Name: Capital IQ Fundamentals
Rating: 4.85 (1273 reviews)

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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.

Capital IQ Fundamentals

Led by Tim Vipond

Get Started Enroll For Free

Level 2

Approx 2h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Free Trial Access to Capital IQ

Download Course Presentation

My Capital IQ

Dashboard Overview

Customizing Dashboard

My Capital IQ - Alerts

My Capital IQ - Financials Glossary

My Capital IQ - Settings

Companies

Companies - Profile

Companies - Financials

Companies - Multiples, Ratios, Supplemental, Industry, Segments

Companies - Capital IQ Estimates

Markets

Markets - Industry Analysis

Markets - M&A

Markets - Commodities

Markets - Capital Raising

Markets - Interest Rates

Midway Check-In

Screening

Screening - Companies

Screening - Company Screening Results

Screening - Transactions

Screening - Transaction Screening Results

Screening - Idea Generation

Charting, Coverage, Projects, Portfolios

Charting - Chart Builder

Charting - Excel Export

Coverage and Projects

Portfolios

Excel Plug-in

Excel Plug-in - Standard Financials Template

Excel Plug-in - WACC Template

Excel Plug-in - DCF Template

Excel Plug-in - One Page Company Tearsheet Template

Excel Plug-in - Formula Builder

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

Capital IQ Fundamentals is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 41 courses.

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

Learn More

What our students say

Excelent introduction to Capital IQ
This course allowed me to dive into Capital IQ for the first time. I never used this program before, but the course was really intuitive and by the end you understand how the program works overall, and in no time!

Edwin Keff Bello

A new and amazing experience
It´s a excellent and detailed course.

Anthony Alexis Méndez Cruz

Great introduction to an important Work Tool
A position that requires the use of CapIQ usually provides training as well. CFI's introductory course on the subject makes it a noticeable perk before even joining the position to recruiters.

Amiy Mallik

some courses need more explanations and facilities and exams like capital IQ

Mariam Yasser

What a Great Opportunity
Mind opening in light of how diverse and important financial analysis is in the corporate world and FMVA equips you with just what you need to excel and be top tier in that particular field.

Wasamunu Sinjala

so nice
i say its for every one; all sectors are involved

fotaw chambeng vivian

The free course will let you know about Capital IQ and provide a free certificate which help to boost your knowledge and CV. And people in investment banking and Equity research should do this

Akash Kumar

Perfect
Capital IQ is such a powerful tool for every finance professional.

Pelesa Molefi

CFI's Capital IQ Fundamentals User-friendly course for mastering financial software
Capital IQ Fundamentals by CFI is a great course for anyone looking to gain a fundamental understanding of the software. The course is informative and user-friendly, making it easy to grasp the concepts

VINAYAK HALAPETI

Very insightful
I found this course to be very insightful. An introduction into a one-stop shop for a lot of data you would need as a financial analyst

Seyitan Teidi

Very Insightful
The course is engaging and insightful

Felix Odhiambo holder of ID Number 37164048

I had a very great learning experience
I will always recommend CFI to people

Monisola Alabi

Excellent experience.
Excellent experience.

Adeel Saleem

Superb and well simplified course
Great self-paced content

ogundele victor

An Awesome feeling
It is awesome Learning new skills and knowledge from CFI industry leaders.

Joseph Khaemba

Excellent Learning Course
It was very user-friendly and I am now stoked to utilize the software.

Justin Culebro

The course is sufficient for the fundamental stage
The course is sufficient for the fundamental stage

Saifeldeen El Shaikh

I've learned so much in a couple hours, I wish I had taken this course years ago.

stephen sherry

Brilliant
I love the course content as it well explains how to use macro data

ODONG ISAIAH

Great course
This is a good two hour course for finance professionals

Joel Odemu

Excellent
I learned a lot from this program, thank you ALX and CFI

IBRAHIM ABDULAZEEZ

very engaging
i am grateful for the opportunity.

Michael S O Okinyo

Nice Course....
Such a nice course to get an overview of such a nice analytical tools...

Md Abdus Samad

Just fantastic
I really thanks cfi for providing me all this.

Quadri Adediran

the for to in at when do did
did do to in at when for the what

Devil Daeth

Informative
I got to learn how to use the CapIQ program.

Ngozi Forward

The Power of CapIQ revealed!
The Power of CapIQ exposed.

KENNEDY ISI

Insightful!
I have learnt new things concerning financial capital fundamentals. It is exciting and a new adventure for me.

Tamara Gunde

videos
short and straight foward

MELISSA MUSHORE

challenging
the course only have pictures. some explanations would be useful

DENNIS GITAU

Cool
inspiring for analyst

Daniel Ilimezekhe

nice
the seemingly easy topics might prove to be the most challenging

SUSAN MUCHIRI

Fantastic
New knowledge worth of knowing.

Alexandre Mugabo

T'was Just okay
I won't say i found it easy, t'was quite the a lot to be exposed to in a short time

Stephen Osei-Manu

Amazing course
Capital IQ fundamentals completed. Onto the next!

