Bloomberg Certifications What is Bloomberg? FLC Quick Start Guide

FLC Quick Start Guide
Bloomberg Certifications
What is Bloomberg?
The Bloomberg terminal (Bloomberg Professional) is a powerful tool used widely in the finance industry to access
real-time and historical data, news, and research. Bloomberg provides 2 different certification programs:
 Bloomberg Essentials (BESS)
 Bloomberg Market Concepts (BMC)
BESS introduces new users to the basic functionality of the Bloomberg terminal and explores key market fundamentals (Equity, Fixed Income, FX, and Commodities). BMC is an e-learning course on financial markets that
comprises 4 modules on Economic Indicators, Currencies, Fixed Income, and Equities.
For both training programs, you will need a Bloomberg terminal account (available to UofT students with an active
UTORiD); for BMC, a separate Bloomberg Institute account is also required (available for free). The FLC recommends new users of Bloomberg to first complete BESS before attempting BMC in order to become familiar with
navigating the terminal.
Accessing Bloomberg

Bloomberg can only be accessed within the FLC. There are 3 terminals located
near the teaching podium with distinct Bloomberg keyboards.

Log into the terminal using your UTORid credentials.

From the start menu, navigate to All Programs > 1-LKCFLC Applications, and select Bloomberg.
Create your Bloomberg Login

Press “Enter” on the welcome screen and click Create a New Login.

Follow the prompts. Use your cell phone number for both the work & mobile
number fields. Use your UofT student email address as the work email. To activate your Bloomberg account, request the verification code to be sent to your
email. Note: Your phone number and email will be kept confidential.
Bloomberg Help
Bloomberg offers an extensive online help guide, as well as a Live Chat tool where a
Bloomberg staff member will be able to assist you with any questions you may
have.
Use the help key (F1) on
the Bloomberg keyboard,
to access the help guide &
live chat functions
To access the help guide for an active screen or function, press the Help (F1) key
once. To open a Live Chat window, press the Help (F1) key twice.
Want to learn more?
The FLC offers regular workshops on the basic and more advanced features of
Bloomberg during the academic year. Visit our website (www.utm.utoronto.ca/flc) or drop by in person to see the
workshop schedule.
Ready to start your BESS or BMC certification? Log into the terminal and flip this over!
BESS (~8-10 hours)
1) Find the toolbar located at the top of the screen and type in
BESS, then press the green Enter/GO key.
2) Begin with the Core program and take the Core Exam. This
must be completed before you can access the Market Sector
content and their corresponding exams.
To request your certificates, you must score 75% or higher in
each exam. There are 4 certificates available, 1 for each market
sector category.
If you fail to score 75% or higher on an exam after retaking it
once, contact Bloomberg Help in order to reset the exam score.
Further details are available on the Instructions page.
Headphones are required to hear the audio in
training videos for BMC. Use the headphone
jack located on the Bloomberg keyboard.
BMC (~8 hours) *Access to BMC is only available for 1 year from the initial access date*
1) Find the toolbar located at the top of the screen and type in BMC followed by the green ENTER/GO key.
2) Review the ‘About BMC’ section. Make sure to complete your BMC certification before your access expires.
3) If you already have an account with Bloomberg Institute (for example, if you completed the Bloomberg Aptitude Test, now discontinued in Canada), skip to the next step.

Select ‘Sign Up’ and enter your information, using your @mail.utoronto.ca address in the ‘non-Bloomberg
email’ field.

Create a password. Your BMC account is separate from your Bloomberg terminal account.

Leave the checkbox ’Are you taking BMC as part of a group…” unchecked.

Check the box after reading and agreeing to the
BMC Terms of Service, and select Sign Up.
3) Select 7) Login and enter in your account information.
After successfully logging in, you will jump to Homepage. Click on ‘Access Course’. A browser window will
open allowing access to BMC.
Important note: Once the browser window is closed, students must use a Bloomberg terminal again in order to log
in through BMC <GO> and select ‘Access Course’.
Students are not able to log into BMC directly from a web
browser.
Need Assistance?
For help, please email us or see our
online resources available on our
website. FLC staff are also available
during open lab hours.
Li Koon Chun Finance Learning Centre Phone: 905-569-4654
Innovation Complex, Rm L1245
Email: [email protected]
3359 Mississauga Road
Web: www.utm.utoronto.ca/flc
Mississauga, ON
L5L 1C6
@LKCFLC
Created: Aug 2015