Passport to Outperform

Attend 10 FactSet training sessions to complete your "passport", and receive a completed course Passport certificate and gift! To earn passport stamps, you are invited to attend any combination of our classroom sessions in your region, online webinars during our Online Learning Series, or FactSet-led hands-on product workshops at our Symposiums.

FactSet offers instructor-led seminars at locations all across the country, including New York, Boston, Chicago, and Denver. Classroom sessions are designed to replicate your workflow, enhance your FactSet knowledge, and maximize efficiency. The classes offered include:

Discovering FactSet

This class demonstrates how to streamline daily workflow by tracking real-time news and quotes, analyzing company financials and estimates, and writing and generating reports with FactSet's sophisticated screening tools.

Building Financial Models with FactSet

This class teaches you how to build customized, dynamic financial models using FactSet data in Excel.

Portfolio Analysis I: Report Writing

This session shows you how to efficiently customize and interpret reports for more meaningful and in-depth analytics using FactSet's tools for portfolio analysis. The class focuses on changing report options, performing security modeling, creating composites, and understanding attribution.

Portfolio Analysis II: Advanced Options

This class is designed for experienced Portfolio Analysis users who are looking to explore advanced options and features. You will evaluate risk on a historic and predicted basis and use returns-based analysis to evaluate the style, risk, and performance of your portfolio versus a benchmark or competitor peer groups.

FactSet offers weekly online, interactive webinars on a variety of topics and content areas. The goal of each session is to increase client product knowledge and efficiency. Each month, a different series is offered covering a specific topic. Some examples of past online series are:

• Screening for Investment Ideas
• Optimize Your Modeling Skills
• Tips and Tricks: Make FactSet Work For You
• Stay Informed with FactSet
• Surviving Earnings Season
• Portfolio Analysis

Interested in learning more about client development sessions at FactSet? Please contact client.development@factset.com.

To register for any of the sessions listed above, existing clients can visit Online Assistant page 4719.
Note: this link will not work if you do not have FactSet installed on your computer.