Training

Refinitiv Workspace Training For Investment Bankers

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Learn how to use Refinitiv Workspace and make the most of its data and news content

(1:58)

Discover how Refinitiv Workspace can offer a step change in workflow, functionality and performance. 

(1:47)

Learn how to install Refinitiv Workspace on your desktop aswell as Refintiv Workspace Web Access. 

Learn how to install Refinitiv Workspace on your desktop.

(2:34)

Learn how the Navigation Bar and Browser Toolbar offer quick and easy access to key Apps, contents and functions. 

(1:55)

Learn how to change your Settings in Refinitiv Workspace. Set your profile from Settings so that the whole experience is tailored to your job role.Change language and theme color. View all the shortcut commands. 

(2:57)

See how you can benefit from the new search capabilities to get quickly to the content that matters most to you as investment banker. And learn how the Launcher, Autosuggest and the Previews can make your workflow more efficient and convenient.

(3:11)

Learn how to access existing and pre-defined layouts from the My Layouts menu to monitor different markets. Easily combine data and Apps you want to view using Layouts.

(5:29)

Learn how to create layouts that reflect your workflow as investment banker. .

(2:46)

Learn how Company Snapshots fit into your workflow. 

Playlist

Learn how to use the Chart App in Refinitiv Workspace which includes key analytical tools. This course includes:

  • The Chart App Overview
  • Introducing the Chart App
  • Using the toolbar
  • Adding Additional Instruments and Customizing the Chart
(2:35)

Learn how to use the Formula Builder to retrieve real-time, fundamental and historical data into Excel. .

(1:25)

Learn how to get expert help using Refinitiv Workspace.

(1:48)

Discover how Refinitiv Workspace can offer a step change in workflow, functionality and performance.

(2:01)

Learn how to navigate Refinitiv Workspace when accessed in the Web environment. 

(1:38)

Learn about Settings in Refinitiv Workspace when accessed in the Web environment. 

Learn about Layouts in Refinitiv Workspace when accessed in the Web environment. 

(2:24)

Learn how to get more out of the search capabilities in Refinitiv Workspace when accessed in the Web environment. 

(1:25)

Learn about Support & Feedback in Refinitiv Workspace when accessed in the Web environment.