Refinitiv Workspace Fundamentals course highlights some of the key features and functions of the Refinitiv Workspace platform. You will learn how to create your own linked workspaces, how to check economic monitors, how to access company information such as financials and analyses. You will discover how to use the chart app to monitor stocks as well as apply technical analysis. 

Finally, you will learn the valuable Refinitiv Excel add-in where you will be able to access a selection of templates that can be filled with just a company ticker.

Modules explored: 

• Workspaces
• Economic Screens
• Company Information
• Comparative Analysis
• Chart App
• Excel Add-in

Refinitiv Workspace Fundamentals Learning Objectives

Upon completing this course, you will be able to:

• Navigate to various Economic Screens
• Find a wealth of  Company Information available on Refinitiv Workspace
• Utilize the Chart App to monitor stocks and apply technical analysis
• Use the Refinitiv Excel Add-in to access financial templates

Refinitiv Workspace Fundamentals 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 Fundamentals 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.