Answered By: Management, Economics & Entrepreneurship Librarians Last Updated: Mar 12, 2025 Views: 139
Answered By: Management, Economics & Entrepreneurship Librarians
Last Updated: Mar 12, 2025 Views: 139
The following databases & platforms, available through Yale University and the School of Management, offer certification programs:
Bloomberg
- Bloomberg Market Concepts (BMC) is a library of e-learning courses that provides an introduction to the Bloomberg platform and financial markets.
- Bloomberg ESG is an interactive e-learning course that provides an introduction to implementing ESG strategies and reporting.
- Bloomberg Finance Fundamentals (BFF) provides an introduction to the key concepts involved in finance and investment and explores real-life scenarios through the perspectives of various professionals.
All programs are free if completed on a Bloomberg Terminal. Learn more here
Factset
- The FactSet Essentials: Core Products course teaches how to use Factset to analyze multiple asset classes.
Learn more about certificates here - Requires a FactSet Login to access
LSEG (formerly Refintiv)
- LSEG Workspace Certification provides a self-paced, interactive way to explore different areas of finance and get started using Workspace.
- LSEG Finance Essentials Certification consists of seven online modules: Introduction to LSEG Workspace, Capital Markets Overview, Economics, Currencies, Fixed Income, Equities and Excel/Codebook. Estimated completion time: 5 hours
- Datastream Certification covers the core functionality within Datastreamm including how to create charts, search for financial instruments & datatypes, and create formulas to extract data.
Learn more about LSEG and LSEG certificates here
- Capital IQ Pro 101 Certification covers four key areas on the platform, including Market Monitoring, Company Information, Office & Screening, and Data Visualization. Estimated completion time: 3.75 hours
- Capital IQ Pro 201 Certification covers advanced platform features for five areas: Private Markets, Valuation Analysis, Company Information, Deal Sourcing, and Modelling & Presentation Building. Estimated completion time: 3.5 hours
- Banking 101 Certification covers Bank Financials, Bank Modeling, and Bank Valuation
- Energy 101 Certification provides an overview of energy data in Capital IQ Pro, with an emphasis on Commodity Pricing, Mapping, Energy Regulatory Research, Power Plants, and Interstate Gas Pipeline Data. Estimated Completion Time: 1.5 Hour
- Insurance 101 Certification covers insurance Financials, Investments, Market Share, Rate & Product Filings, and using the Screener & Excel models for insurance data. Estimated completion time: 1.75 hour
- Metals & Mining 101 Certification covers how to find Transactions, Research & News, Exploration Budgets, and Production Screening & Cost Curve. Estimated completion time: 2 hours
- RatingsDirect 101 Certification provides an introduction to RatingsDirect and covers Credit Market Monitoring, Issuer Profiles, S&P Ratings Research, CreditStats Direct, and using the RatingsDirect Office Add-in and Screener. Optional sessions for Structured Finance and US Public Finance are available. Estimated completion time: 2.5 hours
- RatingsDirect 201 Certification covers Performing Corporate Credit Analysis, Banking Credit Analysis, Peer Analysis and Tracking, and Credit Portfolio Monitoring. Optional sessions for Structured Finance and US Public Finance are available. Estimated completion time: 1.25 hour
Learn more on the Capital IQ Pro Academy - Requires a Capital IQ Pro Login to access
Video Training for the legacy Capital IQ platform is also available - learn more here.
Links & Files
- Getting Started with Bloomberg at Yale Opens in new window
- Getting Started with Workspace at Yale Opens in new window
- Getting Started with Capital IQ at Yale Opens in new window
- What is the difference between Capital IQ and S&P Capital IQ Pro? Opens in new window
- Getting Started with Factset at Yale Opens in new window
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