- CERTIFICATEThis certificateInvestment Foundations® CertificateHas been awarded toMandy ZhangCertificate numberDate150172260June 16, 2025President and CEO


CERTIFICATE
This certificate
Investment Foundations® Certificate
Has been awarded to
Mandy Zhang
Certificate number
Date
150172260
June 16, 2025

President and CEO
Mandy Zhang
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 16, 2025
Expires on
Does not expire