- CERTIFICATEThis certificateInvestment Foundations® CertificateHas been awarded toBrian RomanCertificate numberDate95464686March 20, 2019President and CEO


CERTIFICATE
This certificate
Investment Foundations® Certificate
Has been awarded to
Brian Roman
Certificate number
Date
95464686
March 20, 2019

President and CEO
Brian Roman
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 20, 2019
Expires on
Does not expire