Business | Market, Reference & Pricing Data
Issued by
FactSet
This earner has displayed fundamental knowledge of the investment lifecycle and the data involved in research, portfolio management, and trading workflows.
- Type Validation
- Level Foundational
- Time Hours
- Cost Free
Earning Criteria
-
In this course, we will review the categories of data supporting the investment lifecycle process, from research and trade ideation through the portfolio decision-making process to the trading desk and then to the accounting, performance, risk, and reporting phases.
-
This badge is issued after achieving a passing score of 75% on an exam.