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.
- 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.
- 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
8 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
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.
Refinitiv Workplace is so amazing tool, I highly recommend it
Great short course
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.
There are many more powerful applications within EIKON.