25.10.21
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Natalie Morris
6 Credentials
3 Issuers
Foundations of Investment Management
Foundations of Investment Management
August 30, 2023
Wharton Online
Matan Feldman
Natalie Morris
In order to demonstrate successful completion of all requirements of the following training program
Accounting & Financial Statement Analysis
Credential # 78822621
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on July 31, 2023
Founder & CEO
Paul Shaw
CPE Credits Earned: 8, NASBA Field of Study: Finance, Delivery Method: QAS Self-Study
Accounting & Financial Statement Analysis
July 31, 2023
Wall Street Prep
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 #78888869 Awarded on
Natalie Morris
For Successful Completion of
Microsoft Excel
July 31, 2023
to
Delivery Method: QAS Self-Study
Microsoft Excel
July 31, 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 #78734014 Awarded on
Natalie Morris
For Successful Completion of
Analyzing Financial Reports
July 28, 2023
to
Delivery Method: QAS Self-Study
Analyzing Financial Reports
July 28, 2023
Wall Street Prep
Excel Basics (Mac)
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: 1.5 | Field of Study: Finance
Natalie Morris
For Successful Completion of
Excel Basics (Mac)
Credential #78270477 Awarded on July 23, 2023 to
Excel Basics (Mac)
July 23, 2023
Wall Street Prep
CERTIFICATE
This certificate
Has been awarded to
Date
Certificate number
President and CEO
Investment Foundations® Certificate
Natalie Morris
June 1, 2023
74694485
Investment Foundations® Certificate
CERTIFICATE
Investment Foundations® Certificate
Investment Foundations® Certificate
June 1, 2023
CFA Institute
