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Financial Research and Learning Lab

FactSet Certification

In Factset you can also complete multiple Factset Essentials tutorials which can lead to certificates.  You must first create a Factset account followed by a Factset Learning account | Instructions

  • Core Products: Teaches you how to use its industry tools to analyze multiple asset classes
  • Derivative Products: Learn how to monitor prices and analytics for futures, forward rates, options, and various swap types.
  • Portfolio Analysis: Learn how to use its Portfolio Analytics tool.
  • Productivity Suite: Learn how to integrate Factset data into Office apps.
  • Universal Screening: Develop, test, and confirm investment strategies.