25.10.21
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KL
Katherine Liu
5 Credentials
3 Issuers
Foundations of Investment Management
Foundations of Investment Management
August 3, 2023
Wharton Online
Microsoft Excel
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: 10 | Field of Study: Finance
Credential #76623892 Awarded on
Katherine Liu
For Successful Completion of
Microsoft Excel
June 29, 2023
to
Delivery Method: QAS Self-Study
Microsoft Excel
June 29, 2023
Wall Street Prep
Analyzing Financial Reports
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: 2.5 | Field of Study: Finance
Credential #76236026 Awarded on
Katherine Liu
For Successful Completion of
Analyzing Financial Reports
June 23, 2023
to
Delivery Method: QAS Self-Study
Analyzing Financial Reports
June 23, 2023
Wall Street Prep
Matan Feldman
Katherine Liu
In order to demonstrate successful completion of all requirements of the following training program
Accounting & Financial Statement Analysis
Credential # 75899404
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on June 20, 2023
Founder & CEO
Paul Shaw
CPE Credits Earned: 8, NASBA Field of Study: Finance, Delivery Method: QAS Self-Study
Accounting & Financial Statement Analysis
June 20, 2023
Wall Street Prep
CERTIFICATE
This certificate
Has been awarded to
Date
Certificate number
President and CEO
Investment Foundations® Certificate
Katherine Liu
May 23, 2023
74134917
Investment Foundations® Certificate
CERTIFICATE
Investment Foundations® Certificate
Investment Foundations® Certificate
May 23, 2023
CFA Institute