Sulaimon Qudus Olanrewaju

Informative
The course was very informative

lenson kisia

Easy to Understand
I like how the lecturer uses language thats easy to grasp and understand instead of using complex terms, it really helps a lot, even someone with zero knowledge of Finance can understand concepts.

Aobakwe Motlokwa

Educating
The best online class

Adebola Adebiyi

Very insightful course
The course gives insight about Capital IQ database

Margaret Wanjiru Mwangi

Awesome
Great learning experience

Charles Awematu Azakem

Amazing experience
Everything was to a high standard.

Makwena Machaba

Excellent
This has been a good journey

Richard Lusayo Matengele

Content
A lot can be learned from the courses because the information is delivered clearly, making it easy to understand and follow.

Jude Eric Pantinople

good
interesting course to do

Mathias Dinala

Best tool ever
I enjoyed the course

Kyagulanyi Francis

great
nice experience and clarity

Christopher Osei Amoasi

Learning with fun through videos, posted reading materials and practice exercises
This is a program you all have to join to have an idea of financial modeling

Eric Ayamba

My experience on capital IQ is highly intellectually demanding
Always refer to videos for proper understanding

Kamsiyochukwu Orji

Good
It is a challenging course but it's good

Whitney Flora Arthur

Amazing
It has been an awesome and interactive course.

Nelly Naimasia

Awesome
I had not done finance or accounting but the content here is quite sufficient and informative

Mary Mbithe Muli

Challenging but worth it
Challenging but worth it

Oyindamola Abiri

A great powerful too Cap IQ is
I wish I had access to capital IQ as an ALX cohort member, its a great tool

Pule Molise

GOOD
Helped to get a basic idea about capital IQ and its uses.

PK Abhijith

Provide credentials without subscribing.

James Nyakundi

Very informative
This course was very educative and well explained.

Soliana Berhe

It's a positive experience

Valentine Gomez

Great Resource
Great lessons covering the essential basics of Capital IQ functionality

Rowan Murray

interesting
The course is an eye-opener

Adebunmi Arije

it was great
great course to understand some concept of capital iq

Hossam Hassan

Capital IQ Fundamentals
I had insightful knowledge on how CAPIQ helps investment bankers and analysts generated vital financial information

Emmanuel Essiah

Very eye opening
Lot's of information packed into this course

Amos Long'al

CapitalIQ is a powerful tool definitely to any financial analyst.

Amira Talaat

Glitch free
straight to the point

Onele Chiamaka Precious Alieze

CAPITAL IQ FUNDAMENTAL
GREAT SLIDES TO LEARN WITH

Elekwa Uzoamaka Joyce

Interesting Course
I love taking this course.

Isaac Kwesi Arkroway

Comprehensive
Everything taught is easy to understand.

Rudolf Nutor

very good
easy but challenging at the same time

Richard Abiero

It was difficult because I wasn't able to access the capital IQ space
It was difficult passing but was worth it afterall

Hafsah Olufunmi

Great Content
Thanks for the information

Emmanuel Mensah

great and challenging
looking at the content, this is no easy task . Requires time and proper dedication

Wisdom Masiwa

Great
Great learning experience.

Kelvin Akpesiri Offe

Great experience
Keep up the good work

Genet Melkamu Chane

it was an intensed course and journey

Abbas Umar Ogirima

Very educative and easy to grasp with stimulating visual representation
Very educative and easy to grasp with stimulating visual representation

Stanley Olejeme

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

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

Obiaku Onyema

great
great challenging course especially without the plugin

Elizabeth Macharia

Beautiful
I recommend this course

Aishat Wale Salako

Great learning Capital IQ
I really enjoyed learning this for the first time

Gabriel Azu

great
I learnt the hard way

Steven Boakye Donkor

Amazing
It's quite informative and skillful

Rachel Mumo

perfect
This is a good experience

Blessing Muchirewesi

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

new and nice software
try to include for basic subscription also

Muhammedreshid Menza

INFORMATIVE
AMAZING JOURNEY WITH CFI

Mercy Nonyelu

I had a nice experience
Thank you for the Capital IQ course

John Fynn

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

Prisca Chukwujim

Wonderful experience so far
Excellent coaching style

NdianaAbasi Okokon

Capital IQ Fundamentals
Great Learning Platform.

Kepher Ogalo

GREAT EXPERIENCE
IT NEEDS TIME AND DEDICATION

siphathisiwe Melody Dube

Interesting
Enjoyed every bit of it

Rashidat Hassan

Lovely
Challenging module for me but got to learn alot from my faults

NYEKO HASHIM

Great course.
This just the perfect introduction to capital IQ.

Holiness Ihedinma Onyemaechi

Capital IQ fundamentals
I enjoyed the session but was faced with the challenge of practicing what i am being thought on the capIQ fundamental because I do not have access to the two months free trial capIQ platform.

Oluwayemisi Adeyemi

Great knowledge received
Course is simplified

Robert Nii Ayikwei Okine

Great knowledge received
Course is simplified

Robert Nii Ayikwei Okine

Fantastic

Vitalis Akumu

Impressive

Olumuyiwa Bejide

Awesome

Charles Appiah

Frequently asked questions

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.

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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.