25.9.12
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JB
James Bernstein
115 Credentials
2 Issuers
CFA Institute Charterholder
JAMES ALLAN BERNSTEIN, CFA
Charter Awarded
2024
CFA Institute Charterholder
October 21, 2024
CFA Institute
James Bernstein
Asset Classes and Financial Markets
65894189
January 7, 2023
Asset Classes and Financial Markets
January 7, 2023
Corporate Finance Institute
James Bernstein
Financial Planning Principles
65893630
January 7, 2023
Financial Planning Principles
January 7, 2023
Corporate Finance Institute
James Bernstein
Economics for Financial Advisors
65892921
January 7, 2023
Economics for Financial Advisors
January 7, 2023
Corporate Finance Institute
65894190
James Bernstein
January 7, 2023
Financial Planning & Wealth Management (FPWMP®)
Financial Planning & Wealth Management (FPWMP®)
January 7, 2023
Corporate Finance Institute
James Bernstein
Effective Communication for Client Facing Advisors
65893238
January 7, 2023
Effective Communication for Client Facing Advisors
January 7, 2023
Corporate Finance Institute
James Bernstein
Risk Management and Insurance Planning
65893382
January 7, 2023
Risk Management and Insurance Planning
January 7, 2023
Corporate Finance Institute
James Bernstein
Portfolio Management for Retail Clients
65832237
January 6, 2023
Portfolio Management for Retail Clients
January 6, 2023
Corporate Finance Institute
James Bernstein
Cash Flow Cycles and Analysis
65772730
January 5, 2023
Cash Flow Cycles and Analysis
January 5, 2023
Corporate Finance Institute
James Bernstein
5 Cs of Credit
65770548
January 5, 2023
5 Cs of Credit
January 5, 2023
Corporate Finance Institute
James Bernstein
Loan Covenants
65767277
January 5, 2023
Loan Covenants
January 5, 2023
Corporate Finance Institute
James Bernstein
Assessing Drivers of Business Growth
65762853
January 5, 2023
Assessing Drivers of Business Growth
January 5, 2023
Corporate Finance Institute
James Bernstein
Assessing Management
65766832
January 5, 2023
Assessing Management
January 5, 2023
Corporate Finance Institute
James Bernstein
Evaluating a Business Plan
65771009
January 5, 2023
Evaluating a Business Plan
January 5, 2023
Corporate Finance Institute
James Bernstein
Loan Security
65767086
January 5, 2023
Loan Security
January 5, 2023
Corporate Finance Institute
James Bernstein
Credit Administration and Documentation
65767816
January 5, 2023
Credit Administration and Documentation
January 5, 2023
Corporate Finance Institute
