Margolis Market Information Lab
Software Proficiencies Certification Program
Would you like to develop a mastery of various financial software tools?
The Margolis Market Information Lab features a variety of software
products used by Accounting Firms, Investment Banks, Consulting
Firms, Trading Institutions and other organizations that hire
University of Illinois students.
Students at the
University of Illinois are able to obtain a certificate
indicating successful completion of various financial and business
software classes and tutorials.
During the Spring 2012 semester, the MIL Software Proficiencies Certification Program includes three sets of certifications. Basic, Intermediate, and Advanced.
Prior to enrolling in the program please carefully review the PROGRAM RULES AND POLICIES!!
- To enroll in the certification program
click here. We
require all certification candidates to accept and agree to the terms of the
certification program prior to taking a certification exam.
-
In order to obtain your certification, you must complete the tutorial and walk into the MIL any
Friday
from 11 AM - 4 PM, and Sunday from 4 - 6:30 PM
to take the corresponding quiz. You must complete the series of quizzes outlined in the table
below in order to receive your certificate.
-
All test takers must show their NetID and
sign in at the MIL front desk.
- Please note that the last day to sit for certification exams during the Spring 2012 semester is Sunday, April 29.
In order to successfully complete a certification level, you must take all classes and pass the exam for each class.
| Basic Certification | Intermediate Certification | Advanced Certification |
|---|---|---|
| Markets | Markets | Markets |
| - Bloomberg 101 | - Bloomberg 104 | - Bloomberg 301 |
| - Bloomberg 102 | - Bloomberg 105 | - X-Trader 201 |
| - Bloomberg 103 | ||
| Corporate Finance | Corporate Finance | Corporate Finance |
| - Capital IQ 101 | - Capital IQ 202 | - Capital IQ 301 |
| - Moody's KMV 101 | - Crystal Ball 103 | |
| Risk Management | Risk Management | Risk Management |
| - Crystal Ball 101 | - Crystal Ball 102 | - Crystal Ball 104 |
| - Matlab 101 | - Matlab 202 | |
| - Matlab 300 | ||
|
Wealth Management Elective: Choose 1 of 2 |
Wealth Management Elective A: Choose 1 of 2 |
|
| - Morningstar Encorr 101 | - Morningstar Encorr 101 | |
| - Morningstar Direct 101 | - Morningstar Direct 101 | |
| Elective B: Choose 1 of 2 | ||
| - Moody's KMV 102 (Corporate Finance) | ||
| - X-Trader 101 (Markets) |
* If you have taken Morningstar Encorr 101 as a basic certification elective you must take Morningstar Direct for the intermediate-level certification (and vice versa.)
