Corporate Training
FactSet's comprehensive finance training solution lets you choose the right blend of classroom instruction and online coursework for your organization.
Classroom Instruction
Our world-class faculty provides on-site classroom training on a broad range of finance topics. Draw from our content modules and online courses and evaluation tools, or work with our team of experts to create custom content tailored to your firm's needs.
You can also choose to include training on FactSet's analytical solutions, modeling tools, and market data to your program to promote a strong understanding of how finance concepts apply to your analysis and modeling workflow--maximizing the return on your FactSet investment.
Content Modules
- Accounting for Financiers (1 day)
- Comparable Company Analysis (1 or 2 days)
- Financial Modeling: Forecasting Model (1, 2, or 3 days)
- Financial Modeling: Leveraged Finance, LBO, and M&A (1 or 2 days)
- Excel: Beyond the Basics (1/2 day)
- Investment Management (1 or 2 days)
- Sample Curricula: 3-Day | 5-Day
E-Learning
The Financial Analysis Knowledge Base is a self-paced, online continuing learning resource for financial analysis and modeling, and is a perfect complement to classroom training.
The Knowledge Base curriculum consists of two levels and begins with the basics of Excel, accounting, and finance. By the end, users construct financing, LBO, and M&A models starting from a blank spreadsheet. Along the way, they review and are tested on concepts from DCF valuation and multiples analysis to tax basis, purchase accounting, and advanced credit analysis.
Enter the Knowledge Base Demo >>
Program Administration Tools
Our administration interface gives you the power to manage all aspects of your online training program:
Build custom e-learning content modules for your trainees- View and analyze detailed trainee performance data
- Convey written instructions / reminders to trainees
- Allow / disallow quiz retakes
- Require users to obtain passing scores on chapter quizzes before advancing
Investment Banking & Private Equity Boot Camp
For employees who cannot attend on-site classroom training, FactSet offers a comprehensive Boot Camp, a five-day, comprehensive crash course that runs the gamut from analyst-level modeling and comp skills to senior banker transaction structuring and valuation expertise.
