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Bloomberg Assessment TestPrep

3+3 hours Course

(Beta Version & Prep Guide)

From the author ofhttp!!sto"#"redit$nan"e"fa%blogspot%in!
http://stockcreditfinancecfa.blogspot.in/http://stockcreditfinancecfa.blogspot.in/


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Content ( hrs plan)

'trateg to ta#e BloombergAssessment test

FA!Corporate!*uit

Valuations!atios

,n-estment Ban#ing

Bloomberg terminal

Bond!Fi.ed ,n"ome /ar#et *"onomi"s re-ision ! Federal

eser-e

,nterpreting /ar#et 0e1s


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Class

No.

Topic Class

duration

2 'trateg to ta#e Bloomberg

Assessment test

(%4 hrs)

5 & 3 FA!Corporate!*uit Valuations!atios (2 hrs)

6 ,n-estment Ban#ing (2 hrs)

4 Bloomberg terminal (%4 hrs)

& 7 Bond!Fi.ed ,n"ome /ar#et! 8eri-ati-es (2 hrs)

9 *"onomi"s re-ision!Federal eser-e (2 hrs)

: ,nterpreting /ar#et 0e1s (%4 hrs)

2 Analti"al easoning (%4 hrs)


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8is"laimer

Copright of all uestions belongsto Bloomberg

This -ideo is for non pro$t andresear"h purpose

Based on 3 $le 1hi"h are on BAT;ebsite

BAT


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About the Author

,nstru"tor has 9> s"ore on BAT? inapro. top : per"entile globall

Cleared CFA @2? F/ @2 e.ams

a-e e.perien"e of tea"hing on ;ii?ta#ing "lasses on G* and G/AT for thepast 5 ear

;ebsites

2% 111%freegregmat"lass%"om

5% sto"#"redit$nan"e"fa%blogspot%in
http://www.freegregmatclass.com/http://www.freegregmatclass.com/


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QUANT & VERBAL (45 MINUTES)

Logical Reasoning

Quants

Verbal

Strategy for geometry, probability, readingcomprehension, critical reasoning, table making

1 set of questions


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ABOUT BLOOMBERG (15 MINUTES)

B-terminal (ticker) data from Bloomberg

Reuter RIC

Importing on excel

ShortcutsBasic idea about terminals like Factset, capital

IQ, etc


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BLOOMBERG TERMINAL


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NEWS (15 MINUTES)

New of Financial Markets

Chart of the day

Importance of federal reserve and market

directionReading bloomberg.com & Reuter.com


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OPEN CHART OF THE DAY


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ADVANCED EQUITY VALUATION (30

MINUTES)

Sector to understand: Oil & Energy vs.

Technology vs. Healthcare etc

Adjustments & apple-apple comparison of intra

sector Companies

FCFE & FCFF for valuation

Making Projection: Element by Element

Intuitive understanding of formula EV/EBITDA

Computing CFO from various methods

Equity CFA L2


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ENTERPRISE VALUE &WEIGHTED

AVERAGE COST OF CAPITAL

Enterprise value =common equity at market

value+ preferred equity at market value+ minority

interest at market value, if any+ debt at market

value+ unfunded pension liabilities and other debt-

deemed provisions- associate company at marketvalue, if any- cash and cash-equivalents


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INVESTMENT BANKING (30

MINUTES)

EV/EBITDA

Transaction vs. Trading multiple

Rating effect on spreads

Share buy back

Monte Carlo

Effect of P/E on acquisition

Synergy

Google buying Motorola (specials on patents)

IPO Facebook)

Corporate Finance CFA L2


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BAT 'trateg

@ea-e no 1ea#ness ,mportan"eof balan"e

a-e it all read for the e.am

Pla time bound game

*.plore publi" $les


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CFA @2 -s BAT

All topi"s of CFA @2 are important

2% *"onomi"s & F'A (imp)

5% Fi.ed ,n"ome? *uit & CorporateFinan"e (imp)

3% 8eri-ati-es (less imp)

6% Portfolio /anagement? A,? =uant

(less imp)

