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Capital IQ Fundamentals 

Capital IQ Fundamentals
 at 
CFI 
Overview

Learn about the features and functions of the S&P Capital IQ platform

Duration

2 hours

Total fee

39,544

Mode of learning

Online

Credential

Certificate

Capital IQ Fundamentals
 at 
CFI 
Highlights

  • Earn a certificate of completion from Corporate Finance Institute
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Capital IQ Fundamentals
 at 
CFI 
Course details

Who should do this course?
  • For anyone who would like to start a career in investment banking, financial planning and analysis
What are the course deliverables?
  • 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
More about this course
  • CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor?s (S&P)
  • 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
  • This 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
  • Also available in Full Immersion plan - $897
Read more

Capital IQ Fundamentals
 at 
CFI 
Curriculum

Introduction

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

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Capital IQ Fundamentals
 at 
CFI 
Students Ratings & Reviews

4.5/5
Verified Icon12 Ratings
V
Varshini sampath
Capital IQ Fundamentals
4.0
Other: In this course they explained the capital IQ with a fundamentals concept . It is a average course comparatively other courses
Reviewed on 5 Sep 2021Read More
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Capital IQ Fundamentals
 at 
CFI 

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Capital IQ Fundamentals
 at 
CFI 
Contact Information

Address

2E/25, Jhandewalan Extension, Block E 2, Jhandewalan, Delhi,
New Delhi

Delhi - Other ( Delhi)

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