25.8.14
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Suggested Credentials
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MS
Marilyn Shi
5 Credentials
3 Issuers
Foundations of Investment Management
Foundations of Investment Management
August 20, 2024
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 #109392037 Awarded on
Marilyn Shi
For Successful Completion of
Microsoft Excel
July 19, 2024
to
Delivery Method: QAS Self-Study
Microsoft Excel
July 19, 2024
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 #108798871 Awarded on
Marilyn Shi
For Successful Completion of
Analyzing Financial Reports
July 14, 2024
to
Delivery Method: QAS Self-Study
Analyzing Financial Reports
July 14, 2024
Wall Street Prep
Matan Feldman
Marilyn Shi
In order to demonstrate successful completion of all requirements of the following training program
Accounting & Financial Statement Analysis
Credential # 106107387
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on June 13, 2024
Founder & CEO
Paul Shaw
CPE Credits Earned: 8, NASBA Field of Study: Finance, Delivery Method: QAS Self-Study
Accounting & Financial Statement Analysis
June 13, 2024
Wall Street Prep
CERTIFICATE
This certificate
Has been awarded to
Date
Certificate number
President and CEO
Investment Foundations® Certificate
Marilyn Shi
May 19, 2024
104061146
Investment Foundations® Certificate
CERTIFICATE
Investment Foundations® Certificate
Investment Foundations® Certificate
May 19, 2024
CFA Institute
