25.10.19
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JZ
Jacob Zoffer
7 Credentials
2 Issuers
CFA Institute Charterholder
JACOB SAMUEL ZOFFER, CFA
Charter Awarded
2025
CFA Institute Charterholder
April 28, 2025
CFA Institute
CFA Institute Charterholder Member
CFA Institute Charterholder Member
April 28, 2025
CFA Institute
CFA Program Level II
Level II
CFA Program Level II
July 2, 2024
CFA Institute
LBO Modeling in the Lower Middle Market
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: 15 | Field of Study: Finance
Jacob Zoffer
For Successful Completion of
LBO Modeling in the Lower Middle Market
Credential #81603381 Awarded on September 8, 2023 to
LBO Modeling in the Lower Middle Market
September 8, 2023
Wall Street Prep
Matan Feldman
Jacob Zoffer
In order to demonstrate successful completion of all requirements of the following training program
PE Deal Process & LBO Modeling
Credential # 81603383
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on September 8, 2023
Founder & CEO
Paul Shaw
CPE Credits Earned: 17.5, NASBA Field of Study: Finance, Delivery Method: QAS Self-Study
PE Deal Process & LBO Modeling
September 8, 2023
Wall Street Prep
Private Equity Deal Process
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: 6 | Field of Study: Finance
Jacob Zoffer
For Successful Completion of
Private Equity Deal Process
Credential #80977914 Awarded on August 30, 2023 to
Private Equity Deal Process
August 30, 2023
Wall Street Prep
Leveraged Buyout (LBO) Modeling
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: Finance
Credential #80706399 Awarded on
Jacob Zoffer
For Successful Completion of
Leveraged Buyout (LBO) Modeling
August 27, 2023
to
Delivery Method: QAS Self-Study
Leveraged Buyout (LBO) Modeling
August 27, 2023
Wall Street Prep
