FactSet Essentials
FactSet offers a free, self-paced online certification program available to all current University of Toronto students. FactSet Essentials is a collection of 5 certifications that address different features and functionalities in FactSet and it will take approximately 4-5 hours to complete. Students must complete multiple quizzes and a final exam to receive each module's certificate of completion - FactSet allows a maximum of 2 attempts.
Students will receive a LinkedIn badge as well as a certificate upon completion!
The 5 certificates include:
- Core Products: covers how to use FactSet's tools to analyze multiple asset classes.
- Derivative Products: covers how to monitor prices and analytics for futures, forward rates, options and various swap types, as well as download real time and historical option prices.
- Productivity Suite: covers how to integrate FactSet data into the Microsoft Office environment.
- Portfolio Analysis: covers how to use FactSet's Portfolio Analysis tool to identify what decisions drove performance.
- Universal Screening: covers how to develop, test and confirm investment strategies.
To register for the FactSet Essentials certificates, students must have an active FactSet account.
Alternatively, navigate to the FLC website and click on:
- Professional Certifications
- FLC Certifications Guide
- FLC Software
- FactSet Essentials
To request a personal FactSet account, please see the FLC's FactSet Personal Device Quick Start Guide.