Certified S&P Capital IQ Professional(CSPIQ-Pro)
Learn how to navigate and customize the Capital IQ platform, explore commonly used functions, and download the Excel plug-in. Become a certified S&P Capital IQ professional and excel in corporate finance. Perfect for those starting a career in investment banking, equity research, or financial planning and analysis.
What you’ll learn
- 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
- Become professional expert in S&P Capital IQ software
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. Certified S&P Capital IQ Professional (CSPIQ-Pro) 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.
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
Topics covered in this S&P Capital IQ Course are
1. Dashboard and Features
2. Companies financials and data
3. Market data
4. Companies Screening
5. Transactional Screening and Idea Generation
6. Charting, Coverage, Projects and Portfolios
7. CapIQ Excel plug in templates
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.
Who this course is for:
- 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.
- Any Finance professional or Analyst want to become expert in S&P Capital IQ as career change
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