Sai Santosh M

Financial Analyst Intern at Beta Insights Professional Academy
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Contact Information
us****@****om
(386) 825-5501
Location
Andhra Pradesh, India, IN
Languages
  • English Full professional proficiency
  • Telugu Limited working proficiency

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Bio

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Credentials

  • Budgeting and Forecasting
    Corporate Finance Institute
    May, 2023
    - Nov, 2024
  • Investment Management Virtual Experience Programme
    Fidelity International
    Sep, 2022
    - Nov, 2024
  • Investment planning specialist
    FPSB Ltd. - India (LO)
    Nov, 2021
    - Nov, 2024
  • Finance for Everyone: Decisions / Coursera
    McMaster University
    Nov, 2020
    - Nov, 2024
  • Business Writing
    Coursera
    Oct, 2020
    - Nov, 2024
  • Introduction to Financial Markets
    Coursera
    Oct, 2020
    - Nov, 2024
  • Supply Chain Planning
    Coursera
    Oct, 2020
    - Nov, 2024
  • Financial Risk Analytics
    Great Learning
    May, 2020
    - Nov, 2024
  • Investment Planning Specialist
    FPSB Ltd.
    Apr, 2022
    - Nov, 2024
  • Retirement and Tax Planning Specialist Certification
    FPSB Ltd.
    Nov, 2021
    - Nov, 2024
  • Risk and Estate Planning Specialist Certification
    FPSB Ltd.
    Nov, 2021
    - Nov, 2024

Experience

Education

  • CHANDIGARH UNIVERSITY
    Master of Business Administration - MBA, Finance
    2021 - 2023
  • IMS Proschool Pvt. Ltd.
    CFP, Financial Planning and Services
    2021 - 2022
  • Sri Sathya Sai Institute of Higher Learning
    Bachelor of Business Administration - BBA, Investment analysis & portfolio management, Operations management.
    2017 - 2020

Community

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