Course Description

The Data Management Certification contains ten chapters of content, with the core focus surrounding functionality related to: 

  • Managing the Investment Model (Entities/Investments)
  • Maintaining Data (Market Values, Transactions, Exposure Data, Performance Data, Exchange Rates, etc.)
  • Data Reconciliation

Supplementary material included in this certification are shorter chapters dedicated to reviewing some of the key concepts necessary for all users to understand – such as Report Manipulation, Liquidity Models, Asset Selection Sets and Benchmarks. 

Altogether, the instructional videos included in this Certification total approximately 7 hours. This content is broken down into chapters and subchapters. On average, each video’s length is 3.5 minutes. Videos can be replayed as needed as you take the course. 



Course curriculum