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 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.
Capital IQ Fundamentals learning objectives
Upon completing this course, you will be able to:
- Navigate the Capital IQ platform and customize your own 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
Capital IQ Fundamentals is a prep course of CFI’s FMVA® program
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.
Who should take this FMVA® 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
Get Started Enroll For FreeLevel 2
Approx 2h to complete
100% online and self-paced
What you'll learn
Become a certified Financial Modeling & Valuation Analyst (FMVA)® Certification
Capital IQ Fundamentals is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 29 courses.
- Skills learned Financial modeling and valuation, sensitivity analysis, strategy
- Career prep Investment banking and equity research, FP&A, corporate development
Path to certification
Prerequisite courses
7 courses from beginner to intermediate level.
01 OptionalCore courses
11 courses from beginner to intermediate level.
02 RequiredElective courses
11 courses at an advanced level.
03 RequiredGet Certified
Submit your FMVA® checklist and order your certificate.
04 Required Join our community
Get access to the Global Corporate Finance Society.
05 Optional How the certification works
What our students say
The program's focus on technical knowledge is highly valued since, on average, a student only learns theory before starting work. Very informative content. This course provides an opportunity for me to learn and enhance my knowledge in the field of commercial banking and credit analysis.
Susheel Kumar Tiwari
The course is free and I highly recommend it if you know northing about CapIQ
Sandeep Panchal
The session was absolutely informative and insightful. A big thanks to Tim Vipond for making me understand CapIQ fundamentals. Kudos to CFI Team and everyone attending this course. Cheers!!
Tripti Bhatia
In the real world you will use this kind of technology to fulfill required research, so this was a great course for that purpose.
