- CERTIFICATEThis certificateHas been awarded toDateCertificate numberPresident and CEOInvestment Foundations® CertificateKelly YuMay 1, 202372856026

CERTIFICATE

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

Investment Foundations® Certificate
Kelly Yu
May 1, 2023
72856026
Kelly Yu
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
May 1, 2023
Expires on
Does not expire