25.10.20
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Gregory Louie
9 Credentials
Matan Feldman
Greg Louie
In order to demonstrate successful completion of all requirements of the following training program
Certification in FP&A Modeling (CFPAM™)
Credential # 80318059
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on August 21, 2023
Founder & CEO
Paul Shaw
Certification in FP&A Modeling (CFPAM™)
August 21, 2023
Wall Street Prep
Pulling Together the FP&A Operating Model
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: | Field of Study:
Credential #80318016 Awarded on
Greg Louie
For Successful Completion of
Pulling Together the FP&A Operating Model
August 21, 2023
to
Delivery Method:
Pulling Together the FP&A Operating Model
August 21, 2023
Wall Street Prep
FP&A Corporate Finance Principles
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 #80189335 Awarded on
Gregory Louie
For Successful Completion of
FP&A Corporate Finance Principles
August 19, 2023
to
Delivery Method: QAS Self-Study
FP&A Corporate Finance Principles
August 19, 2023
Wall Street Prep
FP&A Presentations & Dashboards
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 #79995762 Awarded on
Gregory Louie
For Successful Completion of
FP&A Presentations & Dashboards
August 16, 2023
to
Delivery Method: QAS Self-Study
FP&A Presentations & Dashboards
August 16, 2023
Wall Street Prep
FP&A Long -Range Planning
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: 5 | Field of Study: Finance
Credential #79531286 Awarded on
Gregory Louie
For Successful Completion of
FP&A Long -Range Planning
August 9, 2023
to
Delivery Method: QAS Self-Study
FP&A Long -Range Planning
August 9, 2023
Wall Street Prep
FP&A Operating Model: The Cash Flow Statement
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: .5 | Field of Study: Finance
Credential #78649389 Awarded on
Gregory Louie
For Successful Completion of
FP&A Operating Model: The Cash Flow Statement
July 27, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Cash Flow Statement
July 27, 2023
Wall Street Prep
FP&A Operating Model: The Balance Sheet
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 | Field of Study: Finance
Credential #78462935 Awarded on
Gregory Louie
For Successful Completion of
FP&A Operating Model: The Balance Sheet
July 26, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Balance Sheet
July 26, 2023
Wall Street Prep
FP&A Operating Model: The Income Statement
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: 5.5 | Field of Study: Finance
Credential #78205867 Awarded on
Gregory Louie
For Successful Completion of
FP&A Operating Model: The Income Statement
July 21, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Income Statement
July 21, 2023
Wall Street Prep
An Introduction to FP&A
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: 9.5 | Field of Study: Finance
Credential #77490744 Awarded on
Gregory Louie
For Successful Completion of
An Introduction to FP&A
July 11, 2023
to
Delivery Method: QAS Self-Study
An Introduction to FP&A
July 11, 2023
Wall Street Prep
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