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 on 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.
Upon completing this course, you will be able to:
CFI’s Financial Modeling & Valuation Analyst (FMVA)® Program covers a critical body of knowledge that is necessary to become a world-class financial analyst, including financial analysis, financial modeling, valuation, dashboards, and data visualization. This program is designed in a practical and comprehensive way to help students grasp the in-demand industry knowledge and close the skills gap.
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.
Level 2
Approx 2h to complete
100% online and self-paced
Capital IQ Fundamentals is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 29 courses.
7 courses from beginner to intermediate level.
01 Optional11 courses from beginner to intermediate level.
02 Required11 courses at an advanced level.
03 RequiredSubmit your FMVA® checklist and order your certificate.
Get access to the Global Corporate Finance Society.