FP&A - Capital IQ Course: Dashboard & Features | Part 1

Welcome to S&P Capital IQ Fundamentals! This comprehensive course explores important industry roles that regularly utilize Capital IQ, such as investment banking, equity research, investment management, credit, private equity, venture capital, and corporate finance. Learn step-by-step with screen demonstrations of the most popular Capital IQ functions, including company research, market screening, charting, relationship management, project creation, and portfolio management. We'll also cover the highly sought-after plugins for Excel, PowerPoint, and Word. Learn how to: - Customize dashboards and widgets. - Set up alerts for timely market updates. - Leverage the Financials Glossary for better data analysis. - Optimize settings for reporting currencies and financial data. Don't have access to Capital IQ? Enroll in CFI's Full Immersion Program to activate your free trial through our exclusive partnership. Start your journey to mastering S&P Capital IQ today! Chapters: 00:00 - Introduction 02:00 - Capital IQ Dashboard 03:34 - Customize Capital IQ Dashboard 05:30 - Capital IQ Alerts 07:14 - Financials Glossary 08:30 - Settings Capital IQ Fundamentals - FREE | Corporate Finance Institute® View full playlist: https://www.youtube.com/playlist?list=PLl3-0Xe_motRKcK8Dhmg89yQxwxM_lJhW Copyright © 2015 - 2021, CFI Education Inc. All Rights Reserved. Enroll in the FREE full course to earn your certification and advance your career: https://courses.corporatefinanceinstitute.com/courses/capitaliq-fundamentals 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 on 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. About Corporate Finance Institute® Corporate Finance Institute® (CFI) is a leading global provider of online financial modeling and valuation courses. Since 2016, CFI’s programs and certifications have been delivered to over 800,000 individuals at top universities, investment banks, accounting firms, and operating companies around the world. The modern financial analyst requires a well-rounded skill set that takes time to acquire. Some of the skills are developed in university, some are developed on the job, and some of the skills come from experience and developing a strong business intuition. At CFI, we combine all three skill sets — theory, application, and intuition — into a condensed, self-paced program that can be taken anytime, anywhere. Learn about the FMVA® Certification Program: https://corporatefinanceinstitute.com/certifications/financial-modeling-valuation-analyst-fmva-program/ Explore CFI courses: https://courses.corporatefinanceinstitute.com/collections Join us on social media: https://www.instagram.com/corporatefinanceinstitute https://www.facebook.com/corporatefinanceinstitute.cfi https://www.linkedin.com/company/corporate-finance-institute-cfi #FinancialAnalysis #InvestmentBanking #EquityResearch #CorporateFinance #FinancialModeling