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Topical Deep Dive: Bloomberg and FactSet

Presented by Don Shelly, Finance Professor of Practice, in collaboration with the Business Library

Don Shelly, Finance Professor of Practice, will be leading four independent, one-hour sessions on selected finance topics. These sessions are designed to take you deeper into using the Bloomberg terminal and FactSet database to enhance your finance decisions. Anyone with an interest in learning more about effective investment research may attend. No registration is required.

All sessions will be on Tuesdays from 5:20-6:20 PM in the Business Library, 150A Maguire (Kitt Investing and Trading Center).  

Nov. 19 Using the Bloomberg and FactSet Excel Add-Ins

These sessions are not designed to teach you how to navigate Bloomberg or FactSet. Regis­ter for Bloomberg Basics and Investment Research in order to get the most out of using these databases.

Have more questions? Ask a Business Librarian to learn more.

Get Certified!

Bloomberg Certification

Boost your skill set and super charge your marketability with a Bloomberg Certification. The quickest way to do this is with Bloomberg’s 8-hour self-directed e-learning course, Bloomberg Market Concepts (BMC). With modules on Economics, Fixed Income, Equities, and Currencies, BMC will help you emerge with an edge. Demonstrate your market and industry knowledge by adding BMC certification to your résumé and LinkedIn profile.

Bloomberg Market Concepts (BMC) is a self-paced e-learning course that provides an interactive introduction to the financial markets. BMC consists of 3 sections — Core Concepts (includes four modules – Economic Indicators, Currencies, Fixed Income, Equities), Getting Started on the Terminal, and Portfolio Management. Source: https://www.bloomberg.com/professional/product/bloomberg-market-concepts/

FactSet Certification

With FactSet’s Core Certification, you can leverage their comprehensive eLearning catalog to learn how to navigate FactSet at your own pace. FactSet’s 4 modules for the Core Certification (Navigation, News, Equity, and Fixed Income), and 3 additional advanced certifications, allow you to become an expert on FactSet, and you can link your certificate of completion and badge to your LinkedIn profile to stand out to employers.

FactSet’s Core Certification course is about 4 hours, and the 3 additional advanced certifications are about 90 minutes each. Source: https://insight.factset.com/resources/factset-core-certification

Questions?
Ask a Business Librarian to get started.

The Business Library has…

  • stands to elevate computer monitors (Request at the back service desk)
  • ear-plugs for times when more focused studying is necessary (Ask at either service desk)
  • PC mice if yours runs away (Check out with SMU ID from back service desk)

If you have questions or need assistance with any of these items, contact a Business Library staff member.