Custom Study Review and Progress Automation System for Financial Certifications
06/12/2025
2506122101307

About the work

This work describes a complete system created by Aurelio Ribas Estrella to automate and manage study tracking, review scheduling, and adaptive reinforcement for professional certifications such as CFA and FRM.

Originally developed in December 2023 in Excel (.xlsm) format and later enhanced and converted into Google Sheets, the system uses a master logic file (“mother”) and per-user input interfaces with protected formulas and structured permissions.

Key features include spaced repetition algorithms, visual progress indicators, modular control over study components (formulas, examples, question bank), and advanced user access restrictions.

The system was first publicly shared on Reddit on December 5, 2023, and significantly improved in a second version published on June 6, 2025.

This document includes the technical description, publication history, and full author declaration for copyright protection.

Article
data input
google sheets
frm
technical structure
user access
spreadsheet
formula security
protection
study system
cfa

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Title Custom Study Review and Progress Automation System for Financial Certifications
This work describes a complete system created by Aurelio Ribas Estrella to automate and manage study tracking, review scheduling, and adaptive reinforcement for professional certifications such as CFA and FRM.

Originally developed in December 2023 in Excel (.xlsm) format and later enhanced and converted into Google Sheets, the system uses a master logic file (“mother”) and per-user input interfaces with protected formulas and structured permissions.

Key features include spaced repetition algorithms, visual progress indicators, modular control over study components (formulas, examples, question bank), and advanced user access restrictions.

The system was first publicly shared on Reddit on December 5, 2023, and significantly improved in a second version published on June 6, 2025.

This document includes the technical description, publication history, and full author declaration for copyright protection.
Work type Article
Tags data input, google sheets, frm, technical structure, user access, spreadsheet, formula security, protection, study system, cfa

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Registry info in Safe Creative

Identifier 2506122101307
Entry date Jun 12, 2025, 11:47 PM UTC
License All rights reserved

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Copyright registered declarations

Author 100.00 %. Holder AURELIO RIBAS ESTRELLA. Date Jun 12, 2025.


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