FactSet: FactSet Training

Training for FactSet

Note:  To access most FactSet training and support pages, users will be prompted to log in using your personal FactSet account username and password. 

Tutorials, demos, and self-paced courses for both FactSet Web and Workstations can be accessed from the FactSet Online Assistant for training tip sheets, such as:

• Navigating FactSet Web 

  • Using Search in FactSet Web
    Customizing the Layout
    Changing Preferences
    Setting Alerts
    Creating Watch Lists
    Accessing Help and Support

• Managing Watchlists and Portfolios in FactSet Web

  • Creating a Watchlist in FactSet Web
    Creating a Portfolio in FactSet Web
    Editing a Watchlist or Portfolio

FactSet provides free hands-on instruction through live seminars and web-based training sessions.