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Thomson Reuters Certification

Thomson Reuters Certification will broaden your knowledge of the tools used by the most
successful financial markets professionals.

Using the available training resources, you will quickly become proficient in Thomson Reuters
Eikon. The training videos allow you to learn at your desktop at your own pace. A final
assessment will prove your knowledge to peers and future employers.

You have to take only 3 steps to gain the Thomson Reuters product certification in Thomson
Reuters Eikon.

3. Take the test

2. Request exam token You have 60 minutes to answer
1. View Training Modules Request a token by entering 30 multiple choice questions
Use the training resources to your name and email address You can use your product
prepare for the exam in Eikon The exam token is valid for 1 during the exam
week 2 attempts at the exam
Get your result instantl

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 Summary of the Eikon Certification Modules

Section 1 GETTING STARTED Total time 36min 25 sec

Getting Started with Eikon - New User

This module includes the following topics:

 Logging In for the First Time (01:53)

 About the Eikon Toolbar (02:23)
 Exploring the Eikon Menu (02:19)
 Using the Search Box to Find Tools and Data (04:22)
 Managing Your Workspace (03:21)
 Linking Apps (01:00)
 About Thomson Reuters Eikon Messenger (02:11)
 Getting Help and Support (01:42)
Managing the Eikon Workspace

This module includes the following topics:

 Introduction to Managing Your Workspace (1:08)

 Linking Apps (2:32)
 Accessing Your Workspace (3.10)
 Customizing Apps with the Toolbar and Right-Click Options (2:00)
 Sharing Apps in Messenger (1:05)
Forgotten Passwords and Resets in Eikon

This module contains the following topics:

 I Forgot My Password (01:36)

 Resetting My Password (01:09)
Expert Help with Thomson Reuters Eikon Live Chat - (01:45)

Discover how to instantly connect with expert help using Thomson Reuters Eikon Live Chat.

Section 2 PRICE & NEWS DISCOVERY (9) Total time 55min 07 sec
The Quote List (QL) App

This course includes the following topics:

 Creating a Quote List (2:22)

 Customizing a Quote (2:54)
 Linking a Quote list (1:45)

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Creating and Managing Alerts in Eikon

This module includes the following topics:

 Introduction to Alerts (01:20)

 Using the Alert Manager (02:33)
 Setting Default Notification Preferences (03:20)
 Creating a Market Data Alert (04:19)
 Creating a News Alert (01:57)
 Creating an Investor Brief Alert (01:50)
 Creating a Research Alert (02:39)
 Creating a Filings and Street Events Alert (02:57)
 Creating an Economic Event Alert (02:10)
 Editing Alerts (01:02)
The Google Chrome Extension - (3:00)

This module introduces you to the Google Chrome extension that lets you access Thomson Reuters
Eikon anywhere.
Accessing News in Thomson Reuters Eikon - (3:00)
An Introduction to the News content and how to access in Thomson Reuters Eikon.

The News Monitor (NEWS) App

This course includes the following topics:

 Introduction to the News Monitor (01:15)

 Creating a News Search (2:34)
 Keyword searching (1:38)
 Filters and Sources (1:17)
 Filtering for News by Date (01:24)
 The Headline Highlighter Tool (01:19)
 Customizing the News Monitor (02:41)
 Advanced Search Filters(0:56)
Get a Fresh Angle with Reuters Breakingviews - (01:55)

Reuters Breakingviews is the world's leading source of agenda-setting financial insight. Use Thomson
Reuters Eikon to expose this powerful content set, get a fresh angle on the latest stories, and generate
new ideas.
The New Reuters Top News App - (02:43)

Watch this video to find out about the significant enhancements to the Reuters Top News (TOPNEWS)
app.

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Viewing Reuters Insider in Thomson Reuters Eikon - (02:43)

Discover how easy it is to access Reuters Insider video content in Thomson Reuters Eikon

Using the Briefcase in Eikon 4:11

This module shows you how to save news stories, research documents, filings and events to My
Briefcase (BRIEF), and access them anytime anywhere.

Section 3 Charting Total time 42 min 23sec

About Charts in Thomson Reuters Eikon - (3:00)

A short introduction to the charting options available in Thomson Reuters Eikon - Version 4

Getting Started with The Chart (CHT) App

This module includes the following topics:

 Create a Chart App (02:18)

 Customizing a Chart App Quickly (03:03)
 Add Analyses and Trendlines to a Chart (03:04)
 Adding a Chart to your Favorites (01:27)
 Linking a Quote List with a Chart App (01:38)
 Use Relative Performance Analysis (02:13)
 Sharing Apps using Thomson Reuters Messenger (01:58)
 Export Chart Data to Excel (01:33)
 Customizing Chart Properties (03:34)
Exploring Chart Options in Eikon

This module includes the following topics:

 An overview of Chart Views in Thomson Reuters Eikon (1:00)

 The Company Chart View (2:15)
 Comparing Companies (2:00)
 Charting Fundamental Data with Chart Builder (2:00)
 Using Chart Builder to Create an Analysis Chart (3:00)
 Using Workflow Charts (4:11)
 Accessing Charts from the App Library (1:30)
 Using Eikon Answers to Create a Technical Analysis Chart (2:30)

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Section 4 COLLABORATING Total time 25 min 53 sec

