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FactSet Certification

For 40 years, the world’s financial professionals have relied on FactSet, across teams, across asset classes, and at every stage of the investment process. FactSet flexible, open data and software solutions bring the front, middle, and back office together to drive productivity and performance throughout the portfolio lifecycle. With FactSet’s Academic Package, professors, faculty, and students have access to the same tools to utilize in coursework, business libraries, trading rooms and student investment funds.

FactSet Core Certification program will teach you how to use FactSet’s industry-leading tools to analyze multiple asset classes. The four components listed below should be completed in this order. Each component contains an eLearning and a quiz. Following all four components, a final exam covering content across all components must be successfully completed to earn the Core Certification.

  1. Navigating FactSet
  2. Staying on Top of the Markets
  3. Equities
  4. Fixed Income


FactSet Core Certification information download                                                                      FactSet Certifications

Upon successful completion of the certification you will receive a printable certificate that you can keep for your own records, as well as instructions on how to add a badge to your LinkedIn profile. You will have a maximum of two attempts at passing this certification.

Request your own FactSet ID here:      


Please contact FactSet directly with issues related to your FactSet ID, software license and installation.

(FactSet ID process could take as long as 7 business day)

FactSet Support:

FactSet: 1-877-322-8738