Refinitiv Workspace Essentials

  • Course level: All Levels
  • Categories CFI


This Refinitiv Workspace Essentials course highlights some of the key features and functions of the Refinitiv Workspace. You will learn how to create your own workspaces, how to access company information such as financials and estimates, and how to monitor stocks using the chart app.

You will also learn various functions within different asset classes such as commodities, fixed income, and foreign exchange, and the valuable Thomson Reuters Excel add-in where you will have access to a selection of templates that can be filled with just a company ticker.

CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.