Capital IQ Fundamentals
offered by Corporate Finance Institute

4.5 /5

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

Capital IQ Fundamentals
at
CFI
Course details

Skills you will learn

Excel Financial modelling Valuation Data visualization

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

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

6 Ratings

4-5
3
3-4
3

Mukund Kumar

Capital IQ Fundamentals

Offered by Corporate Finance Institute

Learning Experience: The content was basic where one can learn the uses of Capital IQ and also understand the interface of it. Almost every important aspects has been covered on a basic level. So it a good course in a small time frames.

Faculty: I can remember the name, but yes the Faculty was very clear as to what he was delivering. Excellent quality and good knowledge The course resource was good and had almost covered all important things of Capital IQ. The course was well structured as well. Assignments in between the course and also at the end of the course keeps the learner engaged in the course

Course Support: No, they don't provide career support/job assistance

Reviewed on 17 Sep 2022Read More

JYOTSNA AHUJA

Capital IQ Fundamentals

Offered by Corporate Finance Institute

Learning Experience: Learning experience was good

Faculty: Instructors taught well Curriculum was relevant and comprehensive

Course Support: Career support was helpful

Reviewed on 16 May 2022Read More

Lakshya Gupta

Capital IQ Fundamentals

Offered by Corporate Finance Institute

Learning Experience: Operating Capital IQ platform to extract financial data pertaining to listed companies. Also, the plugins helped me develop analyses of companies.

Faculty: Faculty was experienced and talked from personal learnings Yes it was comprehensive. I liked the delivery and quality

Course Support: No career support provided

Reviewed on 5 Mar 2022Read More

Varshini sampath

Capital IQ Fundamentals

Offered by Corporate Finance Institute

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

View All 4 Reviews