Trainings & Lectures

Fully understand and use the Wind Financial Terminal.

Outline:

• Overview of terminal functions

• Multi-module data extraction and application

• API interface and data acquisition

• Online training programme

• Q&A

Language: Chinese

Time & Date:  14:00-15:00 (CST +08:00) April.1st, 2025 (Tuesday)

Place: Wind Lab, 2nd floor of AC II 

Speaker: Cao Danting, Financial Risk Manager(FRM), Wind training lecturer, with years of risk management experience in banks and extensive training experience. Specialized courses include macroeconomic and trade research, mid-level industry research framework, etc.

Online Meeting: 

• ZOOM 990 0576 8089 （pw: 427969） Join >>

• If you missed the course, please click on >> Playbacks >> to watch the video playback.

Apply and Install of Wind Financial Terminal:
Intranet Application Process >> CEIBS Intranet > Workflow&Service > Library > Terminal Install

Wind Account Activation and User Guide: 
Please contact Macie Chen cmacie@ceibs.edu
 

• Call the LSEG Workspace API and AI to obtain and analyze news.
• The usage policies, usage restrictions, and costs of using AI to analyze news for LSEG

• Introduction: The Transformation of Academic Research in the AI Era
• An Overview of the Whole Process of Academic Research
• Strategies for Improving the Efficiency of the Whole Process of Academic Research
• Case Sharing: Successful Practices of AI in Academic Research
• Summary and Outlook: Opportunities and Challenges in Future Research

Time & Date: 15:15-16:15 Mar.19, 2025 (Wednesday)

Language: Chinese

Speaker：

Zhao Ming, Head of the Macroeconomic Research Department of the Development Research Center · Big Data Research Institute of DRC. He holds a Master's degree in Management. He has long been deeply engaged in the field of macroeconomics, accumulating rich research experience. He has a profound understanding of the macroeconomic situation and development trends, and has conducted in-depth research on how to use cutting-edge technologies, especially information tools such as AI, to rapidly improve the efficiency of research work.

Join：Tencent Meeting ID 437 449 156

Playback >>

• The core technological advantages of Deepseek
• How financial institutions utilize Deepseek to optimize investment decisions, risk management, and customer service
• Challenges in applying Deepseek to data privacy, compliance, and security
• Changes brought by Deepseek to the business models and competitive landscape of the financial information industry

Time & Date: 3:30 PM - 4:30 PM, Mar.6, 2025 (Thursday)

Language: Chinese

• Maggie Yanna Zhao, Head of Fintech Risk Intelligence Business in the Asia-Pacific Region of LSEG
• ZanSong Zhu, Fintech Expert of LSEG, responsible for the strategic cooperation with China's four major state-owned banks and focusing on fintech innovation
• Frank Ling, engaged in providing training and consulting services on financial information solutions to different types of clients.

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• Difference between DeepSeek and ChatGPT
• AI trends
• Big tech spendings
• Adoptions and limitations

Time & Date: Feb.27, 2025（Thursday）11:30 AM - 12:00 PM

Language: English
 

→ Enrol

>> LSEG Learning Steps
 

• Popular Chinese apps in US
• Usage of Chinese apps
• Concerns identified with Chinese apps
• Future of TikTok

Time & Date: 11:30 AM - 12:00 PM, Feb.19, 2025

Language: English

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>> LSEG Learning Steps

• Overview of Financial Data Applications
• Financial Data Landscape
• Data Technology and Management

Time & Date: Feb.18, 2025（Tuesday）3:30 PM - 4:30 PM

Language: Chinese
 

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>> LSEG Learning Steps

Capital IQ 點擊此連結會開啟於新視窗

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A single platform for essential intelligence, bringing together an unrivaled breadth and depth of data, news, and research.

• Complete a series of six comprehensive courses designed to provide insights into energy markets, production, and regulatory frameworks.
• Upskill your understanding of key concepts in Energy, Commodity Pricing, Regulatory Research, Power Plants, Interstate Gas Pipeline Data and more.

