About the course

A 90-minute hands-on tutorial for analysts, investors, and corporate finance professionals aiming to master S&P Capital IQ—a powerful financial data and analytics platform. This session guides participants through practical workflows, time-saving features, and advanced techniques to extract, screen, value, and benchmark data using Capital IQ’s core capabilities.

• Understand the purpose and relevance of Capital IQ in equity research, corporate finance, and investment banking
• Learn to navigate the Capital IQ interface, dashboards, and search functionalities efficiently
• Perform peer comparables and company screening based on custom metrics and filters
• Extract, clean, and export structured financial data for modeling and analysis
  Utilize Capital IQ’s valuation tools including trading comps, transaction comps, and DCF setups
• Explore market and industry intelligence tools to support strategic and investment research
• Master the Excel Plug-in for dynamic modeling, audit trails, and automated updates
• Understand how to screen deals and analyze M&A activity using transaction-level intelligence
• Review best practices and apply real-world use cases for workflows across different roles
• Summarize key insights and build a repeatable framework to use Capital IQ with greater impact