Bloomberg Guide

Bloomberg offers self-paced e-learning courses that are designed to boost your knowledge and strengthen your resume. Upon finishing each program, Bloomberg awards you a certificate of completion.

Bloomberg Market Concepts (BMC), also known as Bloomberg Certification, is a self-paced e-learning course that provides a visual introduction to financial markets and the core functionality of the Bloomberg terminal. It takes ~8 hours to complete and progress is saved automatically. After finishing BMC, Bloomberg provides a "Certificate of Completion". 

BMC Modules Required for Certificate:

1. Economic Indicators (~1 hour): The primacy of GDP; monitoring GDP; forecasting GDP.
2. Currencies (~1 hour): Currency market mechanics; currency valuation; central banks and currencies; currency risk.
3. Fixed Income (~3 hours): The roots of the bond market, bond valuation drivers; central bankers and interest rates; the yield curve and why it matters; movements in the yield curve.
4. Equities (~3 hours): Introducing the stock market; the nature of equities; equity research; absolute valuation; relative valuation.

Optional BMC Modules: 

1. Terminal Basics (~2 hours): Using the terminal; analyzing the market; exploring the equity market; discovering the fixed income market; building an equity portfolio.
2. Commodities: Intro to commodities; commodity fundamentals; commodity players; commodity training.
3. Equity Options: Intro to stock options; using the language of the options market; the role of a stock options trader; basic multi-leg strategies.
4. Portfolio Management (~2 hours): Defining a portfolio manager; generating ideas; building an equity portfolio; analyzing a portfolio; assessing portfolio risk.

Any NYU student can take certificate courses at the Bloomberg terminal or on the Bloomberg for Education website at no cost.

On the Web:

Navigate to the Bloomberg for Education web portal and sign up with your @nyu.edu email address to enroll (if you have not done so already).

At the Terminal:

1. Run the function BMC<GO> by entering BMC into the command line and hitting "enter".
2. Plug your headphones into the back of the Bloomberg keyboard.
3. For further instructions, see Bloomberg's "Instructions for BMC" guide.

• At the terminal: Use BMC <GO> to view FAQs and support materials.
• On the website: Email support at bbg.edu@bloomberg.net

Professor Accounts and Class Codes: Instructors who would like to require that their students complete BMC for a class can do so by requesting a professor account on the BMC website. A professor account allows you to set up class codes, invite learners to participate, track learner progress, and receive detailed score reports.

Sample Syllabi:

Bloomberg maintains a list of syllabi from major research universities to help you integrate Bloomberg into your class.

Analyst-Led Trainings:

• NYU faculty may request custom, advanced Bloomberg trainings led by an analyst either in-person or via webinar. Reach out directly or ask one of our librarians to assist. Pictured: An ESG data specialist from Bloomberg guest lectures in a Stern sustainability class.
• Use the <SMNR> command to see if any upcoming trainings might be appropriate for your class. Trainings are held virtually and at Bloomberg headquarters in Midtown (731 Lexington Ave).

Bloomberg for Education symposium:

Held annually in person at Bloomberg's 731 Lexington Ave HQ, typically in the summer, NYU faculty may attend this free one-day conference to learn about how to teach with Bloomberg and connect in-person with Bloomberg analysts.