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Bloomberg Tutorial

Bloomberg Terminal

The Bloomberg system is a leading information service for global financial markets. At least 250,000 terminals are used by investment professionals around the world. Corporate recruiters at Cornell are seeking candidates with competitive technical and financial technology skills. Gain this competitive skill before your next job interview. And we can help you get started right here at Mann Library.

Access the Bloomberg Terminal

The Bloomberg terminal is a stand-alone computer at Mann Library. You can get started in many ways - visit the terminal and sign up to use it, attend a workshop, download a handout or ask for an individual consultation. For your convenience, handouts are also available next to the machine.

  • At the terminal, use the guest login (posted next to the machine) and begin exploring the system.
  • Visit the main menu by hitting the green “menu” button or typing “main” in the command line
  • Visit the Bloomberg University section by typing the words bloomberg university or enter the command BU followed by the GO button.
  • On the Bloomberg University page, you will find information about the certification process

Download Tutorial (pdf)

Download the Bloomberg tutorial. The tutorial provides information on how to get started, using powerful Bloomberg HELP and customer service features, introduction to equity research, news and portfolio management functions.

Bloomberg Essentials Online Training Program

Use your own personal login to complete the training program. Type the words Bloomberg Essentials or BESS <GO>. Bloomberg permits all academic users to gain essential training on-line and there is no fee for this training program. The important features of this process are:

  1. A total of 8 modules are available through the BESS menu.
  2. Core Videos consist of Getting Started, Bloomberg News, Market Monitors & Launchpad and API (Excel)
  3. Market Sector Videos consist of introduction to Equity, Fixed Income, FX and Commodity
  4. You can test your knowledge by taking the core exam (covers all 4 videos) along with any of the market sector exams
  5. You need to complete with a 75% grade or better to earn the Acknowledgement of Completion
  6. Re-takes of tests are not provided, so you get only one chance to pass the test.
  7. The certification can be completed at your own pace. You would watch video tutorials and practice as much as needed.
  8. Each video also has an accompanying handout with a specific document number. The video tutorial page provides you the directions to obtain the documents.
  9. You are strongly encouraged to take the time you need to explore the system and practice before taking the test.
  10. When you are ready, just click on Exams Enablement and contact the Help Desk.  You can also hit the green help key twice to access a Bloomberg representative.
  11. You should budget for at least 6-8 hours to complete the entire essentials program.

 

Taking the Test: Before you begin taking a test, create your own account! You need your personal account to ensure you receive credit. To create your own account, at the login screen, hit <GO> and follow the on-screen instructions.

When you are ready to take the test, hit the HELP key TWICE to chat with a Bloomberg representative. Ask the representative to provide you the test. The test will be made available through the Certification menu under "Exams."

Need more information?

Email the Mann library Information & Research Help Desk or contact Jaron Porciello jat264@cornell.edu, Business Librarian at Mann.