Business: Financial Databases: Certification

Overview:

• Bloomberg Market Concepts (BMC), Environmental Social Governance (ESG) and Bloomberg Finance Fundamentals (BFF), are self-paced e-learning certification courses that provide a visual/interactive introduction to the financial markets, to a set of behaviours used by socially conscious companies and an insight and overview of the fundamentals of the financial system

• BMC consists of three separate courses but only those with a certificate icon  are required to gain a certificate 
  • Core Concepts (Economics, Currencies, Fixed Income, & Equities)
  • Portfolio Management
  • Terminal Basics

• ESG is similarly constructed but has 7 compulsory modules
  • Introduction to ESG
  • Researching and Adopting ESG
  • Negative Screening and Positive Screening
  • ESG Integration - Equities
  • ESG Integration - Fixed Income
  • Corporate Governance and Shareholder Activism
  • Reporting Sustainability Activities

• BFF is the newly released certification offering from Bloomberg.  It will look at:
  • Why do people invest?
  • How do people invest?
  • What are the risks and rewards of investment?
  • When do people invest and do they withdraw?
  • What kinds of careers exist for students wanting to work in the financial markets

• All courses are assessed and result in certification on completion: as well as a physical certificate, certification is automatically linked to your Linked-in Account

• The Market Concepts Certification course requires a combination of financial market knowledge, Bloomberg terminal skills and Bloomberg functions knowledge.  A more detailed breakdown of the course is available HERE

• The Environmental Social and Governance course requires knowledge of ESG strategies, reports for regulators and ESG investment decision making. A more detailed breakdown of the course is available HERE

• The Bloomberg Financial Fundamentals looks at personal finance, investment strategies and financial career paths.  A more detailed breakdown of the course is available HERE

• Once completed, you will be able to search the Bloomberg Employment database and send your CV to companies who are searching for interns and graduate-entry employees 

Help and Support:

BMC, ESG and BFF are all designed to be self-contained with the video content giving you all the information you should need to answer the embedded questions.

You can access some practice questions which are designed to work with the Bloomberg terminal running.  Please access the BMC Prep-Test HERE: 

BMC/ESG/BFF Certificate

Your BMC/ESG/BFF certificate is issued on completion.  To earn the Bloomberg Certificate , you must complete all course with the certificate icon 

Overview:

• Datastream is a professional-standard financial database

• Achieving certified status allows you to prove that you have achieved a certain standard of proficiency on a platform that is used by financiers, bankers and traders

• Course Outline:
  • Getting Started - simple charts, searching for financial data and using formulas 
  • Chart Settings - creating a chart and your own house style
  • Chart Annotations - access and create your own such as standard deviation lines and recession bands
  • Functions and Expressions -  apply a range of functions and expressions to your charts and excel formulas

• How the product certification works:
  • Create a Refinitiv account, you can watch a help video HERE
  • Watch the training videos
  • Take the Datastream Prep-test
  • The exam can be taken twice
  • The exam itself consists of 30 multiple-choice questions
  • You have 60 minutes to complete the exam
  • Results are instant and a certificate will be emailed to you on the day

Datastream Study Materials

Support materials are available HERE

• Watch the material whilst being logged into Datastream for a more in depth learning experience
• Take ordered notes as there is a lot of material
• Take the Prep-Test-Exam to indicate whether you are ready to take the Datastream Certification Exam

Datastream Certification Prep-Test

The DCP-T is designed to mimic the sorts of questions you may be asked during the exam.  Take the mock as many times as you like but bare in mind that this is a timed exam so time yourself as-well.

Overview:

• Eikon is a professional-standard financial database

• Achieving certified status allows you to prove that you have achieved a certain standard of proficiency on a platform that is used by financiers, bankers and traders

• Course Outline:
  • Getting Started - Eikon news, financial data and analytics tools
  • Price and News Discovery - Using news and price apps for companies and other securities
  • Charting - Using charts to identify trends and analytics
  • Collaborating - using Eikon messenger
  • Analysing Data in Excel

• How the product certification works:
  • Create a Refinitiv account, you can watch a help video HERE
  • Watch the training videos
  • Take the Eikon Prep-test
  • The exam can be taken twice
  • The exam itself consists of 30 multiple-choice questions
  • You have 60 minutes to complete the exam
  • Results are instant and a certificate will be emailed to you on the day

Eikon Study Materials

Support materials are available HERE

• Watch the material whilst being logged into Eikon for a more in depth learning experience
• Take ordered notes as there is a lot of material
• Take the Prep-Test-Exam to indicate whether you are ready to take the Eikon Certification Exam

Eikon Certification Prep-Test

The Eikon CP-T is designed to mimic the sorts of questions you may be asked during the exam.  Take the mock as many times as you like but bare in mind that this is a timed exam so time yourself as-well.

Overview:

• The Academy is a new, self-paced, online training programme designed to give you a broad introduction to the main features of Capital IQ Pro

• Each module has a similar format: video demonstration followed by a quick quiz to demonstrate your understanding

• On completion of the learning path, a certificate is issued for your Linked-In profile

• To begin:
  • Login to the S&P CIQ Pro platform
  • Click on the question mark in the top right hand corner of your screen
  • Click on the link: Cap IQ Pro Academy to launch
  • You will proceed through a learning path of 10 modules which become increasingly challenging
  • Each module must be taken in order as they build progressively on knowledge learnt in previous modules
• CIQ Pro Certification can be added to your LinkedIn CV