25.10.20
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GL
Gregory Louie
10 Credentials
2 Issuers
CFA Program Level II
Level II
CFA Program Level II
July 2, 2024
CFA Institute
Matan Feldman
Greg Louie
In order to demonstrate successful completion of all requirements of the following training program
Certification in FP&A Modeling (CFPAM™)
Credential # 80318059
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on August 21, 2023
Founder & CEO
Paul Shaw
Certification in FP&A Modeling (CFPAM™)
August 21, 2023
Wall Street Prep
Pulling Together the FP&A Operating Model
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: | Field of Study:
Credential #80318016 Awarded on
Greg Louie
For Successful Completion of
Pulling Together the FP&A Operating Model
August 21, 2023
to
Delivery Method:
Pulling Together the FP&A Operating Model
August 21, 2023
Wall Street Prep
FP&A Corporate Finance Principles
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: 1.5 | Field of Study: Finance
Credential #80189335 Awarded on
Gregory Louie
For Successful Completion of
FP&A Corporate Finance Principles
August 19, 2023
to
Delivery Method: QAS Self-Study
FP&A Corporate Finance Principles
August 19, 2023
Wall Street Prep
FP&A Presentations & Dashboards
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: 4 | Field of Study: Finance
Credential #79995762 Awarded on
Gregory Louie
For Successful Completion of
FP&A Presentations & Dashboards
August 16, 2023
to
Delivery Method: QAS Self-Study
FP&A Presentations & Dashboards
August 16, 2023
Wall Street Prep
FP&A Long -Range Planning
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: 5 | Field of Study: Finance
Credential #79531286 Awarded on
Gregory Louie
For Successful Completion of
FP&A Long -Range Planning
August 9, 2023
to
Delivery Method: QAS Self-Study
FP&A Long -Range Planning
August 9, 2023
Wall Street Prep
FP&A Operating Model: The Cash Flow Statement
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: .5 | Field of Study: Finance
Credential #78649389 Awarded on
Gregory Louie
For Successful Completion of
FP&A Operating Model: The Cash Flow Statement
July 27, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Cash Flow Statement
July 27, 2023
Wall Street Prep
FP&A Operating Model: The Balance Sheet
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: 2 | Field of Study: Finance
Credential #78462935 Awarded on
Gregory Louie
For Successful Completion of
FP&A Operating Model: The Balance Sheet
July 26, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Balance Sheet
July 26, 2023
Wall Street Prep
FP&A Operating Model: The Income Statement
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: 5.5 | Field of Study: Finance
Credential #78205867 Awarded on
Gregory Louie
For Successful Completion of
FP&A Operating Model: The Income Statement
July 21, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Income Statement
July 21, 2023
Wall Street Prep
An Introduction to FP&A
In accordance with the standards of the
National Registry of CPE
Sponsors, CPE Credits have
been granted based on a
50-Minute Hour.
National Registry of CPE
Sponsors ID Number:
108735
CPE Credits: 9.5 | Field of Study: Finance
Credential #77490744 Awarded on
Gregory Louie
For Successful Completion of
An Introduction to FP&A
July 11, 2023
to
Delivery Method: QAS Self-Study
An Introduction to FP&A
July 11, 2023
Wall Street Prep