Name: Capital IQ Fundamentals
Availability: InStock
Rating: 4.92 (1296 reviews)

Capital IQ Fundamentals

Overview

Capital IQ Fundamentals Course Overview

CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P). The platform is widely used in many areas of corporate finance, including investment banking, equity research, investment management, private equity, and more. This course consists of detailed screen demonstrations of the CapIQ functions and features frequently used by financial analysts in conducting research, analysis, and valuation of private and public companies. This course also shows you how to utilize the CapIQ Excel plug-in in your day-to-day company analysis and valuation.

Capital IQ Fundamentals Learning Objectives

Upon completing this course, you will be able to:

Navigate the Capital IQ platform and customize your dashboard
Explore the commonly used functions, including Companies, Research, Markets, Screening, Charting, Coverage, Projects, and Portfolios
Learn how to download the Capital IQ Excel plug-in and use the built-in templates and formula builder

Who should take this course?

This Capital IQ Fundamentals course walks through the most commonly used functions of the Capital IQ platform by finance professionals. Anyone who would like to start a career in investment banking, financial planning and analysis (FP&A), corporate development, equity research, and other areas of corporate finance should take this course to learn about the tips and tricks of using the platform in obtaining financial information and performing analysis.

Prerequisite Courses

Recommended courses to complete before taking this course.

Introduction to Capital Markets

Prerequisite Skills

Recommended skills to have before taking this course.

Basic Math
Basic computer skills
Basic statistics

What You'll Learn

Lesson

Multimedia

Exams

Files

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

What Our Members Say

Great course

This is just the perfect introduction to Capital IQ.

Holiness Ihedinma Onyemaechi

Lovely

Challenging module for me but got to learn a lot from my faults

NYEKO HASHIM

Awesome

ALX has a great course lineup

Charles Appiah

Interesting

Enjoyed every bit of it

Rashidat Hassan

GREAT EXPERIENCE

IT NEEDS TIME AND DEDICATION

siphathisiwe Melody Dube

Capital IQ Fundamentals

Great Learning Platform.

Kepher Ogalo

Wonderful experience so far

Excellent coaching style

NdianaAbasi Okokon

WIP

IT WILL BE BETTER GRASPED WITH ACCESS TO THE CAPITAL IQ APP

Prisca Chukwujim

I had a nice experience

Thank you for the Capital IQ course

John Fynn

INFORMATIVE

AMAZING JOURNEY WITH CFI

Mercy Nonyelu

new and nice software

try to include for basic subscription also

Muhammedreshid Menza

I have learned a lot.

the lesson was very interesting and has helped me to understand the powerful tool that is Capital Iq.

Daniel Worku

perfect

This is a good experience

Blessing Muchirewesi

Amazing

It's quite informative and skillful

Rachel Mumo

great

I learnt the hard way

Steven Boakye Donkor

Great learning Capital IQ

I really enjoyed learning this for the first time

Gabriel Azu

Beautiful

I recommend this course

Aishat Wale Salako

great

great challenging course especially without the plugin

Elizabeth Macharia

Kudos to CFI

It is a very nice tool that will really come in handy in financial analysis.

Obiaku Onyema

It has been Enlightening through this learning experience

I am glad i am part of this life transforming journey on a career path with CFI

Benedict Daniel

Very educative and easy to grasp with stimulating visual representation

Stanley Olejeme

Intensed

it was an intensed course and journey

Abbas Umar Ogirima

Great experience

Keep up the good work

Genet Melkamu Chane

Fantastic

i love the course, i have learnt a lot

Vitalis Akumu

Great

Great learning experience.

Kelvin Akpesiri Offe

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Capital IQ Fundamentals

Capital IQ Fundamentals Course Overview

Capital IQ Fundamentals Learning Objectives

Who should take this course?

What You'll Learn

Introduction

My Capital IQ

Companies

Markets

Screening

Charting, Coverage, Projects, Portfolios

Excel Plug-in

Conclusion

Qualified Assessment

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

What Our Members Say

Holiness Ihedinma Onyemaechi

NYEKO HASHIM

Charles Appiah

Rashidat Hassan

siphathisiwe Melody Dube

Kepher Ogalo

NdianaAbasi Okokon

Prisca Chukwujim

John Fynn

Mercy Nonyelu

Muhammedreshid Menza

Daniel Worku

Blessing Muchirewesi

Rachel Mumo

Steven Boakye Donkor

Gabriel Azu

Aishat Wale Salako

Elizabeth Macharia

Obiaku Onyema

Benedict Daniel

Stanley Olejeme

Abbas Umar Ogirima

Genet Melkamu Chane

Vitalis Akumu

Kelvin Akpesiri Offe

Frequently Asked Questions