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Getting Started with Bloomberg at Yale: Help & Training

Training & Certificates from Bloomberg for Education

Bloomberg offers a series of credentials that will boost your knowledge and strengthen your resume. Upon finishing each program, you will receive a certificate of completion. 

Bloomberg Market Concepts

Bloomberg Market Concepts (BMC) is an 8-hour, self-paced, e-learning video course consisting of four required modules: Economic Indicators, Currencies, Fixed Income, and Equities. Optional modules include: Terminal Basics, Commodities, Equity Options,and Portolio Management. 

Participating in BMC will help you:

  • Learn about financial markets
  • Familiarize yourself with over 70 Bloomberg terminal functions
  • Solidify your knowledge with over 100 interactive questions

BMC is a free program if completed on the Terminal.

To learn more about the program, please visit https://portal.bloombergforeducation.com/login.

To begin the BMC training program on the Terminal, log in with your Bloomberg account, enter BMC and click the green GO key.

Bloomberg ESG

Bloomberg ESG is an interactive e-learning course that provides an introduction to implementing ESG strategies and reporting.

By completing tthis program, you will:

  • Learn to describe ESG trends and common ESG investment strategies.
  • Learn to nalyze how asset managers integrate ESG considerations into their investment decision-making process
  • Understand how shareholder activism influences corporate behavior
  • Practice tasks within various stages of the investment process on the Bloomberg terminal

ESG is a free program if completed on the Terminal.

To learn more about the program, please visit https://portal.bloombergforeducation.com/login.

Bloomberg Finance Fundamentals

Bloomberg Finance Fundamentals (BFF) is a self-paced, interactive e-learning course comprised of four required modules: The Purpose of Investing, Types of Investments, Risk and Reward, and Portfolio Management. 

Through participation in the program, students 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.

BFF is a free program if completed on the Terminal. 

To learn more about the program, please visit https://portal.bloombergforeducation.com/login

Bloomberg Help and Learning

Bloomberg Help and Learning (BHL) features training modules on how to use market-specifc and advanced features on the terminal. BHL covers:

  • Getting Started 
  • Market Sectors
  • Communication & Community
  • News & Research
  • Launchpad
  • Tips & Tricks 
  • and more

Functions for the Market (FFM) features ideas for analyzing current events that are affecting the market and is great way to learn how to use advanced functions. 

Bloomberg Handouts & Cheatsheets

Frequently Used Functions & Shortcuts

Getting Started with Bloomberg:
MAIN:   Main menu
BLP:   Bloomberg Launchpad
SITE:  Overview of system (select heading for functions)

CHEAT:  Directory of Bloomberg Cheatsheets