Cross Market - Refinitiv Training

Refinitiv Academy features expert insight combined with live instruction across Refinitiv solutions. Courses have
been separated by market sector to assist you in finding courses that are most relevant to you.

To browse Refinitiv Academy’s full course offering, please Click here

Cross Market

Introduction to Technical Analysis
06-Jan-2021 02:00 PM EST by Jodie Callaway
Learn about the building blocks of technical analysis including the advantages and disadvantages and the underlying
assumptions of the Dow theory. Become familiar with the different types of charts and their relevance, increase your
understanding of trends, identify certain patterns and discuss how these are interpreted in the market.
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Technical Indicators
27-Jan-2021 02:00 PM EST by Guillaume Girard
Discover how to predict market movements by understanding when to use the appropriate technical tools based on market
conditions. In this session, we will explore some of the key technical indicators, and learn how to differentiate between
convergence and divergence signals. This class will help you improve your understanding of when to use the appropriate
technical indicator.
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Candlestick Charting
20-Jan-2021 02:00 PM EST by Christine Franz
Increase your confidence and ability to identify turning points in candlesticks charts. Reinforce your perspective on stop-loss
and take-profit strategies. Learn the tools to enable a disciplined approach to protecting capital. The focus is on putting
candlesticks in the context of market dynamics, and will provide you with an understanding of the significance of a select
number of bullish and bearish signals. It is recommended that you take Discover Candlesticks Charting prior to this session.
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Getting Started with Eikon
04-Jan-2021 11:00 AM EST by Jhozanne Racelis
06-Jan-2021 02:00 PM EST by Franchesca Camille Marquez
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Eikon is our flagship product! Join this webcast for a look at the data, new functionality and capabilities Eikon has to offer.
You will be surprised at how intuitive and easy it is to find data in a simple yet sophisticated interface.

Training.refinitiv.com
Refinitiv 2020. All rights reserved.

Cross Market
Make The Most Use of News & Alerts in Eikon
26-Jan-2021 11:00 AM EST by Kacey Highland
This course will enable the participant to leverage news on Eikon for timely and effective market analysis.
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Exploring Eikon Excel
22-Jan-2021 02:00 PM EST by Mansoor Elahi
An Introduction to Excel. This course will provide an overview of Eikon’s core excel functionality.
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Building Sophisticated Time-series Charts in Minutes
13-Jan-2021 02:00 PM EST by Erik Foo
DataStream Chart Studio in Eikon simplifies the graphical exploration of trends and relationships between series. This course
will review how to create sophisticated charts in Chart Studio. The course will also explain how to manage and view created
charts in other apps within Eikon.
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Explore relationships between different asset types and economic content with Datastream
21-Jan-2021 11:00 AM EST by Christina Chao
Datastream is the world's most comprehensive financial historical time series database. In this session, we will provide and
introductory overview of Datastream and walkthrough how to access Datastream content.
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Cracking the Code: Accessing Data via Python with Eikon's New Codebook
28-Jan-2021 02:00 PM EST by Ronak Patel
With a global uptick in the number of bankers and traders who code using Python, Codebook allows you to leverage the
Refinitiv Data Platform API’s to build an unlimited array of analytics and use cases. Experience a new way of consuming and
interacting with our data through our cloud-hosted Python-scripting desktop solution, empowering you to achieve more.

Asset & Wealth Management
*Evaluating Portfolio Risk using Eikon
19-Jan-2021 02:00 PM EST by Erik Foo
This course will review the tools available in Eikon's Portfolio Analytics to fully decompose risk in a Portfolio. Combining
industry-leading multi-asset risk analysis allows you to quickly understand areas of potential risk and increase capacity to
undertake risk management on your portfolio.
Note: For CFA Charterholders that register for this class, the CFA Institute allows its members the ability to self-determine and self-report
professional learning credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their
online PL tracker.
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*Discover Starmine: Streamline your Investment Decision Making Process
27-Jan-2021 01:00 PM EST by Alan Boughton
Identify opportunities, save time, and zero in on the most viable investment ideas. Using StarMine in your investment process
is like adding an entire research department of PhD-level experts to your team.
Note: For CFA Charterholders that register for this class, the CFA Institute allows its members the ability to self-determine and self-report
professional learning credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their
online PL tracker.

training.refinitiv.com
Refinitiv 2020. All rights reserved.

Commodities
Crude Fundamentals in Eikon: A Practical Introduction for Understanding and Using Them
15-Jan-2021 12:00 PM EST by Jimmie Coulom
Learn to use the Oil Overview as your one stop shop for Crude and Products news, real-time pricing, charts, research,
analysis, forecasts, and statistics.
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How to Manage Vessel fixtures and Crude Flows Using the Eikon API
19-Jan-2021 02:00 PM EST by Brad Johansen
Learn how to use Codebook, Python and the Refinitiv Data Platform API to pull a dynamic list of vessels, real-time AIS
information, and historical trade flows.
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How to navigate the LNG landscape from liquefaction to regasification
20-Jan-2021 12:00 PM EST by Stephen Donovan
Techniques for navigating the LNG landscape, from liquefaction to regasification.

