LUNA1 RESEARCHIndependent investment research
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Certifications

A deliberate path of professional development.

Credentials and planned coursework supporting financial analysis, accounting fluency, market knowledge, and applied modeling.

01
Planned

SIE

FINRA

Skills developedSecurities industry foundationsCredential link pending
02
Completed

QuickBooks Online Level 1

Intuit

Skills developedAccounting systems and workflowsCredential link pending
03
Completed

Microsoft Excel

Microsoft

Skills developedAdvanced analysis and modelingCredential link pending
04
Completed

Bloomberg Market Concepts

Bloomberg

Skills developedMarkets, economics, and terminalsCredential link pending
05
Roadmap

Future finance certifications

Various

Skills developedContinued professional developmentCredential link pending