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.

Self-Designed MBA (4 Practitioner-Reviewed Deliverables)

0 milestones · 52 weeks

Design and complete a self-directed MBA across at least four core disciplines (strategy, finance, marketing, operations) — not by logging what you read, but by producing four real module deliverables: a competitive analysis, a financial model, a market research report, and an operations improvement proposal. Each deliverable must be reviewed and challenged by at least one person with relevant professional experience in that module's domain, and the proof submission must include each reviewer's written feedback plus a revision note explaining what changed and why. A syllabus and reading log alone do not satisfy this standard — the four artifacts, each with documented practitioner review, are the proof.

Pass a Professional Certification Exam

3 milestones · 16 weeks

Pass any recognised professional certification exam in your chosen domain — technology, finance, project management, HR, or another field. Proof is the official certificate or verifiable digital badge.

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 identify the key drivers of financial performance — not merely to reconcile the statements. The model must include at least two years of historical data and a one-year projection with documented assumptions. Proof requires review by a finance professional who can confirm that the model links correctly, the projection assumptions are explicit and defensible, and the performance driver analysis is analytically sound.

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 assumptions, sensitivity analysis showing how the valuation changes under different scenarios, and an explicit investment thesis or price target conclusion. The valuation must be for a real company using real financial data. Proof requires review by a finance professional or university finance faculty member who can confirm the methodology is technically correct and the assumptions are 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 relevant analytical frameworks (NPV, WACC, leverage analysis, etc.) and arriving at a reasoned position on whether the decision was correct and why. The case must be a real event with documented financial data, not a textbook example. Proof requires review and challenge by a finance professional who can confirm the framework application is correct and the position is analytically defensible.

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 financial statements. The deliverable is a written analysis interpreting what the ratio comparisons reveal about the company's competitive position, financial health, and strategic priorities — not just a table of numbers. Proof requires review by a finance or accounting professional who can confirm the ratio calculations are correct, the peer selection is appropriate, and the written interpretation goes beyond the obvious.

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 magnitude, and the natural vs. financial hedging options available — and produce a written recommendation on risk management strategy. The analysis must use real data from a real company (public filings, annual reports, or disclosed financials). Proof requires review by a finance professional with international finance or treasury experience who can confirm the exposure analysis is technically correct and the hedging recommendations are practical.

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 document of at least 3,000 words. The analysis must demonstrate genuine integration: the financial implications of the strategic options must be modelled, the operational capacity to execute must be assessed, and the people and change management dimensions must be addressed. Proof requires review by at least two practitioners from different disciplines who confirm the analysis is non-trivial and that the integration is genuine rather than four separate sections glued together. The revision log must document substantive pushback absorbed.