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    • Profile
    • Portfolio
    • Certifications
    • Transactions
    • Network
  • Profile
  • Portfolio
  • Certifications
  • Transactions
  • Network
anestates

My certifications

BSc Finance and Business

FMVA® – Financial Modeling & Valuation Analyst (CFI)

CFA® Level I – Chartered Financial Analyst

 

 2024 – 2027 (Expected)

  • Achieved 2:1 in Year 1; targeting First Class Honours
  • Key modules:
    • Theory of Investments, Corporate & International Finance, Valuation, Financial Derivatives, Data Analytics for Accounting & Finance, FinTech, International Financial Management
  • Relevant electives:
    • Entrepreneurship Finance & Accounting, Strategy, Innovation, Alternative Investments, Blockchain & Crypto Assets

CFA® Level I – Chartered Financial Analyst

FMVA® – Financial Modeling & Valuation Analyst (CFI)

CFA® Level I – Chartered Financial Analyst

 

📅 Planned Exam: May or Nov 2026

  • Gold-standard certification for asset management and portfolio analysis
     
  • Topics: Ethics, Quantitative Methods, Financial Reporting, Equity, Fixed Income, Portfolio Mgmt

FMVA® – Financial Modeling & Valuation Analyst (CFI)

FMVA® – Financial Modeling & Valuation Analyst (CFI)

FMVA® – Financial Modeling & Valuation Analyst (CFI)

 

📅 Expected Completion: Dec 2025

  • Practical training in Excel, DCF modeling, valuation techniques, M&A, and LBOs
     
  • Ideal for investment banking, private equity, and corporate finance roles

Bloomberg Market Concepts (BMC)

FMVA® – Financial Modeling & Valuation Analyst (CFI)

 

Completed: June 2025

  • Global finance certification covering economics, fixed income, equities, and currencies
     
  • Issued by Bloomberg – foundational for roles in asset management and investment
     

Excel for Finance – Advanced

 

📅 Expected Completion: Sept 2025

  • Mastery of Excel tools: pivot tables, dashboards, VLOOKUP/XLOOKUP, automation, and Power Query
     
  • Core skill for any finance or audit role

Python for Finance (Coursera / DataCamp)

 

📅 Expected Completion: Jan 2026

  • Basics of Python, NumPy, Pandas, and Jupyter Notebooks
     
  • Focused on portfolio analysis, trading algorithms, and financial modeling

SQL for Financial Data Analytics

Power BI / Tableau – Data Visualization

Power BI / Tableau – Data Visualization

 

📅 Start: Q1 2026

  • Data extraction and querying for finance
     
  • Useful for analyst roles and financial reporting

Power BI / Tableau – Data Visualization

Power BI / Tableau – Data Visualization

Power BI / Tableau – Data Visualization

 

📅 Start: Q2 2026

  • Interactive dashboards and visual reporting of financial data
     
  • Adds strength for data/analyst positions
     


AWS Cloud Practitioner (Optional)

Power BI / Tableau – Data Visualization

AWS Cloud Practitioner (Optional)

 

📅 Start: TBD – Only if targeting tech roles (e.g. Aladdin at BlackRock)

  • Intro to cloud systems and infrastructure used in fintech and modern asset management platforms
     


 Registered Office:  20 Wenlock Road, London, England, N1 7GU 

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