Bloomberg Certification FAQ
· Bloomberg has 2 Certification Programs
· BESS (Bloomberg Essentials)
§ 3 hour self-paced e-learning modules (Core Program and 4 Market Sectors: Equity, Fixed Income, FX, Commodities)
§ Basics of navigating Bloomberg
§ Basics of using functions such as Launchpad, constructing formulas, using Excel Add-In, etc.
§ Basics of locating Equity, Fixed Income, FX, and Commodity information
§ Earn Acknowledgement of Successful Completion
· BMC (Bloomberg Market Concepts)
§ 8 hour self-paced e-learning video modules (Economics, Currencies, Fixed Income, Equities)
§ In-depth course on understanding the essentials of what moves financial markets and drives valuations.
§ Developing Bloomberg navigation/search skills
§ Earn Certification of Completion
Bloomberg Support Options
· <Help> <Help> - Click the Green Help key (upper left on keyboard) twice for live chat
· Call 212-318-2000
· Bloomberg may ask you to identify your terminal:
o S/N 841134-0
o SID 158481-1
· Type BPS<GO> - download Bloomberg’s many cheat sheets
Create your Bloomberg personal username and password
· Required for Bloomberg certifications.
· Log into the computer using your Emory usernet/id and password.
· Bloomberg will automatically launch.
· Click “Create a New Login”
o Complete the registration process.
Do I need my own Bloomberg username and password if I don’t want the certifications?
· No, it is not required. You can log into Bloomberg and use all its functions by using the shared GBS Bloomberg username/password. To locate it:
§ Go to the GBL Bloomberg access page http://business.library.emory.edu/research-learning/databases/bloomberg.php
§ Click “Library Computer Use with Unique Password” to access the list of database passwords stored on GBS Sharepoint.
What equipment do I need to earn Bloomberg certification?
· You must use the Bloomberg terminal in the Goizueta Business Library. You cannot access Bloomberg remotely.
BESS (Bloomberg Essentials) Certification
What is BESS?
BESS is focused on teaching you the basics of navigating the Bloomberg system and learning how to use key functions such as LaunchPad and Excel Add-In.
· 3 hour self-paced e-learning modules (Core Program and 4 Market Sectors: Equity, Fixed Income, FX, Commodities)
· Basics of locating Equity, Fixed Income, FX, and Commodity information
· Don’t have to complete all the modules in one sitting; you can stop as many times as you want and will be returned to where you left off after you login.
Get started: Type BESS<GO> once logged into Bloomberg.
BESS contains two programs: the Core Program and the Market Sector Program.
Core Program – contains 2 parts
· Research – link to the following content in Bloomberg and read about how to master the basics of navigation.
· Getting Started With the Bloomberg : 20 Minutes
· What is the Add-In? : 15 Minutes
· Explore Tools : 15 Minutes
· Import Data Wizards : 20 Minutes
· Constructing Formulas : 30 Minutes
· Bloomberg News and Research Functionality : 10 Minutes
· Bloomberg Launchpad : 10 Minutes
· Exam - take an exam on this material
o You must achieve a minimum score of 75% correct to pass and move on to the Market Sector Program
o You can only re-take the exam 1 time.
· Note – an Acknowledgement of Completion is not issued for after the Core Exam; you must complete the Market Sectors Program exam to be issued one.
Market Sectors Program – contains 3 parts
· Research – link to the following content in Bloomberg and read about how to locate information in the following 4 financial sectors
o Equity : 15 Minutes + Exam (As much time as needed)
o Fixed Income
§ Corporate : 5-10 Minutes
§ Money Markets : 5-10 Minutes
§ Government : 5-10 Minutes
§ + Exam (As much time as needed)
o FX Essentials : 10 Minutes + Exam (As much time as needed)
o Commodity Essentials : 10 Minutes + Exam (As much time as needed)
· Exam - take an exam on this material
o You must achieve a minimum score of 75% correct to pass
o You can only re-take the exam 1 time.
· Acknowledgement of Completion – at the BESS Training Acknowledgement window, follow the prompts to request it be sent to your email.
BMC (Bloomberg Market Concepts) Certification
What is BMC?
BMC is focused on teaching you an introduction to the financial markets; it includes practice navigating Bloomberg and using Bloomberg functions (i.e. LaunchPad, etc.) but the focus is understanding the context of financial markets.
· 8 hour self-paced e-learning video modules (Economics, Currencies, Fixed Income, Equities)
· Earn Certification of Completion
· Don’t have to complete all the modules in one sitting; you can stop as many times as you want and will be returned to where you left off after you login.
BMC contains 4 modules: Economics, Currencies, Fixed Income and Equities.
All learning is done via Bloomberg Video; bring a headset.
Each module takes approximately 2 hours.
Bring a basic calculator
Get started: Type BMC<GO> once logged into Bloomberg
Learning Video Modules
Module 1: Economic Indicators – approx. 2 hours
· Primacy of GDP
· Monitoring GDP
· Forecasting GDP
Module 2: Currencies – approx. 2 hours
· Currency Market Mechanics
· Currency Valuation
· Central Banks and Currencies
· Currency Risk
Module 3: Fixed Income – approx. 2 hours
· The Roots of the Bond Market
· Bond Valuation Drivers
· Central Bankers and Interest Rates
· The Yield Curve & Why It Matters
· Movements in the Yield Curve
Module 4: Equities – approx. 2 hours
· Introducing the Stock Market
· The Nature of Equities
· Absolute Valuation
· Relative Valuation
Quizzes – you will be prompted to take multiple short, 3-4 question, exams throughout each module. You are not graded on these quizzes; they are intended to help you to review what you have just learned.
Certification of Completion – earned at the completion of all 4 modules; the BMC home screen will prompt you to download it.
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