Bloomberg Terminal – Financial Data

Module 1: Bloomberg Terminal Fundamentals

• Bloomberg Terminal history, market significance, and global user base
• Hardware setup: keyboard layout, amber function keys, and colour codes
• Core navigation: command line, panel layout, and menu system
• Personalising Bloomberg: workspaces, templates, and alert setup

Module 2: Equity Research and Analysis

• Company search and DES equity description page walkthrough
• Price history, charting, and technical indicators (GP, GPC, COMP)
• Fundamental analysis: income statement, balance sheet, and ratios (FA, DVD)
• Relative valuation: peer comparison and sector benchmarking (RV, PEBD)

Module 3: Fixed Income and Credit Analysis

• Bond search, description, and cash flow analysis (DES, CSHF, YA)
• Yield curve construction and benchmark rate analysis (YCRV, FWCV, ICVS)
• Credit spread analysis, ratings, and CDS pricing (CSPR, DRSK)
• Fixed income portfolio analytics: duration, convexity, and scenario analysis

Module 4: Foreign Exchange Markets

• FX spot rates, cross rates, and real-time quote screens (FXC, ALLQ)
• Forward rate calculation and FX swap pricing (FRD, FXFA)
• FX options volatility surface and risk reversal analysis (OVDV, VCUB)
• Currency news, central bank monitoring, and macro FX drivers

Module 5: Derivatives and Structured Products

• Equity options: option monitor, pricing, and Greeks (OMON, OVME)
• Interest rate derivatives: swap rates, cap/floor, and swaption volatility
• Credit derivatives: CDS pricing, index composition, and curve analysis
• Structured product analysis and scenario modelling tools

Module 6: Portfolio Analytics and Risk

• Portfolio construction and performance attribution (PORT, PRTU)
• Risk analytics: VaR, tracking error, and factor exposure
• Scenario analysis and stress testing with Bloomberg PORT
• ESG scoring and sustainability data integration (ESG, BESG)

Module 7: Bloomberg Excel Add-In: BDP, BDH, and BDS

• Installing and configuring the Bloomberg Excel Add-In
• BDP function: real-time and reference data retrieval
• BDH function: historical time-series data extraction
• BDS function: bulk data for index members, screeners, and schedules

Module 8: Capstone Project and Assessment

• Equity research report built entirely from Bloomberg data
• Fixed income portfolio analysis and yield curve modelling project
• Bloomberg Excel financial model with live BDP and BDH data feeds
• Final assessment and course certification

Experience in the Industry Learn from seasoned Bloomberg Terminal users who have applied the platform daily for equity research, fixed income analysis, FX trading, derivatives pricing, and portfolio risk management at leading investment banks and asset managers.

Backgrounds at the Top Our Bloomberg Terminal trainers have held roles as research analysts, portfolio managers, fixed income traders, and risk officers at globally recognised financial institutions where Bloomberg proficiency is a core job requirement.

Clear & Effective Teaching Bloomberg Terminal navigation, equity and credit analysis, FX markets, derivatives functions, portfolio analytics, and the Bloomberg Excel Add-In are taught with real market data examples and practical financial analysis exercises.

Hands-On Learning Focus Students conduct live market analysis, build investment research reports, and construct Bloomberg-powered financial models through guided Terminal sessions and Excel integration projects using real data.

Up-to-Date Knowledge Trainers keep content current with the latest Bloomberg Terminal function updates, Bloomberg Data License capabilities, Bloomberg API developments, and evolving best practices for data-driven financial analysis.