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Financial Databases Help Guides: FactSet

"How to Guides' for selected Financial Databases including Bloomberg, Capital IQ, Thomson One, WRDS.

FactSet Certification

FactSet now offers certification CORE training + 3 applications

  • FactSet CORE - basics, navigation, markets and tools 
  • FactSet UNIVERSAL SCREENING 
  • FactSet PRODUCTIVITY SUITE 
  • FactSet PORTFOLIO ANALYSIS 

 

 

Learn more about FactSet through it's Learning Portal

eLearning Courses include:

  • Idea Screening
  • Introduction to Portfolio Guide and other related:
    • Portfolio Dashboard 2.0
    • SPAR 3.0 Portfolio Dashboard 2.0 Integration
  • Deals Tab
  • Market Intelligence

FactSet also has ongoing Live Training sessions on multiple topics