FactSet Essentials
Through FactSet Learning, 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.
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.
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. Each module takes approximately 1-2 hours to complete.
To access FactSet Learning and register for the FactSet Essentials certificates, students must first request a personal FactSet account.