Capital IQ Pro Academy
Elevate your expertise and accelerate your career growth through our certification program.
Build and Showcase Your Platform Expertise With Interactive Learning Modules
- Watch video tutorials on key apps, capabilities, and features on the Capital IQ Pro platform.
- Test your knowledge with quizzes based on real-world scenarios.
- Earn a displayable certificate upon completing a learning path.
Now Available
Capital IQ Pro Office Plug in Certification
Build your expertise with this self‑paced certification designed to help you get the most out of the S&P Capital IQ Pro Office Plug‑in. Work though the course series to strengthen your ability to retrieve, analyze, and present financial data efficiently. Use the attached monitor image.
- Office Plug‑in Setup
- Formula Building & Advanced Functions
- Beyond the Formula Builder
- Office Tools for Excel, PowerPoint & Word
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Capital IQ Pro 101
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Capital IQ Pro 201
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RatingsDirect® 101
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RatingsDirect® 201
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Capital IQ Pro Office Plug-in
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Training The Street: Corporate Valuation
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Portfolio Analytics 101
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Banking 101
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Media & Telecom 101
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Energy 101
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Real Estate 101
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Insurance 101
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Metals & Mining 101
Learn the Basics With Our 101 Certification
- Complete 10 learning modules on our core features and functionality.
- Upskill in company research, market monitoring, and data visualization.
- Lay the right foundation for learning more complex workflows.
- Explore Visible Alpha 101, a self-paced, learning course offering insights into granular company financials and estimates from over 1 million line items across 7,300+ companies, including sell-side broker models. Access to Visible Alpha Estimates data requires an additional subscription; please contact your account team for details.
Master Advanced Platform Features and Capabilities With Our 201 Certification
- Complete 10 learning modules on our advanced features and functionality.
- Upskill in the private markets landscape, valuation analysis, company research, deal sourcing, modeling, and presentation building.
Master the Foundations of RatingsDirect® With Our RatingsDirect® 101 Certification
- Complete six-eight learning modules courses that provide enhanced analytics and access to S&P Global Ratings content, simplifying research with a single search, type-ahead functionality, and specialized content badges.
- Upskill in Credit Market Monitors, Issue Profile, S&P Ratings Research, CreditStats Direct, RatingsDirect® Office and Screener, and more.
Become a Credit Analysis Expert and Earn Your RatingsDirect 201 Certification
- Complete five learning modules to earn your certification and enrich your mastery of the platform with 2 additional elective courses.
- Upskill in corporate and banking credit analysis, peer comparison, credit portfolio monitoring, and structured finance, while mastering the RatingsDirect platform for enhanced research capabilities.
Take Your Workflows to the Next Level with our Microsoft Office Plug-in Certification
- Complete a series of self‑paced modules designed to help you get the most out of the S&P Capital IQ Pro Office Plug‑in.
- Upskill in plug‑in setup, formula creation, and advanced functionality. Build a strong foundation for efficient financial analysis through hands‑on experience retrieving data, creating dynamic models, and leveraging powerful tools across Excel, PowerPoint, and Word.
Unlock your Valuation Potential with Training The Street: Corporate Valuation Certification
- Complete four in-depth courses focused on core corporate valuation workflows using Capital IQ Pro.
- Upskill your understanding of key concepts in company research, trading and acquisition Comps, DCF modelling, financial forecasting, market analysis, and more.
Master Portfolio Analysis with our 101 Certification
- Complete a series of learning modules covering essential portfolio management and analytics features.
- Upskill in portfolio creation, monitoring, alerts, and risk-return analysis. Build a strong foundation for advanced investment strategies and sustainability reporting through hands-on experience in managing portfolios, analyzing performance drivers, and assessing environmental impact using Trucost data.
Master the Foundations of Banking With Our Banking 101 Certification
- Complete three unique courses tailored to banking workflows.
- Upskill in bank data, modeling, and valuation.
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Gain Media & Telecom Insights with our 101 Certification
- Complete a series of learning modules covering essential media and telecommunications datasets and research tools.
- Upskill in accessing Kagan Research, analyzing TV, broadcast, and streaming assets, tracking broadband and mobile deployment, and assessing U.S. residential video and broadband markets through hands-on exercises. Build a strong foundation for market analysis and strategic decision-making in media and telecom sectors.
Dive Into the Fundamentals of the Energy Sector With Our Energy 101 Certification
- Complete a series of six comprehensive courses designed to provide insights into energy markets, production, and regulatory frameworks.
- Upskill your understanding of key concepts in Energy, Commodity Pricing, Regulatory Research, Power Plants, Interstate Gas Pipeline Data and more.
Navigate the Fundamentals of Real Estate Data with Our Real Estate 101 Certification
- Complete a series of five engaging courses designed to offer insights into real estate data within Capital IQ Pro, helping you master the fundamentals of the industry.
- Upskill your understanding of key concepts in Property Data, Estimates & Multiples, REIT Overview, Financial Data, and Tenant Analysis, while earning your certification to showcase on your LinkedIn network.
Master the Essentials of the Insurance Industry With Our Insurance 101 Certification
- Complete a series of five focused courses covering financials, investments, market share analysis, and regulatory filings in the insurance sector.
- Upskill in Insurance Financials, Investments, Market Share, Rate & Product Filings, and Insurance in Screener & Excel for effective decision-making.
Unlock the Essentials of Metals & Mining Sector With Our Metals & Mining 101 Certification
- Complete a series of six comprehensive courses designed to provide insights into the metals and mining industry, including transactions, research, exploration budgets, and asset management.
- Upskill your understanding of key concepts in Transactions, Research & News, Production Screening and Cost Curves, Exploration Budgets, Commodity Profiles, Asset Mapping, and more.
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- Best Managed Data Service Provider, 2025
- Best Private Markets Data Provider, 2025
- Most Innovative use of Generative AI, 2025
- Service Provider of the Year, 2025
And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.
If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ.