Training

On-demand and instructor-led courses to help you fully leverage
the power of Refinitiv’s solutions

ANNOUNCEMENT
Refinitiv is now part of LSEG (London Stock Exchange Group), a leading global financial markets infrastructure and data provider.

REFINITIV WORKSPACE FOUNDATIONAL CERTIFICATE

Intended Audience: Investment Bankers, Students



All the answers to the Refinitiv Workspace Foundational Certificate certification can be found in the study materials below. Work through the training and then request a token to take the exam.

STEP 1: PREPARATION TRAINING MATERIAL VIEW

Getting Started (8)

News (1)

  • The News Monitor App (NEWS) View description

    Refinitiv Workspace contains an intuitive customizable news monitor with rich functionality. News monitoring offers the reliable real-time news coverage you would expect from Reuters news. This module will cover the main features in the News Monitor App. Duration: 14 minutes 6 seconds .

Charting (1)

Company Analysis (6)

  • Introducing the Company Overview - (2:00) View description

    A quick tour of the Company Overview page including coverage. Duration: 4 minutes 2 seconds .

  • Watchlist Pulse (PULSE) - (2:00) View description

    Watch this video to understand how you can use the Watchlist Pulse App to monitor stock price movements allowing you to analyse how these may affect yours and your clients portfolios. Understand how you can use the in app navigation to view a wealth of information. Understand how you can make more this app work for you, making it easier to have those important conversations. Duration: 2 minutes 25 seconds .

  • Company Tree Structure App (TREE) - (2:00) View description

    Learn how the Company Tree Structure App can help you to investigate a company's affiliations. Duration: 4 minutes 56 seconds .

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  • Monitoring Peers (PEERS) - (2:00) View description

    Use the company Peers view (PEERS) to look at major competitors across Sector, Index or define your own lists. View Peer comparison tables and key metrics to assist in idea generation and fundamental analysis. Duration: 4 minutes 34 seconds .

  • Value Chains App (VCHAINS) - (2:00) View description

    Learn how you can gain insight into over 60,000 companies through in depth views of their relationships between customers, suppliers, associated risks and opportunities. Duration: 3 minutes 16 seconds .

  • Aftermarket Research - Advanced Research Search App (ADVRES) - (2:00) View description

    Refinitiv Aftermarket Research collections provide the most comprehensive offering in the marketplace. There are more than 30 million research reports from over 1,900 sources. This module will demonstrate how you can use the Advanced Research Search App to find reports that match a specific more criteria. Note: Aftermarket research is available on a subscription basis as well as pay-per-view if entitled. Duration: 4 minutes 27 seconds .

Industry Analysis (4)

  • Industry App (INDUS) View description

    This module will cover the Industry App. This app provides an easy way to view consolidated industry activity allowing you to quickly scan and action market moving information. The app allows you to deep dive into the key content relevant to the selected industry and its companies. Duration: 3 more minutes 6 seconds .

  • The Aggregates App (AGGR) - (2:00) View description

    This video provides an overview of the Aggregates app (AGGR). The aggregates app offers a top down analysis of the market. It enables comparisons between business sectors, geographies or portfolios to support asset allocation and idea generation. Duration: 2 minutes 48 seconds .

  • Macro Explorer App (MACROX) - (2:00) View description

    The Macro Explorer App (MACROX) allows you to explore global trends, areas of risk and macro investment opportunities, by screening global economies against a wide range of macro indicators and using a variety of visualizations. Duration: 12 minutes 27 seconds .

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  • Sustainable Finance/ESG Data (SFLP) - (2:00) View description

    This video introduces the Sustainable Finance Landing Page (SFLP) which serves as a centralized starting point for Refinitiv's Sustainability offerings. Also learn how to view ESG data at a company level. Duration: 3 minutes 22 seconds .

Data Modelling (1)

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