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Finance and Investment

Getting Started

Capital IQ is a web and Excel-based financial research application produced by Standard & Poor's. 

It organizes historical information on companies, markets, transactions, and people worldwide, provide clients with the data necessary to analyze company  fundamentals, build financial models, screen for investment ideas, and execute other financial research tasks.

Some user-friendly features are its chart builder, screening tools and Excel Plug-in modeling tools. 

Cap IQ Workshops

The Canaccord Learning Commons is offering a series of Capital IQ workshops this year. 

Register for the workshops on COOL