Certification Programs

We offer the following certifications:

Basic Certification

  • Capital IQ 101
  • Bloomberg 101
  • Crystal Ball 101
  • Excel 101
  • Matlab 101
  • Morningstar Direct 101
  • Rotman Interactive Trader 101
  • Bloomberg 103
  • KMV 101

Trading Track

  • Rotman Interactive Trader 102 (Required)
  • Rotman Interactive Trader 103(Required)
  • Matlab 202 or Excel 105 (1 of 2 Required)
  • Bloomberg 104 or 105 or 301 (1 of 3 Required)
  • Rotman Interactive Trader 104 or 105 or 106 (1 of 3 Required)

Risk Analytics Track

  • Matlab 201 or Excel 104 (1 of 2 Required)
  • Matlab 202 or Excel 105 (1 of 2 Required)
  • Crystal Ball 102 (Required)
  • Crystal Ball 104 (Required)

Investment Banking Track

  • Capital IQ 202 (Required Quiz)
  • Capital IQ 301 (Required Quiz)
  • Bloomberg 102 or Crystal Ball 103 (1 of 2 Required)
  • Excel 102 or Excel 103 (1 of 2 Required)

Wealth Management Track

  • Matlab 300 (Required)
  • Morningstar Direct 201 (Required)
  • Morningstar Direct 202 (Required)
  • Crystal Ball 102 (Required)
To be eligible to select a track and sit for the practicum exam for a track you are required to (a) hold the basic level certification, and (b) attend ALL of the courses in a track curriculum. However, you only need to to take the REQUIRED non-practicum quizzes (see each track above). For example, to complete the Investment Banking track you are required to take all 6 classes but by passing 4 required quizzes you are eligible to sit for the Investment Banking practicum exam.
Program Enrollment
To enroll in the certification program click here. Only register here if you have NEVER registered for the MIL Certification program in the past. You only need to register once to be eligible to participate in all certification levels (basic and tracks).
Basic Certification
To complete the basic certification you must take all 9 tutorials and pass all 9 quizzes.
Practicum Certification
To be eligible to select a track and sit for the practicum exam, you must hold the basic-level certification and attend all of the courses in the track. You only need to take the REQUIRED non-practicum quizzes. Registration is available here
Certification Quizzes
You can take certification quizzes on any Sunday betwwen 1:00 PM and 9:00 PM in the MIL. The last time to start a quiz is 8:00 PM. You are only eligible to take a quiz after sitting and receiving credit for the class. If you fail a quiz, you must take the class again! You can take as many quizzes in one day as you are eligible for. However, you must pass any prerequisites before taking a secondary quiz (i.e. BB101 before BB102).
Passing Scores
You must obtain a 70% on each certification exam to pass. It can take up to two weeks to have a quiz graded and uploaded.
Viewing Scores
Provided you are registered for the program, you will be added to the MIL Compass page after your first exam is graded.
Online Quizzes
We currently offer Matlab 101, KMV 101, Crystal Ball 101, CapIQ 101, Direct 101, Bloomberg 101/102/103, and RIT 101 online. However, you must be in the lab to take the quiz.
Practicum Capstone Exams
On select Fridays in 1029C, you can sit for the capstone test. Click here to register.
  • Investment Banking: TBA
  • Risk Analytics: TBA
  • Wealth Management: TBA
  • Trading: TBA