Finance Certifications: Overview

Globally recognized in the financial asset management field. Enroll in a CFA review course during the spring semester. The Cox School of Business’ connection with the Dallas/Fort Worth CFA Society offers scholarships to Cox MSF students toward the Level I examination.

Go to <BCER> on the Bloomberg terminal. Set up your personal login with your SMU email. Watch the videos and answer the questions. Four modules: Economic Indicators, Currencies, Fixed Income, and Equities.

Sign up with your SMU email address and the access code provided by FactSet. Use the Online Assistant page 21530 in FactSet for help. Five courses: Core Products, Derivative Products, Productivity Suite, Portfolio Analysis and Universal Screening.