25.10.21
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KY
Kristen Yee
6 Credentials
3 Issuers
Excel Basics (Windows)
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: 3.5 | Field of Study: Finance
Kristen Yee
For Successful Completion of
Excel Basics (Windows)
Credential #145368800 Awarded on May 30, 2025 to
Excel Basics (Windows)
May 30, 2025
Wall Street Prep
Foundations of Investment Management
Foundations of Investment Management
August 23, 2024
Wharton Online
Matan Feldman
Kristen Yee
In order to demonstrate successful completion of all requirements of the following training program
Accounting & Financial Statement Analysis
Credential # 112786596
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on August 21, 2024
Founder & CEO
Paul Shaw
CPE Credits Earned: 8, NASBA Field of Study: Finance, Delivery Method: QAS Self-Study
Accounting & Financial Statement Analysis
August 21, 2024
Wall Street Prep
Microsoft Excel
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: 10 | Field of Study: Finance
Credential #112901258 Awarded on
Kristen Yee
For Successful Completion of
Microsoft Excel
August 21, 2024
to
Delivery Method: QAS Self-Study
Microsoft Excel
August 21, 2024
Wall Street Prep
Analyzing Financial Reports
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: 2.5 | Field of Study: Finance
Credential #112877966 Awarded on
Kristen Yee
For Successful Completion of
Analyzing Financial Reports
August 21, 2024
to
Delivery Method: QAS Self-Study
Analyzing Financial Reports
August 21, 2024
Wall Street Prep
CERTIFICATE
This certificate
Has been awarded to
Date
Certificate number
President and CEO
Investment Foundations® Certificate
Kristen Yee
June 15, 2024
106230068
Investment Foundations® Certificate
CERTIFICATE
Investment Foundations® Certificate
Investment Foundations® Certificate
June 15, 2024
CFA Institute
