- CERTIFICATEThis certificateHas been awarded toDateCertificate numberPresident and CEOInvestment Foundations® CertificateFrank BerchtoldMarch 14, 202497778081

CERTIFICATE

This certificate
Has been awarded to
Date
Certificate number
President and CEO

Investment Foundations® Certificate
Frank Berchtold
March 14, 2024
97778081
Frank Berchtold
The goal of the Investment Foundations® Certificate is to provide a comprehensive overview of the investment industry and its structure, function, and role in global capital markets and society. You will learn real, tangible knowledge of the fundamentals of the industry, and receive a framework to better understand, solve, and communicate solutions for complex issues. Completion of all 6 courses makes you eligible to take the final assessment, which when passed confers an Investment Foundations® certificate.
Skills / Knowledge
- Investment Industry
- Economics
- Financial Analysis
- Investment Management Strategies
- Standards, Ethics, and Regulations
Issued on
March 14, 2024
Expires on
Does not expire