- CERTIFICATEThis certificateHas been awarded toDateCertificate numberPresident and CEOInvestment Foundations® CertificateAllen JoseMay 25, 2025144494045

CERTIFICATE

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

Investment Foundations® Certificate
Allen Jose
May 25, 2025
144494045
Allen Jose
The goal of the CFA Institute Investment Foundations® Certificate is to provide a comprehensive overview of the investment industry's structure, concepts and ethical considerations, helping to advance your career in finance. You will learn real, tangible knowledge of the fundamentals of the investment industry, and gain an essential understanding of its structure, financial markets, professionals roles and client needs. 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
May 25, 2025
Expires on
Does not expire