Get Advice to Excel in CFI's Capital IQ Fundamentals Course

Sonet Samuel

08 June 2023

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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 cfi full immersion program from CFI covers capital IQ fundamentals consisting 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 Capital IQ Excel plug-in in your day-to-day company analysis and valuation and contains modules where capital IQ users can find information on sector performance.

Tim Vipond is an amazing instructor with rich experience and has trained many students spread across the world. He was quite clear with the technical aspects in almost all the sessions.

"I learnt how to utilize the CapIQ Excel plug-in in day-to-day company analysis and valuation with the help of this course."

- Sonet Samuel

Course Structure

This is a self-paced and well-curated beginner-level course spread over 2 hours. It is taught online by experienced faculty members and is specifically designed for finance professionals working in investment banking, equity research, corporate development, investment management, finance, and accounting.

The modules of this course are detailed, comprehensive and practical. It is designed in a way that in each class, theoretical lessons are accompanied with practical examples. The assessment method involves completing assignments and undertaking projects under various modules throughout the degree. These can be research-based or concept specific.

This CFI course has 9 prime modules:

Module 1: My Capital IQ
Module 2: Companies and Markets
Module 3: Screening
Module 4: Charting, Coverage, Projects, Portfolios
Module 5: Excel Plug-in

Insider Tips

In order to get the best out of this course, I have included some important tips below that I think you might find useful.

Technical Exhibitionism from the Course:

Navigate the Capital IQ platform and customize your own dashboard
Learn how to download the Capital IQ Excel plug-in and use the built-in templates and formula builder
Explore the commonly used functions, including Companies, Research, Markets, Screening, Charting, Coverage, Projects, and Portfolios

Maximum Advantage for Professionals: This course is specifically designed for finance professionals working in investment banking, equity research, corporate development, investment management, finance, and accounting.

Final Take

Currently, I’m working as Senior Research Associate-I, Climate Solutions (Transition Ratings) at Sustainalytics. This course teaches you how to utilize the CapIQ Excel plug-in in your day-to-day company analysis and valuation which proved to be useful in my current job role.

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