25.14.1
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MH
Morgan Helfand
4 Credentials
2 Issuers
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 #151453272 Awarded on
Morgan Helfand
For Successful Completion of
Microsoft Excel
June 18, 2025
to
Delivery Method: QAS Self-Study
Microsoft Excel
June 18, 2025
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 #151002465 Awarded on
Morgan Helfand
For Successful Completion of
Analyzing Financial Reports
June 17, 2025
to
Delivery Method: QAS Self-Study
Analyzing Financial Reports
June 17, 2025
Wall Street Prep
Matan Feldman
Morgan Helfand
In order to demonstrate successful completion of all requirements of the following training program
Accounting & Financial Statement Analysis
Credential # 150543001
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on June 16, 2025
Founder & CEO
Paul Shaw
CPE Credits Earned: 8, NASBA Field of Study: Finance, Delivery Method: QAS Self-Study
Accounting & Financial Statement Analysis
June 16, 2025
Wall Street Prep
CERTIFICATE
This certificate
Has been awarded to
Date
Certificate number
President and CEO
Investment Foundations® Certificate
Morgan Helfand
May 31, 2025
145649254
Investment Foundations® Certificate
CERTIFICATE
Investment Foundations® Certificate
Investment Foundations® Certificate
May 31, 2025
CFA Institute
