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FactSet database

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. 

FactSet logoTraining 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 at https://learn.factset.com

For other help, consult the FactSet Online Assistant: https://oa.apps.factset.com for training tip sheets, such as:

FactSet offers live online trainings each month! See upcoming sessions and register using the Live Training Calendar.

Students: If you need help with assignments that require use of FactSet, please check with your instructor or the Business & Management Librarian.

FactSet Workstation: Getting started guide

The following 16 page PDF document will help you to get started accessing and navigating FactSet Workstation.  

How to:
  • Navigate
  • View real-time news
  • Monitor market data
  • Perform industry analysis
  • Perform company analysis
  • View company financials
And much more!

FactSet Certification

FactSet offers four certification programs that allow you to take a deeper dive into FactSet products.  Please note:

  • Your FactSet login is required to access the certification training programs
  • Learners are allowed a maximum of two attempts at passing each certification. Upon completion, you will receive a certification of completion

For a list of each program's content and time to complete, see this document (Login with your Webster ID.)

Help with account registration and access

FactSet Client Support is available at 1-877-FACTSET* | 1-877-322-8738 or support@factset.com

Students may contact FactSet directly for help with registering and logging into their accounts. Requests for help with course assignments should be directed to your instructor. 

Faculty may 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

*International phone numbers are listed here.