BMO FRT-Lab Capital IQ and FactSet Master Class Series
The BMO Financial Group Finance Research and Trading Lab introduces the brand new Master Class Series. Receive hands-on training and build your confidence in these two well-known research databases.
Students are welcome to attend any of the master classes on Capital IQ and Factset in the state-of-the-art FRT-Lab.
Our mission is to enhance the learning journey and research capabilities of students and faculty by offering state-of-the-art resources, real-time market data, and hands-on training.
Join us for the BMO FRT-Lab Master Class Series. Winter 2025 dates are listed below!
How to Attend
Sessions are in person only and held at the FRT-Lab facilities and will not be recorded. Spaces being limited, please register here. If you can no longer attend, please notify us by email at financelab@rotman.utoronto.ca
Fees
Free to attend.
Qualification
The sessions are open to everyone, not only members of the University of Toronto community.
BMO FRT-Lab Master Class Series Schedule
FactSet Master Class Series
Winter 2025 Series
- January 14th | 3:00 pm - 4:30 pm
- February 6th | 12:00 pm - 1:30 pm
- March 3rd | 1:30 pm - 3:00 pm
- April 2nd | 12:00 pm - 1:30 pm
* Sessions are identical. Attend one only.
S&P Capital IQ Master Class Series
Winter 2025 Series
- January 29th | 9:30 am - 11:00 am
- February 11th | 12:30 pm - 2:00 pm
- March 12th | 12:30 pm - 2:00 pm
- April 7th | 3:00 pm - 4:30 pm
* Sessions are identical. Attend one only.
Co-Curricular Record (CCR)
(University of Toronto students only)
Once having attended a session, students may claim for CCR recognition.
The Co-Curricular Record (CCR) is designed to help students find opportunities at U of T beyond the classroom and to have their skills and experiences captured on an official document.
For more details about the FactSet Master Class CCR position, CLICK HERE.
For more details about the Capital IQ Master Class CCR position, CLICK HERE.
Benefits of Co-Curricular Record (CCR) Recognition:
- Highlight and reflect on the skills you’ve gained.
- Get engaged in a variety of workshops and track your progress.
- Record your participation on an official university document.
- Connect with your CCR community, build your network, and enhance your resume.
If you are ready to claim your CCR, CLICK HERE.
Location
Join us In-person
St. George Campus
BMO Financial Group Finance Research and Trading Lab
Rotman School of Management
Room 290, North Building
105 St. George St.
Toronto, ON M5S 3E6
Canada
Join us In-person
St. George Campus
BMO Financial Group Finance Research and Trading Lab
Rotman School of Management
Room 290, North Building
105 St. George St.
Toronto, ON M5S 3E6
Canada
About each Research Database
FactSet is a leading provider of financial data for investment management professionals. This financial data platform is compact, flashy, and renowned for its comprehensive, user-friendly modules and scrolling news function that updates in real-time. Click here for useful user guides and more information.
S&P Capital IQ provides web-based/excel-based financial research data on fundamental analysis, financial modeling, and market analysis. When looking for a company’s financial statement data or any valuation-related analysis (multiples, comparables, etc), Capital IQ will provide the resources. It also allows users to screen companies based on search criteria, useful for stock-picking process and is often used for portfolio management/investment courses. Click here for more information and useful user guides.
Health and Safety | COVID-19
Students and Faculty are responsible for following health and safety measures where applicable. Individuals should report health and safety concerns to the competition committee via email at financelab@rotman.utoronto.ca, who will promptly review, assess and implement measures to address the concern where appropriate.
Measure to reduce risk of exposure:
- Individuals who are sick or who have COVID-19-related symptoms should stay home/hotel/accommodation.
- Isolate until there is no fever and symptoms improve for 24 hours (48 hours for gastrointestinal symptoms), regardless of testing results or no testing.
- Refer to: Ontario COVID-19 Self-Assessment and Procedures in the Event of a Confirmed Case and/or COVID-19 Symptoms.
- Avoid touching your face, nose or mouth with unwashed hands.
- Wash your hands often and thoroughly with soap and water or alcohol-based hand sanitizer.
- Practice proper respiratory etiquette, such as sneezing and coughing into your elbow.
- Face masks are encouraged, and we ask everyone always to respect the decisions of others, their comfort levels, and their health needs.
Statement on Equity, Diversity, and Excellence
Equity and Human Rights
The purposes of this statement are to express the University’s values regarding equity and diversity, and relate these to the institution’s unwavering commitment to excellence in the pursuit of our academic mission.
At the University of Toronto, we strive to be an equitable and inclusive community, rich with diversity, protecting the human rights of all persons, and based upon understanding and mutual respect for the dignity and worth of every person. We seek to ensure to the greatest extent possible that all students and employees enjoy the opportunity to participate as they see fit in the full range of activities that the University offers, and to achieve their full potential as members of the University community.
Our support for equity is grounded in an institution-wide commitment to achieving a working, teaching, and learning environment that is free of discrimination and harassment as defined in the Ontario Human Rights Code. In striving to become an equitable community, we will also work to eliminate, reduce or mitigate the adverse effects of any barriers to full participation in University life that we find, including physical, environmental, attitudinal, communication or technological.
Diversity and Inclusiveness
Our teaching, scholarship, and other activities take place in the context of a highly diverse society. Reflecting the intersectionality in our community is uniquely valuable to Rotman, as it contributes to the diversification of thoughts, ideas, and perspectives that enrich our teaching, scholarship, and research activities. We will proactively seek to increase inclusion and feelings of belonging among our community members, with an aim to having a student body, teaching and administrative staff that mirror the diversity of qualified applicants. For more information, please click here.