Modules: 

• Overview: You will learn how to access the various datasets available in the S&P Capital IQ Pro Energy module.
• Commodity Pricing: You will learn how to access power, gas and renewable energy credit pricing.
• Mapping: You will learn how to plot and visualize energy assets in the Mapping tool.
• Energy Regulatory Research: You will learn how to access rate case and regulatory commission information.
• Power Plants: You will learn how to access and screen for power plant information.
• Interstate Gas Pipeline Data: You will learn how to access interstate gas pipeline data to benchmark firm transportation contracts and track gas flows and capacity release on interstate gas pipelines.

Language: English

• Complete a series of five focused courses covering financials, investments, market share analysis, and regulatory filings in the insurance sector.
• Upskill in Insurance Financials, Investments, Market Share, Rate & Product Filings, and Insurance in Screener & Excel for effective decision-making.

• Financials: You will learn how to access our collection of insurance data spanning multiple regulatory bodies and geographies.
• Screener & Excel: You will learn how to leverage our Screener tool and Excel models to zero in on the insurance statutory data you need and pull data and visuals seamlessly.
• Investments: You will learn how to access our statutory insurance investments data and tools for your security level investment portfolio analysis.
• Market Share: You will learn how to leverage our market share analysis tools for business development, peer analysis, and locating market trends.
• Rate & Product Filings: You will learn how to leverage our tools to access data on insurance rate & product filings.

Language: English

• Complete five learning modules to earn your certification and enrich your mastery of the platform with 2 additional elective courses.
• Upskill in corporate and banking credit analysis, peer comparison, credit portfolio monitoring, and structured finance, while mastering the RatingsDirect platform for enhanced research capabilities.

Modules: 

• Performing Corporate Credit Analysis: You will learn how to assess credit risk for Corporates using RatingsDirect on Capital IQ Pro.
• Performing Banking Credit Analysis: You will learn how to perform credit analysis for a banking use case in Excel.
• Performing Peer Analysis: You will learn how to compare rated issuers with RatingsDirect on Capital IQ Pro.
• Peer Analysis Tracking: You will learn how to track a comp set generated within Capital IQ Pro.
• Credit Portfolio Monitoring: You will learn how to use the innovative Credit Monitor tool, an integrated platform designed to streamline credit risk monitoring for various entities and securities.

Language: English

4. Metals & Mining 101 Certification >>

Theme: Master the basics for the Metals & Mining dataset on Capital IQ Pro

Modules:

• Transactions: Learn how to view company/asset transactions from announcement to completion.
• Research & News: Streamline how you ingest news that is important to you in a timely manner.
• Production Screening and Cost Curve: Learn how to benchmark assets by production and/or cost metrics, within screener or mine economics.
• Exploration Budgets: Learn how to find which countries received the most dollar spend for exploration, broken down by commodity and company level.
• Commodity, Geography, and Company Profiles: Learn what property and commodity data is available, from exploration budgets to M&A and commodity pricing.
• Asset Screening and Mapping: Learn the various ways to build asset-based screens and how to map properties/mines of interest.

Language: English

• Alan Mei, Client Success Manager, S&P Global Market Intelligence
• Junnan Chen (host), Client Success Manager, S&P Global Market Intelligence

→ Register

Outline:

What you’ll learn:

• 5 consumer trends to watch
• Impact of emerging priorities and preferences across industries
• Strategies and tactics to guide your growth strategy

Industry insights:

• Health, wellness and beauty
• Food and drinks
• Retail and travel
• Pet care
• Homewares and appliances
• Luxury goods
• Sustainability
• Customer loyalty

How you can use this research:

• Build effective marketing or brand campaigns
• Improve your customer experience
• Inform new product development
• Refine your messaging or positioning

Time & Date: 11.00（GMT+8）Tuesday, 11 February 2025

Language: English

Speaker: Alison Angus, Head of Practice – Innovation, Euromonitor International

→ Register