Certificates
Bloomberg for Education · Three certificates · Completed May 2025
Bloomberg Market Concepts
May 2025 · 12 hours
Economic indicators, currencies, fixed income, equities, and Bloomberg Terminal literacy.

Modules
- Economic Indicators
- The Primacy of GDP · Monitoring GDP · Forecasting GDP
- Currencies
- Currency Market Mechanics · Currency Valuation · Central Banks and Currencies · Currency Risk
- Fixed Income
- 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
- Equities
- Introducing the Stock Market · The Nature of Equities · Absolute Valuation · Relative Valuation
- Getting Started on the Terminal
- Using the Terminal · Analyzing the Market · Exploring the Equity Market · Discovering the Fixed Income Market · Building an Equity Portfolio
- Portfolio Management (optional)
- The portfolio manager's role · Investment research and ideation · Screening and portfolio creation · Historical performance analysis · Evaluating future risk
Stated outcomes
- A working reading of the four markets the core modules cover: economic indicators, currencies, fixed income, and equities.
- Familiarity with more than 70 Bloomberg Terminal functions used across the course.
- The certificate on completion of the four Core Concepts modules.
From Bloomberg Market Concepts — MSF Resources, Vanderbilt University Libraries, accessed September 17, 2026; further detail from Available Certificates — Bloomberg Certificates (BCER), Boston University Libraries. The stated outcomes are paraphrased.
Bloomberg Finance Fundamentals
May 2025 · 6 hours
Core mechanics of financial markets and instruments.

Modules
- The Purpose of Investing
- Introduction to the Economy and Investing · Sources of Finance · Going Public
- Types of Investment
- The Financial System · Company Investments · Financial Risks
- Risk and Reward
- Fraud in the Financial Markets · The Media and the Financial Markets · The Importance of Regulation and Scrutiny
- Portfolio Management
- The Pathway to Portfolio Management · Managing a Portfolio for Clients · The Fundamentals of Finance
Stated outcomes
- How money flows through an economy.
- Investment strategies that help individuals and businesses grow money while navigating risk.
- What responsible investing is and what it offers individuals, businesses, and society.
- Career paths in finance and the daily work of finance professionals.
From Bloomberg Finance Fundamentals Certification Program — Students Guide (Bloomberg for Education, hosted by WU Vienna University Library), accessed September 17, 2026; further detail from Available Certificates — Bloomberg Certificates (BCER), Boston University Libraries. The stated outcomes are paraphrased.
Bloomberg ESG
May 2025 · 7 hours
Environmental, social, and governance frameworks — how sustainability factors are measured, reported, and priced.

Modules
- Introduction to ESG and Sustainable Finance
- Environmental, social, and governance concepts within finance
- Researching and Adopting ESG
- Methods for investigating and implementing ESG strategies
- Negative Screening and Positive Screening
- Investment filtering on ESG criteria — exclusion and positive selection
- ESG Integration – Fixed Income
- Applying ESG factors to fixed-income investing
- ESG Integration – Equities
- Applying ESG factors to equity investing
- Corporate Governance and Shareholder Activism
- Governance structures · Shareholder engagement and activism
- Reporting Sustainability Activities
- Preparing sustainability reports for regulators
Stated outcomes
- Describe ESG trends and strategies.
- Analyze how asset managers integrate ESG into investment decisions.
- Explain shareholder activism and its tactics.
- Practice tasks from the ESG investment process, including reporting for regulators.
From Available Certificates — Bloomberg Certificates (BCER), Boston University Libraries, accessed September 17, 2026; further detail from Introducing… Bloomberg Environmental Social Governance (ESG), Cranfield University Library. The stated outcomes are paraphrased.