Note: To access most FactSet training and support pages, users will be prompted to log in using your personal FactSet account username and password.
Training options are outlined in the email you received with instructions to complete your account registration.
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:
Using Search in FactSet Web
Customizing the Layout
Changing Preferences
Setting Alerts
Creating Watch Lists
Accessing Help and Support
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.
Students: If you need help with assignments that require use of FactSet, please check with your instructor or the Business & Management Librarian.
The following PDF document will help you to get started accessing and navigating FactSet Workstation.
FactSet Client Support is available in the U.S.* at 1-877-FACTSET | 1-877-322-8738 or support@factset.com
Contact FactSet directly for help with registering and logging into their accounts. Requests for help with course assignments should be directed to your instructor.
Contact FactSet for help with all questions, including using the data in their teaching, assignments, and research and for training. See the "for Faculty" page for more information.
See the Help page on this guide for FactSet's online training.
FactSet Certificate courses allow you to earn a FactSet Essentials certificate following successful completion of each series, designed to increase your FactSet knowledge. The following certificates are available:
Portfolio Analysis Certificate
Productivity Suite Certificate
Universal Screening Certificate
Derivative Products Certificate
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