Skills

Build a 3–6 Month Emergency Fund

0 milestones · 26 weeks

Save 3–6 months of living expenses in a dedicated account, tracked and documented from zero to target balance.

Build and Keep a Budget for 90 Days

0 milestones · 13 weeks

Create a personal or household budget and stick to it for 90 consecutive days with weekly log submissions as proof.

Pay Off a Defined Debt Balance to Zero

0 milestones · 26 weeks

Select a specific debt, create a payoff plan, and reduce the balance to zero — documented with statements as proof.

Read and Analyze Financial Statements

0 milestones · 8 weeks

Analyze the P&L, balance sheet, and cash flow statement of 5 real public companies and produce a written analysis of each.

Take Control of Your Personal Finances

0 milestones · 8 weeks

Complete a structured personal finance course and apply every concept to your own finances with a documented financial plan.

Pass CFA Level 1 Exam

0 milestones · 24 weeks

Pass the CFA Level 1 examination on first or second attempt. Official result notification as proof.

Pass CFA Level 2 Exam

0 milestones · 24 weeks

Pass the CFA Level 2 examination. Requires CFA Level 1 completion. Official result notification as proof.

Pass CFA Level 3 Exam

0 milestones · 24 weeks

Pass the CFA Level 3 examination and earn the CFA designation. Official charter letter as proof.

Pass CPA / ACCA / ACA Professional Exam

0 milestones · 52 weeks

Pass all sections of the CPA (US), ACCA (UK/Global), or ACA (UK) professional accounting examinations.

Earn Series 7 License

0 milestones · 10 weeks

Pass the FINRA Series 7 General Securities Representative Examination. Official license confirmation as proof.

Build a 3-Statement Financial Model from Scratch

0 milestones · 6 weeks

Build a complete, linked 3-statement financial model (P&L, balance sheet, cash flow) for a real company from scratch.

Master Excel/Sheets for Financial Analysis

0 milestones · 6 weeks

Demonstrate advanced Excel or Google Sheets skills by building a complex financial model, dashboard, or data tool.

Build a Three-Statement Financial Model for Industry Analysis

0 milestones · 6 weeks

Build a complete, linked three-statement financial model (income statement, balance sheet, cash flow statement) from publicly available filings for a real company, and use it to…

Value a Real Company Using DCF or Comparable Analysis

0 milestones · 10 weeks

Perform a full valuation of a real publicly traded or recently acquired company using either a discounted cash flow model or comparable company analysis — with fully documented…

Analyse a Real Corporate Finance Decision

0 milestones · 8 weeks

Analyse a real, documented corporate finance decision — a major acquisition, a restructuring, a capital structure change, or a significant capital allocation choice — applying the…

Benchmark a Company's Financial Ratios Against Industry Peers

0 milestones · 6 weeks

Select a real company and benchmark its key financial ratios — profitability, liquidity, leverage, and efficiency — against three to five direct industry peers using public…

Analyse Foreign Exchange Risk for a Real Business

0 milestones · 8 weeks

Analyse the foreign exchange risk exposure of a real business with documented international revenue — identifying the currencies involved, the transaction and translation risk…

Complete an Integrated Business Case Analysis

0 milestones · 16 weeks

Produce a multi-domain analysis of a real organisation facing a complex strategic challenge — addressing strategy, finance, operations, and people dimensions in a single coherent…

Learn Corporate Finance (MIT 15.401)

2 milestones · 16 weeks

Corporate Finance (MIT OpenCourseWare), then one piece of your own. Part of the Varsity Curriculum: Business Administration.

Learn Public Economics (MIT 14.41)

2 milestones · 16 weeks

Public Finance and Public Policy (MIT OpenCourseWare), then one piece of your own. Part of the Varsity Curriculum: Economics.