Financial Databases Help Guides: FactSet

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

FactSet Accounts

Requesting a FactSet ID / Account


To get an account, go to   You will be asked for the following information.  Please allow 24-48 hours for them to reply.

  • First Name
  • Last Name
  • University e-mail address.
  • Please indicate that you are a faculty member; students will have to provide a date of graduation for an expiration date

Factset will get back to you with instructions on how to access the Web product and/or how to download the software.  The software version has a plug-in that you can request. The instructions will also include some information FactSet.  The e-mail with your ID and Password will come from; be sure to check your clutter or spam file for this e-mail


Please note the turnaround time is 24-48 hours


FactSet Certification


  • Students can become FactSet Certified in the following ways:
    • FactSet Core: A wide-ranging certification about workstation navigation and monitoring the market across multiple asset classes. Roughly 4 hour time commitment and this exam must be taken before proceeding to the following applications certifications
    • Productivity Suite: Building Excel models and PPT presentations using FactSet codes and tools. Roughly 90 minutes
    • Portfolio Analysis: Challenges students on how to use an attribution model to explain portfolio performance across a variety of PA reports. Roughly 90 minutes
    • Universal Screening: Take an investment strategy and learn how to find an investable universe by applying quantitative and qualitative filters
  • After completion, a verifiable badge and signed certificate are available for students to include on their resumes and LinkedIn profiles  
  • FactSet Learning and FactSet Certifications are complimentary



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