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Financial databases: certification and training

Where can I find out about certification for Bloomberg, Capital IQ, and LSEG Workspace (formerly Refinitiv), and Datastream?

Bloomberg Certification: 

Bloomberg offers 3 modules as part of there certification program - Bloomberg Financial Fundamentals, Bloomberg Market Concepts and Environmental Social Governance (ESG). 

Open to all current Harvard faculty, students, and staff. 

BMC can also be used on the Bloomberg Terminals: type in BMC <GO>

S&P Capital IQ Pro Academy: 

S&P Capital IQ Pro Academy offers several self-paced training programs to learn the Capital IQ Pro platform, earn your certification, and display your achievements to your network. Includes Capital IQ Pro certification, RatingsDirect certification, use of the Office Plug-in, and modules on corporate valuation, banking, insurance, real estate, energy, metals & mining, media & telecom, fixed income, and portfolio analytics.

Open to all current Harvard faculty, students, and staff:

  • Login to S&P Capital IQ Pro.

  • Click on the question mark (?) icon in the upper right corner.

  • Select S&P Capital IQ Pro Academy to begin certification.

LSEG Finance Essentials Online Certification:

Understanding the Capital Markets requires a synthesis of finance theory, economic insight and market dynamics.

The LSEG Finance Essentials program offers students and market practitioners the opportunity to build a clear understanding of the markets and finance. Designed by industry-leading instructors at Training the Street and finance experts at LSEG, the program offers a carefully organized educational series that delivers a clear framework of the foundations of the Capital Markets.

LSEG Datastream Certification:  

This is a foundational certification covering core functionality within Datastream, designed to get you started

The Datastream Certification allows you to demonstrate your knowledge of a product that is widely used in the industry by financial market professionals. Using our on-demand learning catalogue, you can upskill and prepare at your own pace, with a final test that is accessible online for you to self-register for and take at a time that suits you.

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