Capital IQ Fundamentals

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 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.  

Capital IQ Fundamentals Learning Objectives

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

 

Who should take this 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.