Equities

Customizing your Eikon Layout for Pre and Post Market Trading Views
20-Jan-2021 02:00 PM EST by Tom Morrisroe
Leverage the layout within Eikon’s workspace for a Full-Day trading view. Capture potential significant moves by activating
pre and post market trading features across your security monitor, news, time & sales apps as well as other relevant market
monitoring apps for a complete view of the mark.
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Mastering Earning Forecasts with Eikon
20-Jan-2021 02:00 PM EST by Jacqueline Martin Harper
With earnings season on the horizon, learn how Refinitiv’s leading predictive analytics can help you get a more accurate
forecast on direction and consensus of price targets and financial measures. This course will enable you to master earnings
forecasts and predictive analysis using Eikon and Starmine analytics.
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A Traders’ Guide to Eikon: The Five Most Popular Apps for Traders
21-Jan-2021 01:00 PM EST by Ted King
Leverage the most used apps institutional traders use based on their popularity. We will focus on apps specifically designed
for our buy-side and sell-side customers with the goal of better understanding the benefits of leveraging Eikon for trading.

Fixed Income & Rates

Explore Using Python to Run Fixed Income Relative Value Analysis
06-Jan-2021 02:30 PM EST by Jon Hirschey
Key details and fundamental instructions on Developers tools in Eikon and an additional example with Relative Value
Analysis.

training.refinitiv.com
Refinitiv 2020. All rights reserved.

Fixed Income & Rates
Quickly Access Current and Historical Fixed Pricing to Evaluate Market Levels
19-Jan-2021 01:00 PM EST by David Vogt
Explain how Fixed Income instrument are sourced and priced along with Debt Market coverage of Benchmark Indices,
League Tables, News, and Fixed Income Asset type coverage.
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Discover and Deploy Powerful Analytical Tools for Agency Bonds and Mortgage Pools
20-Jan-2021 01:00 PM EST by David Vogt
The course will provide an overview of the Agency Market issuance and Mortgage Market then dive deeper into Analytical
tools for mortgage pools. Will also cover dynamic apps and interfaces on the Secondary and Primary Mortgage Market
issuances.
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How can Refinitiv help you navigate the IBOR transition
20-Jan-2021 02:30 PM EST by David French
Learn how to leverage EIKON and Refinitiv resources to navigate the IBOR transition and find everything you need.
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Analyzing Fixed Income Data: Find Out How Eikon Excel Tools Can Help
28-Jan-2021 01:00 PM EST by Tierney McDonnell
How to use the Eikon excel addin for powerful analysis of fixed income instruments. Intuitive instruction on how to build real
time excel sheet for debt market instruments.

FX & Money Market

Leveraging Refinitiv's EIKON Excel add-in for your FX workflow
20-Jan-2021 01:00 PM EST by Jorge Norena
Learn how to use EIKON’s Excel add-in to pull real-time and historical data for FX instruments.

M&A and Capital Raising

Custom views in Eikon: Organizing your desktop for optimal coverage
19-Jan-2021 11:00 AM EST by Max Wood
Learn how to customize your Eikon workspace by placing all of your most-used applications in one easy-to-navigate.
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Best Practices for Reviewing Analyst Forecasts on Company Performance with I/B/E/S Estimates
19-Jan-2021 01:00 PM EST by Joanne Chen
Navigate earnings season easily by understanding the different views of analysts' forecasts in Eikon.

training.refinitiv.com
Refinitiv 2020. All rights reserved.

M&A and Capital Raising

Custom Pitchbooks: A Junior Bankers' Guide to Reinventing an Important Tool
20-Jan-2021 11:00 AM EST by Saad Khan
Use Eikon to assist in pitchbook creations by taking excerpts of organized information in various sections of the company
page, relevant news, and research.
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Shareholder activism and takeover defense: Eikon's tools can help you prepare a strategy
20-Jan-2021 01:00 PM EST by Jey Tiourchi
Analyze the entire Shareholder Activist story from formal Proxy Fights launched to Takeover Defense profiles.
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Refinitiv Deals Content: Learn how to monitor deal flow, identify trends & more
21-Jan-2021 10:00 AM EST by Franca DiPaola
This course will help get an understanding on historical and current underwriting and M&A deals.
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How to leverage Eikon to enhance DCM workflow at both issuer and single-issue levels
21-Jan-2021 01:00 PM EST by Tierney McDonnell
Sweeping coverage in Eikon of the Debt Markets issuance and pricing. Additional analytical market sector and deals reports
providing greater debt evaluation.
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Tips for tracking ownership changes at the firm and fund level
25-Jan-2021 01:00 PM EST by Caroline Armour
See how to take advantage of Refintiv’s rich ownership content for investor targeting, shareholder engagement, M&A impact
analysis and more.
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Discover How Python Makes it Simple to Monitor Deal Flow and Analyze Deal Sentiment
27-Jan-2021 02:00 PM EST by Mansoor Elahi
This course will walk through how to use python in Refinitiv’s desktop coding environment to 1) analyze a company and its
peers and 2) extract insight from Refinitiv’s deals data.
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Utilizing after market research to discover insights from the most sought-after industry experts
28-Jan-2021 02:00 PM EST by Kacey Highland
An introduction to Refinitiv's Aftermarket Research Collection. This course will provide an overview of key features available
in the Advanced Research tool in Eikon

training.refinitiv.com
Refinitiv 2020. All rights reserved.

Universities

Researching Economic Data for a Project? Learn simple steps for accessing historical data using Refinitiv
Datastream

07-Jan-2021 11:00 AM EST by Michael Rattigan
20-Jan-2021 01:00 PM EST by Michael Rattigan
Learn how to access Datastream using both Refinitiv Eikon and Excel. This class will serve as an introduction to accessing
historical time-series or static data for securities or economic indicators.
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Using Eikon for Office to Access Capital Markets Data for Any Assignment
11-Jan-2021 11:00 AM EST by Saad Khan
Beginner level course to develop an understanding of using Eikon Excel to obtain capital market data.

training.refinitiv.com
Refinitiv 2020. All rights reserved.