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Overview

Refinitiv Workspace Fundamentals Overview

This course highlights some of the key features and functions of the Refinitiv Workspace. You will learn how to create your own workspaces, how to access company information such as financials and estimates, and how to monitor stocks using the chart app. You will also learn various functions within different asset classes, such as commodities, fixed income, and foreign exchange, and the valuable Refinitiv Excel add-in where you will have access to a selection of templates that can be filled with just a company ticker.



Modules explored:
  • Economic Screens
  • Company Overview
  • Company Analysis
  • Research & Estimates
  • Comparative Analysis
  • Chart App
  • Excel Add-in



Refinitiv Workspace Fundamentals Learning Objectives

Upon completing this course, you will be able to:
  • Navigate Refinitiv Workspace effectively
  • Understand how to access a variety of apps within the program
  • Design charts using the chart app
  • Create your own customized workspaces
  • Identify various functions for different asset classes
  • Gain key company information to help aid analysis


 



Who Should Take This Course?

This course is ideal for anyone keen on learning how to effectively use Refinitiv Workspace to help with researching, monitoring, and analyzing an array of asset classes. The Refinitiv Workspace platform is used by institutions and other various players within the capital markets, so it is crucial to understand how the program works to gain an edge over the competition.

Refinitiv Workspace Fundamentals

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Level 1

Approx 1h to complete

100% online and self-paced

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

All Capital Markets & Securities Analyst (CMSA)® Courses
Refinitiv Workspace Fundamentals is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 42 courses.
  • Skills Learned Trading strategies used in the finance and capital markets
  • Career Prep Work in capital markets, whether on the buy-side or the sell-side

What our students say

Good learning experience
Kudos to CFI teams. Thank you so much.

Segun Okikiola Sangokoya

Great course
Learnt something new from this course. Never new workspace like this existed. Thanks for this great exposure.

Nathaniel Gomenu

1 The useful App to get used to
Get prepared to invest on the app

Nebiyleul Tadesse

very good
course give me information and great knowledge

Ahmed Adel

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