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Skills Development

Financial Platform Certifications

Bloomberg, Capital IQ, Refinitiv, and FactSet offer certification options for students. See details below on how to access each training.

Bloomberg Market Concepts (BMC)

Bloomberg Market Concepts (BMC) is a self-paced, interactive introduction to financial markets.

It utilizes the Bloomberg Professional Terminal and functions, such as LaunchPad. The course is available through the Bloomberg Terminal at BCER <GO>. OR remotely using the link above. Upon completion, you will receive a certificate from Bloomberg. The sections are woven together from Bloomberg data, news, analytics, and television and utilize over 70 Bloomberg Terminal Functions 

Consists of 3 sections; only the 1st section is required to be certified. 

  • Core Concepts: 8 hours (4 modules: Economic Indicators, Currencies, Fixed Income, Equities)
  • Getting Started on the Terminal: 2 hours (5 modules: Using the Terminal, Analyzing the Market, Exploring the Equity Market, and Building an Equity Portfolio)
  • Portfolio Management: 2 hours 

At any time, all BMC modules are accessible on the Bloomberg Terminal by video; ear buds required. You do not have to do all modules in one sitting. Having a calculator is handy.

Bloomberg ESG Certification

Added in 2022, the Bloomberg ESG course is a self-paced, e-learning course that teaches learners how to implement ESG strategies and prepare ESG reports for regulators from the perspective of a buy-side asset management firm. As of 2023, the new command BCER <GO> accesses both BMC and ESG certification

Bloomberg ESG consists of 7 modules including key topics like:

  • Intro to ESG and Sustainable Finance
  • Research and Adopting ESG
  • Negative and Positive Screening
  • ESG Integration - Fixed Income
  • ESG Integration - Equities
  • Corporate Governance and Shareholder Activism
  • Reporting Sustainability Activities

What You’ll Learn

  • 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.
  • How to report on ESG investment activities for EU funds.

Additional details about the Bloomberg ESG certification are available in:

Crack, T. F. (14, June, 2023.) Bloomberg Environmental Social Governance (ESG): Certification for Students (and Their Professors.) Available at SSRN: https://ssrn.com/abstract=4422855.

Pitchbook Pioneer

Pitchbook Pioneer is the new certification platform for the Pitchbook database. Login to your Pitchbook account, click on your name in the upper right, and select Pitchbook Pioneer from the drop down menu. Another window will open. You'll need to login using your Pitchbook credentials on that page. There are 30+ courses available and 3 certifications.