25.14.1
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JW
James William O'Brien
9 Credentials
Matan Feldman
James William O'Brien
In order to demonstrate successful completion of all requirements of the following training program
Certification in FP&A Modeling (CFPAM™)
Credential # 88514615
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on December 2, 2023
Founder & CEO
Paul Shaw
CPE Credits Earned: 31, NASBA Field of Study: Finance, Delivery Method: QAS-Self Study
Certification in FP&A Modeling (CFPAM™)
December 2, 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 #88514614 Awarded on
James William O'Brien
For Successful Completion of
FP&A Corporate Finance Principles
December 2, 2023
to
Delivery Method: QAS Self-Study
FP&A Corporate Finance Principles
December 2, 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 #88400133 Awarded on
James William O'Brien
For Successful Completion of
FP&A Presentations & Dashboards
November 30, 2023
to
Delivery Method: QAS Self-Study
FP&A Presentations & Dashboards
November 30, 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 #87618629 Awarded on
James William O'Brien
For Successful Completion of
FP&A Long -Range Planning
November 22, 2023
to
Delivery Method: QAS Self-Study
FP&A Long -Range Planning
November 22, 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: 3 | Field of Study: Finance
Credential #86810899 Awarded on
James William O'Brien
For Successful Completion of
Pulling Together the FP&A Operating Model
November 13, 2023
to
Delivery Method: QAS Self-Study
Pulling Together the FP&A Operating Model
November 13, 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 #83782903 Awarded on
James William O'Brien
For Successful Completion of
FP&A Operating Model: The Cash Flow Statement
October 7, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Cash Flow Statement
October 7, 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 #83576428 Awarded on
James William O'Brien
For Successful Completion of
FP&A Operating Model: The Balance Sheet
October 4, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Balance Sheet
October 4, 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 #83482269 Awarded on
James William O'Brien
For Successful Completion of
FP&A Operating Model: The Income Statement
October 3, 2023
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Income Statement
October 3, 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 #82931842 Awarded on
James William O'Brien
For Successful Completion of
An Introduction to FP&A
September 26, 2023
to
Delivery Method: QAS Self-Study
An Introduction to FP&A
September 26, 2023
Wall Street Prep
