FactSet Workstation – Felix

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FactSet Workstation

Learn the fundamentals to effectively navigate your FactSet workstation.

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16 Lessons (41m)

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Description & Objectives
1. Using the Search Bar

01:42
2. Comps Report

02:46
3. Customizing the Comps Report

01:43
4. Adjusting Data Items in the Report

02:25
5. Modifying the User Settings

01:51
6. Saving & Exporting Reports

02:49
7. Running a Basic Search

02:21
8. Narrow Your Search

03:08
9. Downloading Tables

01:01
10. Filings Wizard

01:56
11. Blackline Now

01:23
12. Idea Screening M&A Deals

05:04
13. Idea Screening Companies

04:04
14. Deals Tab

02:19
15. Economics Tab

03:56
16. BookBuilder

03:01

Next: FactSet Charting

Description

Learn the fundamentals to effectively navigate your FactSet workstation.

Learning Objectives

Use the search bar in FactSet.
Use the comps report and adjusting the report in FactSet.
Use modifying user settings in FactSet.
Use saving and exporting reports in FactSet.
Use idea screening in FactSet.
Use filings wizard in FactSet.
Use the BookBuilder tool in FactSet.

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Topics

Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity

Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets

Asset Management Risk Management Economics Data Science and System

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CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

CPE Exams

You must complete the CPE exam within 1 year of accessing a related playlist or course to earn CPE credits. To see how long you have left to complete a CPE exam, hover over the locked CPE credits button.

What if I'm not collecting CPE credits?

CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.

Further Help

Felix How to Guide walks you through the key functions and tools of the learning platform.
Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
Closed Captions & Transcript: Closed captions and transcripts are available on videos. The video transcript can be found next to the closed captions in the video player. The transcript feature allows you to read the transcript of the video and search for key terms within the transcript.
Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.