. CFA Formula 'heet is -er useful

. F'A is lo1est mean? means it is


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F/ @2 -s BAT

/an uestions deal 1ith ratingagen"ies

ind of most tal#ed about thingThe rating agen"ies

Predi"ting Volatilities

Foundation or is#

VA (bonds and rating et")


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G/AT -s BAT -s CAT

C

C

Analti"al =uestions /odeling uestion

*-en the ne1 se"tion in"luded1hi"h is Analti"al easoning


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C/T -s BAT

Chartered Market Technician isTa#en b /TA

Charts at Terminal

Bull -s Bear

e-ersal

'upport


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CFA @5

*uit (transa"tion -s tradingmultiples)

Corporate Finan"e "orporatea"tion

Finan"ial eporting AnalsisConsolidation

,nternational e"onomi"s

Cash Do1 "al"ulations

/ista#es ,mpro-ements


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2 ,ntrodu"tion to BAT

24 uestionsE3hrsE25se"tions8istribute time 1eighted on theuestions in se"tion

BAT -s CFA -s F/ -s G/AT -s C/T-s Terminal ;hat mat"hes 1here

*.am has some part embedded

from all *as e.am for those 1ho ha-e

Da-or or e.perien"e 1ith all 6

All real rele-ant areas "o-ered


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5 Bloomberg Terminal

nderstanding 1hat is it all about

3 tutorials are there

2% Bloomberg


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3 Corporate Valuation (*uit)

*uit Valuations (CFA @5)

Trading /ultiples P!* -s Transa"tion/ultiples

8CF FCFF -s FCF*

,mportan"e of *B,T8A

;ACC "omputation and Beta Pri-ate "ompan -aluation

esidual -aluation


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6 ,n-estment Ban#ing /&A

/atri. uestions of merger anda"uisition

'nerg and re pri"ing

,PH for getting mone? and eIe"t ofa"ti-it

8etermination of $nal sto"# pri"es of the

a"uiring "ompan (pri"e of the"ompan on"e the deal goes through) in/&A

'to"#Ee."hange? debt? euit? and

"ombined debt!euit paments in /&A


25/33

4 Fi.ed ,n"ome & Bond mar#et

eal terms in mar#et based on ne1sanalsis

/an uestions in this areaDuration & Convexity

Treasury, Corporate Bond

ABS

/ore to1ard F/ as uestions aretough

,nterpretationof0e1s


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Global /ar#ets 'ensitiation

0umeri"al Greece Spain Italy

C8' EU Crisis

@o1 s"oring area after a""ounting

! Japan ! * ! @atin Ameri"a


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0e1s ,tems

General 0e1s interpretation andde"isions

Bond 0e1s for P,G' ! Japan ! Fedimpa"ts

0e1s of re"ession in * !

@oo#ing into the past to re"ession("orrelation)

e"ession "reates arbitrageopportunit to earn mone

Correlation bet1een Bonds


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7 *"onomi"s

CFA l2 and l5 in"luded li#e "urren"also

=uantitati-e easing and its eIe"t Interest rate effects on Current forwards

Curren" ! interest rates ! inDation

*Ie"t of Federal interest rates


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9 Finan"ial /ar#et

Capital /ar#ets is another 1herepeople s"ore lo1 a""ura"

8eri-ati-es and *.oti" $nan"ialinstruments li#e Volatilit Trading?*TFs? C8'


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: 3 =uestion Finan"ial /ar#et

The longest area Chart of the Day: Bloomberg website

;hi"h one to do $rst and 1hi"h one

to do last


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2 @ogi"al easoninguestions CAT -s BAT

0e1 'e"tion added in G/AT

8ata arrangement

TableEAstra Hther uestions 1ith lots of 8ata

on the s"reen


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Con"lusion

2> Co-erage to all maKor areas

'trateg for e.am

'ensitiation to all areas

Tried to lin# BAT 1ith other*.ams

Pointed out the diIeren"e andsimilarities


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eferen"es for BT

111%stern%nu%edu!Ladamodar!pdfiles!Bloombergfull%pdf

bat core file 1

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