Refinitiv Workspace Fundamentals

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Level 1

Approx 1h to complete

100% online and self-paced

Subscribe to get access to CMSA® and other programs

From $497/year

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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.

Become a certified Capital Markets & Securities Analyst (CMSA)®

Refinitiv Workspace Fundamentals is part of the All Capital Markets & Securities Analyst (CMSA)® courses, which includes 29 courses.

Capital Markets & Securities Analyst (CMSA)® Certification
  • 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

8 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.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

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

Sima Taherian

Great course
Great short course


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

Very educative in a nutshell!
There are many more powerful applications within EIKON.

Shabaaz Khan

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