Equity Training Programme

The Challenge

Bloomberg clients, from new apprentices to experienced analysts, needed training on the Terminal’s equity capabilities. Training needed to be practical, relevant, and adapted to vastly different skill levels.

My Role

I delivered regular in-person and virtual training sessions to equity clients, ranging from one-on-one desk-side coaching to formal classroom sessions. I also led the introduction to equities session for Bloomberg’s new apprentice hire cohort.

Training Philosophy

I developed an approach built on three principles:

Start with their problem. Every session began with understanding what the client was actually trying to achieve, not what I assumed they needed.

Build from the familiar. For apprentices with no finance background, I used everyday analogies before introducing financial concepts. For experienced analysts, I connected new functions to workflows they already used.

Make it stick. Rather than covering every function, I focused on the 3–5 changes that would have the biggest immediate impact on their daily work.

Topics Covered

Fundamental data functions and financial statement analysis
Equity screening and comparables (EQS, RV)
BQL fundamentals for automated data extraction
Custom workflow building with Launchpad
Best practices for estimates and modelling

The Results

Delivered 100+ training sessions across desk-side, virtual, and classroom formats
Led apprentice induction training: often the first exposure new hires had to equity analysis on the Terminal
Consistently positive feedback on clarity, relevance, and practical usefulness of sessions