Financial Platforms: Training and Certifications

The Goizueta Business Library licenses several Wall Street financial platforms: Bloomberg, LSEG EIKON, FactSet, and Pitchbook. Each offers various options for learning to use the platform, understanding more about topics (e.g. equities, fixed income) and most include courses for which you can earn certificates.

Below is relevant information and links for each platform

Bloomberg

Bloomberg is licensed only for the Goiuzeta Business School community.

 Bloomberg Market Concepts; Environmental Sustainability Governance, and Finance Fundamentals (BFF)

Bloomberg for Education currently offers three self-paced, interactive certification courses: Bloomberg Market Concepts (BMC), Environmental Sustainability Governance (ESG), and Finance Fundamentals (BFF). These can boost your knowledge and strengthen your job applications. Upon finishing each program, you will receive a certificate of completion that you can promote on your LinkedIn, resume, and CV.

 

LSEG Eikon

LSEG Eikon is licensed only for the Goiuzeta Business School community.

Learning Centre
www.refinitiv.com/en/learning-centre
You will be prompted to register; use your emory.edu email
NOTE: The Goizueta Business School is licensed for Refinitiv EIKON, not Refinitiv Workspace

The Learning Centre houses the following content:

  • Guided Learning – Explore a curated selection of topics for the Investment Banking community, including Market Data, Asset Management, Wealth Management, and Risk & Compliance. This section includes both on-demand and instructor-led learning sessions.
  • Enroll in Classes – Locate hundreds of live classes that you can register for; includes a filter by skill-level. Also access PDF Factsheets and Quick-Start Guides.
  • Watch Videos – Watch hundreds of videos; includes a filter by skill-level. Also access PDF Factsheets and Quick-Start Guides.
  • Take Certifications – Become proficient in Refinitiv products; on-demand training allows you to learn at your desktop or mobile at your own pace. A final assessment will prove your knowledge to peers and future employers. The Certification program is new, and more options will be added over time.

FactSet

FactSet is licensed only for the Goiuzeta Business School community.

FactSet Learning Center
https://learning.factset.com/ 
Login with your FactSet username/password  (Registration for FactSet takes 7-10 days, follow these steps)

The Learning Center houses the following content:

  • User Workflows – eLearning tailored to specific job functions (e.g., Investment Banking, Portfolio Analysis, Wealth Management).
  • FactSet Products – eLearning focused on increasing knowledge on workflow solutions (e.g., company research, screening, market/news, portfolio analysis).
  • FactSet Certificates – Earn a FactSet Essentials Certificate, including Core Products, Derivative Products, Portfolio Analysis, and Universal Screening.
  • Live Training Calendar – Register for FactSet instructor-led training.
  • Training Catalog – Locate hundreds of recorded training sessions.

image of fastest learning page

Pitchbook

Pitchbook is licensed for all of Emory

Pitchbook Pioneer
https://pioneer.pitchbook.com
Login with your Pitchbook username/password.

Read this blog to learn more about Pitchbook Pioneer.

The Learning Center houses the following content:

  • Pitchbook 101 – Learn to navigate the PitchBook Platform.
  • Course Catalog – Locate all live and recording training sessions; filter by firm type (e.g., VC, PE, Investment Banking) and Business Objective (e.g., Asset Allocation, Fund Rasing, Deal Sourcing).
  • Live Training – Register for workshops or watch recorded sessions on-demand.