Trinity College Bloomberg Lab

Theme by Anders Norén

Author: Cheryl Cape

Sign up for a training workshop!

Interested in learning how to use the Bloomberg terminal?

Then sign up for a training workshop! During the Spring 2024 semester, there will be a series of workshops, offered by our Student Technology Assistant Amna Zeb, on how to use Bloomberg. These workshops will be held in the Financial Research & Technology Center, LITC A02.  Seats are limited, so registration is required.

1) Introduction to Bloomberg

Let’s get started with Bloomberg! Learn how to create a login, navigate the terminal using the specialized keyboard, and understand basic commands for accessing news and market information. No prior experience in using Bloomberg Professional is needed. This workshop will be held in the Financial Research & Technology Center, LITC A02.

2) More with Bloomberg

Want to dive deeper into Bloomberg? This workshop will explore additional features of the Bloomberg terminal, including a more in-depth look at financial analysis and charts. You will also learn how to upload live Bloomberg financial data into an Excel spreadsheet. Prerequisite: Introduction to Bloomberg. This workshop will be held in the Financial Research & Technology Center, LITC A02.

3) Bloomberg on Wall Street (NEW!)

Bloomberg on Wall Street aims to teach students the various ways in which the Bloomberg terminals apply to finance. Students will learn and practice several functionalities relating to financial analysis and company valuation, all of which are applicable to their long-term career goals in finance. Participants will also be able to gain a comprehensive knowledge of how Bloomberg terminals are utilized by financial and investment analysts.  Prerequisite: Introduction to Bloomberg.

You must pre-register for these workshops as space is limited. View the series and register at https://libcal.trincoll.edu/calendar/bloomberg. Make sure to only register once for each workshop, as multiple registrations will be deleted.

WORKSHOP DATE TIME* REGISTRATION
Introduction To Bloomberg Friday, 2/16/24 1:30 pm Register!
Bloomberg on Wall Street Sunday, 2/18/24 2:30 pm Register!
Introduction to Bloomberg Monday, 2/19/24 3:30 pm Register!
More with Bloomberg Tuesday, 2/27/24 12:00 pm (noon) Register!
Introduction To Bloomberg Tuesday, 2/27/24 3:30 pm Register!
Bloomberg on Wall Street Tuesday, 2/27/24 6:30 pm Register!

*All workshops are 1-hour long

Contact Amna Zeb at amna.zeb@trincoll.edu or Cheryl Cape at cheryl.cape@trincoll.edu with any questions. Hope to see you there!

Can I access Bloomberg Professional on my personal computer?

No, you can only access the Bloomberg Professional service on one of the 11 terminals located in the Financial Research and Technology Center, LITC A02.   Note also that you can only be logged into Bloomberg on one terminal at a time.

Introducing Bloomberg Market Concepts!

Bloomberg Institute has recently released a comprehensive introduction to the financial markets, entitled Bloomberg Market Concepts (BMC). This asynchronous course is self-paced and supplements videos and learning activities with assessment modules. This is one of two certification programs that are currently available from Bloomberg (the other focuses on Environmental, Social & Governance data).

The BMC course is broken into eight sections:

BMCsample

  • Economic Indicators
  • Currencies
  • Fixed Income
  • Equities
  • Terminal Basics
  • Commodities
  • Equity Options
  • Portfolio Management

Each section discusses key concepts and information about the topic, using over 70 Bloomberg Terminal functions, and short quizzes are interspersed with the videos and readings. The first four sections listed are called Core Concepts, and take 8 hours to complete. The remaining optional modules total 7 hours of instruction.

More information about the course can be found at https://www.bloomberg.com/professional/product/bloomberg-market-concepts/. Once you have completed the Core Concepts modules, you can receive a certificate of completion from Bloomberg.

The course costs $149 if you would like to complete it at home, but is free for Trinity students through the Bloomberg terminals in the FRTC. Just login and enter <BCER> GO and then select BMC to learn more about the course. If you are taking it for free through the terminals, you will need to complete it in the lab.

To get started, click on ‘Sign Up’ in the left navigation bar on the BCER screen. When you sign up, leave the entry blank when asked for a code to track classroom instruction. After you have created an account, then click on ‘Log In,’ and then ‘Log In with SSO’ to access the course. The course will automatically load in an external web browser that is linked to the terminal.

Review Fall 2020 virtual workshops!

Want to Learn Bloomberg Professional!?

Workshop 1: Introduction to Bloomberg

Let’s get started with Bloomberg! Learn how to create a login, navigate the terminal either remotely or in-person, and understand basic commands for accessing news and market information. No prior experience in using Bloomberg Professional is needed. This virtual workshop will be recorded.

View recording. (Login with your Trinity credentials.)

Presentation – IntroductionToBloomberg_Final

Workshop 2: More with Bloomberg

Want to dive deeper into Bloomberg? This workshop will explore additional features of the Bloomberg terminal, including a more in-depth look at financial analysis and charts. You will also learn how to upload live Bloomberg financial data into an Excel spreadsheet. Prerequisite: Introduction to Bloomberg. This virtual workshop will be recorded.

View recording. (Login with your Trinity credentials).

Presentation – MoreWithBloomberg_Final

Any questions – contact Cheryl Cape at cheryl.cape@trincoll.edu.

How do I start using the Bloomberg terminals?

Welcome to the Financial Research and Technology Center at Trinity College in Hartford, Connecticut! To use the Bloomberg terminal, you must first create a login name and password, and note that this username and password is not the same as your Trinity credentials. After you create a login, it is recommended you work through the Bloomberg For Education Getting Started manual to learn the basics of Bloomberg. Read More

I just created a login. What next?

Just getting started on using Bloomberg? Want some guidance on how to use the system? Then work through this recently-published guide from Bloomberg that describes the functionality of the keyboard and panels, and gets you started on analyzing securities.

Bloomberg For Education Sept 2018

Where is the Bloomberg tab in Excel 2019?

Need to use the Bloomberg plugin in Excel, and don’t see the tab? [Note that these instructions are only for the PCs in the Bloomberg lab.] Read More