- CERTIFICATEThis certificateHas been awarded toDateCertificate numberPresident and CEOInvestment Foundations® CertificateMaren WillardApril 17, 2025140286791

CERTIFICATE

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

Investment Foundations® Certificate
Maren Willard
April 17, 2025
140286791
Maren Willard
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
April 17, 2025
Expires on
Does not expire