Bloomberg Certificates (BCER)

Bloomberg Market Concepts (BMC) is a library of e-learning courses that provides an introduction to financial markets and the core functionality of the Bloomberg terminal. Students can access BMC for free on a Bloomberg terminal.
By taking BMC, you will:

• Learn about the financial markets.
• Familiarize yourself with over 150 Bloomberg terminal functions.
• Solidify your knowledge with over 200 interactive questions.

Certificate of Completion
After completing BMC, a certificate of completion is available for download.

Note: You will have one year from your registration date to finish the Bloomberg Market Concepts (BMC) certificate.

BMC Modules Required for Certificate:

Economic Indicators - 1 hour

• The Primacy of GDP
• Monitoring GDP
• Forecasting GDP

Currencies - 1 hour 

• Currency Market Mechanics
• Currency Valuation
• Central Banks and Currencies
• Currency Risk

Fixed Income - 3 hours

• The Roots of the Bond Market
• Bond Valuation 
• Central Bankers and Interest Rates
• The Yield Curve and Why It Matters
• Movements in the Yield Curve

Equities - 3 hours 

• Introducing the Stock Market
• The Nature of Equities
• Equity Research
• Absolute Valuation
• Relative Valuation

Optional BMC Modules: 

Terminal Basics - 2 hours

• Using the Terminal
• Analyzing the Market
• Exploring the Equity Market
• Discovering the Fixed Income Market
• Building an Equity Portfolio
  

Commodities  - 2 hours

• Introduction to Commodities
• Commodity Fundamentals
• Commodities Trading
• Commodity Players 

Equity Options - 2 hours

• Introduction to Stock Options
• Using the Language of the Options Market
• The Role of a Stock Options Trader
• Basic Multi-leg Strategies

Portfolio Management - 2 hours

• Defining a Portfolio Manager
• Generating Ideas for a Portfolio 
• Building an Equity Portfolio
• Analyzing a Portfolio
• Assessing Portfolio Risk

The Bloomberg ESG Certificate is a self-paced, interactive e-learning course that shows learners how to implement ESG strategies and prepare ESG reports for regulators through the lens of a fictitious buy-side asset management firm. You'll follow practitioners at the firm as they launch new ESG products to meet client demand and implement ESG strategies into their investment process. Students can access BMC for free on a Bloomberg terminal.
By taking ESG, you will:

• Describe ESG trends and common ESG investment strategies.
• Analyze how asset managers integrate ESG considerations into their investment decision-making process.
• Explain how shareholder activism influences corporate behavior.
• Practice tasks within various stages of the investment process.

Certificate of Completion
After completing ESG, a certificate of completion is available for download.

Note: You will have one year from your registration date to finish the Bloomberg ESG certificate.

ESG Modules Required for Certificate:

Introduction to ESG & Sustainable Finance - 1 hour

• Explain ESG factors and sustainable investing.
• Define financial materiality.
• Describe the growth of ESG AUM and ETF flows.
• Explain the origins of sustainable investing.

Researching and Adopting ESG - 1 hour 

• Describe ESG trends and common ESG investment strategies.
• Describe drivers that led to the rise of sustainable investing.
• Analyze how asset managers research ESG market demand to inform sustainability priorities.
• Negative Exclusionary Screening and Positive Screening.
• Explain negative exclusionary and positive screening strategies.
• Use Bloomberg tools to perform negative and positive security screening for idea generation.

Negative Screening & Positive Screening - 1 hour

• Explain negative exclusionary and positive screening strategies.
• Use Bloomberg tools to perform negative and positive security screening for idea generation.

ESG Integration - Fixed Income - 1 hour 

• Analyze integration of ESG considerations into the fixed income workflow.
• Use Bloomberg tools to perform sustainable debt analysis.
  

ESG Integration – Equities - 1 hour

• Analyze integration of ESG considerations into the equity workflow.
• Use Bloomberg tools to perform equity analysis.

Corporate Governance & Shareholder Activism - 1 hour

• Explain corporate governance and how shareholder activism is used to influence corporate behavior.
• Use Bloomberg tools to analyze shareholder activist sentiments and prepare for company engagement.

Reporting Sustainability Activities - 1 hour

• Explain EU Taxonomy and SFDR.
• Use Bloomberg to check for EU Taxonomy alignment and create SFDR reports.

Bloomberg Finance Fundamentals (BFF) is a self-paced, interactive e-learning course that provides an introduction to the key concepts involved in finance and investment. Throughout the course, you’ll explore real-life scenarios through the perspectives of various professionals, helping you to manage your money and build an understanding of the different careers available across the finance sector. Students can access BMC for free on a Bloomberg terminal. By taking Bloomberg Finance Fundamentals, you will: 

• Learn how money flows through an economy. 
• Discover some of the investment strategies that can help individuals and businesses grow their money while navigating the varying risks associated with them. 
• Define responsible investing and its benefits to individuals, businesses and society. 
• Explore different career paths alongside some tools and strategies to help you pursue them. 

The Purpose of Investing - 1.5 hours

• Identify the building blocks of an economy and how money flows through the financial system. 
• Describe the difference between saving and investing and explain the importance of each. 
• Explain some of the factions that enable small businesses to grow and go public. 

Type of Investment - 1.5 hours 

• Describe how buyside and sellside institutions serve households and companies respectively. 
• Explore some of the different financial instruments available to households and companies 
• Understand how currency and commodity fluctuations can affect business decisions. 
• Examine how central banks help ensure currency stability. 
• Identify the types of financial risk that companies face and the actions they can take to mitigate against them. 

Risk and Reward - 1.5 hours

• Identify some of the key signals, characteristics, and outcomes of financial fraud. 
• Explain what a stock exchange is and the risks and rewards associated with trading within one. 
• Explore how different stakeholders, such as regulators and credit rating agencies, work together to maintain the integrity of the financial system. 
• Illustrate the role of media and explore some of the ways it can influence the actions of investors. 

Portfolio Management - 1.5 hours

• Differentiate the roles and responsibilities of buyside and sellside analysts. 
• Explore some of the strategies used by portfolio managers to protect and grow investments. 
• Define responsible investing and its benefits to individuals, businesses, and society. 
• Apply the concepts learnt throughout this course to assess a range of investment strategies.