25.9.12
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JO
Jack OKeefe
13 Credentials
PowerPoint Training
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: 15 | Field of Study: Finance
Jack O’Keefe
For Successful Completion of
PowerPoint Training
Credential #122248796 Awarded on November 11, 2024 to
PowerPoint Training
November 11, 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 #121699801 Awarded on
Jack O’Keefe
For Successful Completion of
Microsoft Excel
November 6, 2024
to
Delivery Method: QAS Self-Study
Microsoft Excel
November 6, 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 #121699803 Awarded on
Jack O’Keefe
For Successful Completion of
Microsoft Excel
November 6, 2024
to
Delivery Method: QAS Self-Study
Microsoft Excel
November 6, 2024
Wall Street Prep
Excel Basics (Mac)
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
Jack O’Keefe
For Successful Completion of
Excel Basics (Mac)
Credential #121696427 Awarded on November 6, 2024 to
Excel Basics (Mac)
November 6, 2024
Wall Street Prep
Matan Feldman
Jack O’Keefe
In order to demonstrate successful completion of all requirements of the following training program
Certification in FP&A Modeling (CFPAM™)
Credential # 112651536
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on August 19, 2024
Founder & CEO
Paul Shaw
CPE Credits Earned: 31, NASBA Field of Study: Finance, Delivery Method: QAS-Self Study
Certification in FP&A Modeling (CFPAM™)
August 19, 2024
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 #112651534 Awarded on
Jack O’Keefe
For Successful Completion of
FP&A Corporate Finance Principles
August 19, 2024
to
Delivery Method: QAS Self-Study
FP&A Corporate Finance Principles
August 19, 2024
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 #111604275 Awarded on
Jack O’Keefe
For Successful Completion of
FP&A Presentations & Dashboards
August 7, 2024
to
Delivery Method: QAS Self-Study
FP&A Presentations & Dashboards
August 7, 2024
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 #111481768 Awarded on
Jack O’Keefe
For Successful Completion of
FP&A Long -Range Planning
August 6, 2024
to
Delivery Method: QAS Self-Study
FP&A Long -Range Planning
August 6, 2024
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: 3 | Field of Study: Finance
Credential #110813101 Awarded on
Jack O’Keefe
For Successful Completion of
Pulling Together the FP&A Operating Model
July 30, 2024
to
Delivery Method: QAS Self-Study
Pulling Together the FP&A Operating Model
July 30, 2024
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 #110653193 Awarded on
Jack O’Keefe
For Successful Completion of
FP&A Operating Model: The Cash Flow Statement
July 29, 2024
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Cash Flow Statement
July 29, 2024
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 #110425220 Awarded on
Jack O’Keefe
For Successful Completion of
FP&A Operating Model: The Income Statement
July 26, 2024
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Income Statement
July 26, 2024
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 #110446173 Awarded on
Jack O’Keefe
For Successful Completion of
FP&A Operating Model: The Balance Sheet
July 26, 2024
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Balance Sheet
July 26, 2024
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 #109736606 Awarded on
Jack O’Keefe
For Successful Completion of
An Introduction to FP&A
July 23, 2024
to
Delivery Method: QAS Self-Study
An Introduction to FP&A
July 23, 2024
Wall Street Prep
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