Getting Started with Messenger in Eikon

This module includes the following topics:

 Why use Eikon Messenger? (03:12)

 Add a Contact (02:26)
 Managing your Contacts (03:59)
 Using the Search Directory (00:49)
 Sharing Apps in Messenger (01:55)
 Managing Conversations (02:02)
 Setting Your Alerts Preferences (02:07)
 Communicating with Yahoo! Messenger (01:37)
 Sending Messages to Multiple Contacts Using Blast (02:01)
 Use Live Chat to Access Eikon Customer Support (00:58)
Bilateral Chat on Thomson Reuters Eikon Messenger - (02:26)

Users of Thomson Reuters Eikon Messenger, both on the standalone version and through the Eikon
financial desktop, can now initiate bilateral chats in which access is systematically restricted to a
maximum of two organizations.

Section 5 SOCIAL SENTIMENT Total time 6 min 06 sec

About the Social Media Monitor App - (3:00)

This module introduces you to the Social Media Monitor (SOCIAL) App in Thomson Reuters Eikon
Introducing the News Discovery (NEWSD) App - (03:06)

News Discovery offers a different insight of NewsWires, Global Press, and Reuters Top News through
data visualization. It provides streaming and historical news enhanced by charts, videos and tweets.
Filter by story sentiment, by date and time as well as view news on the companies in your portfolios.

Section 6 ANALYZING DATA IN MICROSOFT OFFICE Total time 18 min 7 sec

Thomson Reuters Eikon - Microsoft Office: Data Retrieval - (04:35)

Get an overview of the core data retrieval capabilities of the Microsoft Office add-in. Discover various
methods for building and editing data retrieval functions in Excel. Find out about the range of content
sets available.
Thomson Reuters Eikon - Microsoft Office: Core Functionality - (02:48)

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Get an overview of the core capabilities of the Microsoft Office add-in. See how it interacts with Eikon
desktop, tap into the advanced financial function library, and find tools for charting, contribution, and
more. For complex tasks, discover APIs for automated data retrieval and processing.

Thomson Reuters Eikon - Microsoft Office: Apps & Productivity Tools - (02:55)

Get an overview of the extended capabilities of the Microsoft Office add-in. Link Excel to Word and
PowerPoint using the Linking and Presentation Tools apps. Access new datasets and tools using the Deal
Analytics app. Become more productive with Eikon shortcuts, Eikon trace, and Eikon auto-color.
Thomson Reuters Eikon - Microsoft Office: Resources - (02:25)

Get an overview of the resources that will allow you to get the most from the Microsoft Office add-in.
Discover several ways to access pre-built templates, on-line help, and the OnDemand training
curriculum.
Formula Builder: An Introduction - (3:00)

The Formula Builder is a powerful interface for creating and editing real-time, fundamental, and
historical data retrieval functions in Excel. In this short presentation, you will learn how to use the
Formula Builder to specify instruments and data items, set parameters and display options, and switch
between Real Time & Fundamental and Times Series modes. (Level: Basic)
Activate the Excel Add-in - (3:00)

Watch a step-by-step guide on how to activate Thomson Reuters Eikon - Microsoft Office in Excel.
(Level: Basic)

Section 7 MARKETS Total time 28 min 52sec

Navigating the Fixed Income Markets - (04:05)

Instantly navigate to anywhere using the new Eikon menu and the Search box. They are your gateway
into a vast array of information and applications. Find out here how to search by name, coupon,
maturity, partial code, ISIN and other market standard codes, as well as questions. If you would like to
use more complex search criteria also learn more about the Advanced Search (GOVSRCH).
Navigating the Equities Market - (04:12)

Thomson Reuters Eikon provides the equities community with a desktop that’s more intuitive to use
than ever before. This video will focus on navigating from the Eikon Menu and the Search Box. We will
also introduce some specialized search and navigation tools.
Foreign Exchange: The Essentials - (03:39)

The latest version of Thomson Reuters Eikon provides a wide range of tools for Foreign Exchange data,
analysis and news tailored to meet the needs of the Foreign Exchange Professional. Explore the
essentials to help get you started today.

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Energy: The Essentials - (04:27)

The latest version of Thomson Reuters Eikon provides a wide range of tools for Commodities analysis,
trading & operations, specifically tailored to the Energy markets. Explore the essentials to help get you
started today.

Asset Management: The Essentials - (05:09)

Discover how Thomson Reuters Eikon version 4 gives you the competitive edge and empowers you to
get better ideas to market faster.

Thomson Reuters Eikon Research Tools (7:20)

This course covers the following topics:

Benefits of Thomson Reuters Research Collection (1:28)

Accessing Company Research (3:09)

Advanced Research Search (2:43)

Certification Time Plan

Section Duration Practice duration Total

Section 1 36min 25 sec 36 min 1 hour 15 min
Section 2 55min 07 sec 55 min 1hr 50 min
Section 3 42 min 23sec 42 min 1 hr 25 min
Section 4 25 min 53 sec 25 min 55 min
Section 5 6 min 06 sec 6 min 15 min
Section 6 18 min 7 sec 18 min 36 min
Section 7 28 min 52 sec 28 min 1 hr
Approximately a total
Total time required :
of 6 hours

For any further Information contact the lab administrator Abir Sinno : as201@aub.edu.lb ext. 3701

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