- CERTIFICATEThis certificateInvestment Foundations® CertificateHas been awarded toKatrina ZengCertificate numberDate145678523June 1, 2025President and CEO


CERTIFICATE
This certificate
Investment Foundations® Certificate
Has been awarded to
Katrina Zeng
Certificate number
Date
145678523
June 1, 2025

President and CEO
Katrina Zeng
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
June 1, 2025
Expires on
Does not expire