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.
Financial Database Certifications
Bloomberg Market Concepts (BMC) Certification
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.
Morningstar Direct
User guides and exams provided for four basic areas that must be passed first. Advanced features such as portfolios and attribution are covered via live session, videos, and user guides with exams for six areas. From the left-side menu, select Training, then Certification.
Restricted to only current SMU students, faculty & staff. Available only in the Business Library on the lower level of Hamon Arts Library. Allows for 38 simultaneous users. ***NOTE: To access Morningstar Direct, sign in with the username and password found in the Box folder.***
