25.9.12
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JY
Jun Yuan
25 Credentials
3 Issuers
Toby Yuan
meets current certification requirements and is thereby licensed in good standing to use the certification marks
Registrant ID #75927
for the period ending March 31, 2026
CERTIFIED FINANCIAL PLANNER®
CERTIFIED FINANCIAL PLANNER®
January 1, 2025
FP Canada
CFA Institute Charterholder Member
CFA Institute Charterholder Member
August 28, 2024
CFA Institute
CFA Institute Charterholder
JUN YUAN, CFA
Charter Awarded
2023
CFA Institute Charterholder
August 22, 2024
CFA Institute
Jun Yuan
March 14, 2024
97655404
Commercial Banking & Credit Analyst (CBCA®)
Commercial Banking & Credit Analyst (CBCA®)
March 14, 2024
Corporate Finance Institute
Jun Yuan
Account Monitoring and Warning Signs
82715631
September 23, 2023
Account Monitoring and Warning Signs
September 23, 2023
Corporate Finance Institute
Jun Yuan
Completing a Credit Application
82716946
September 23, 2023
Completing a Credit Application
September 23, 2023
Corporate Finance Institute
Jun Yuan
Loan Pricing
82713937
September 23, 2023
Loan Pricing
September 23, 2023
Corporate Finance Institute
Jun Yuan
3-Statement Modeling
82329810
September 19, 2023
3-Statement Modeling
September 19, 2023
Corporate Finance Institute
Jun Yuan
Effective Business Writing
81878210
September 13, 2023
Effective Business Writing
September 13, 2023
Corporate Finance Institute
Jun Yuan
Credit Administration and Documentation
81682628
September 11, 2023
Credit Administration and Documentation
September 11, 2023
Corporate Finance Institute
Jun Yuan
Loan Covenants
81668127
September 10, 2023
Loan Covenants
September 10, 2023
Corporate Finance Institute
Jun Yuan
Loan Security
80680709
August 27, 2023
Loan Security
August 27, 2023
Corporate Finance Institute
Jun Yuan
Financial Analysis for Credit
80656583
August 26, 2023
Financial Analysis for Credit
August 26, 2023
Corporate Finance Institute
Jun Yuan
Cash Flow Cycles and Analysis
80243534
August 20, 2023
Cash Flow Cycles and Analysis
August 20, 2023
Corporate Finance Institute
Jun Yuan
Assessing Drivers of Business Growth
79764557
August 12, 2023
Assessing Drivers of Business Growth
August 12, 2023
Corporate Finance Institute
Jun Yuan
Assessing Management
79556368
August 10, 2023
Assessing Management
August 10, 2023
Corporate Finance Institute
