25.12.4
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DG
DAKOTA GRANT ROBERTS
9 Credentials
Intrinsic Valuation
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 #143751911 Awarded on
Dakota Roberts
For Successful Completion of
Intrinsic Valuation
May 20, 2025
to
Delivery Method: QAS Self-Study
Intrinsic Valuation
May 20, 2025
Wall Street Prep
Professional Soft Skills
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: 1 | Field of Study: Finance
Credential #143755962 Awarded on
Dakota Roberts
For Successful Completion of
Professional Soft Skills
May 20, 2025
to
Delivery Method: QAS Self-Study
Professional Soft Skills
May 20, 2025
Wall Street Prep
Matan Feldman
Dakota Roberts
In order to demonstrate successful completion of all requirements of the following training program
Sell-side Equity Research Certification (ERC©)
Credential # 143755963
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on May 20, 2025
Founder & CEO
Paul Shaw
CPE Credits Earned: , NASBA Field of Study: Finance, Delivery Method: QAS-Self Study
Sell-side Equity Research Certification (ERC©)
May 20, 2025
Wall Street Prep
Financial Statement 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: 11 | Field of Study: Finance
Credential #143546053 Awarded on
Dakota Roberts
For Successful Completion of
Financial Statement Modeling
May 18, 2025
to
Delivery Method: QAS Self-Study
Financial Statement Modeling
May 18, 2025
Wall Street Prep
Relative Valuation
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: 1.5 | Field of Study: Finance
Credential #143600252 Awarded on
Dakota Roberts
For Successful Completion of
Relative Valuation
May 18, 2025
to
Delivery Method: QAS Self-Study
Relative Valuation
May 18, 2025
Wall Street Prep
Writing Research 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: 3.5 | Field of Study: Finance
Credential #142594928 Awarded on
Dakota Roberts
For Successful Completion of
Writing Research Reports
May 9, 2025
to
Delivery Method: QAS Self-Study
Writing Research Reports
May 9, 2025
Wall Street Prep
Thesis and Due Diligence
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
Credential #140078277 Awarded on
Dakota Roberts
For Successful Completion of
Thesis and Due Diligence
April 16, 2025
to
Delivery Method: QAS Self-Study
Thesis and Due Diligence
April 16, 2025
Wall Street Prep
Financial Statement Analysis
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: 4 | Field of Study: Finance
Credential #139257198 Awarded on
Dakota Roberts
For Successful Completion of
Financial Statement Analysis
April 7, 2025
to
Delivery Method: QAS Self-Study
Financial Statement Analysis
April 7, 2025
Wall Street Prep
Equity Research 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: 1.5 | Field of Study: Finance
Credential #138700297 Awarded on
Dakota Roberts
For Successful Completion of
Equity Research Process
April 1, 2025
to
Delivery Method: QAS Self-Study
Equity Research Process
April 1, 2025
Wall Street Prep
3 more credentials
1 more issuer
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