25.12.4
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LC
Lee Chi Ho
27 Credentials
Matan Feldman
CHI HO lee
In order to demonstrate successful completion of all requirements of the following training program
Bond Math & Analysis
Credential # 134554735
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on February 22, 2025
Founder & CEO
Paul Shaw
CPE Credits Earned: 10, NASBA Field of Study: Finance, Delivery Method: QAS Self Study
Bond Math & Analysis
February 22, 2025
Wall Street Prep
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 #131011857 Awarded on
CHI HO lee
For Successful Completion of
Intrinsic Valuation
January 25, 2025
to
Delivery Method: QAS Self-Study
Intrinsic Valuation
January 25, 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 #131018380 Awarded on
CHI HO lee
For Successful Completion of
Professional Soft Skills
January 25, 2025
to
Delivery Method: QAS Self-Study
Professional Soft Skills
January 25, 2025
Wall Street Prep
Matan Feldman
CHI HO lee
In order to demonstrate successful completion of all requirements of the following training program
Sell-side Equity Research Certification (ERC©)
Credential # 131018381
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on January 25, 2025
Founder & CEO
Paul Shaw
CPE Credits Earned: , NASBA Field of Study: Finance, Delivery Method: QAS-Self Study
Sell-side Equity Research Certification (ERC©)
January 25, 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 #130191420 Awarded on
CHI HO lee
For Successful Completion of
Relative Valuation
January 18, 2025
to
Delivery Method: QAS Self-Study
Relative Valuation
January 18, 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 #127999202 Awarded on
CHI HO lee
For Successful Completion of
Financial Statement Modeling
December 28, 2024
to
Delivery Method: QAS Self-Study
Financial Statement Modeling
December 28, 2024
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 #127544835 Awarded on
CHI HO lee
For Successful Completion of
Writing Research Reports
December 24, 2024
to
Delivery Method: QAS Self-Study
Writing Research Reports
December 24, 2024
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 #127025130 Awarded on
CHI HO lee
For Successful Completion of
Thesis and Due Diligence
December 19, 2024
to
Delivery Method: QAS Self-Study
Thesis and Due Diligence
December 19, 2024
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 #126478250 Awarded on
CHI HO lee
For Successful Completion of
Financial Statement Analysis
December 15, 2024
to
Delivery Method: QAS Self-Study
Financial Statement Analysis
December 15, 2024
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 #125812255 Awarded on
CHI HO lee
For Successful Completion of
Equity Research Process
December 10, 2024
to
Delivery Method: QAS Self-Study
Equity Research Process
December 10, 2024
Wall Street Prep
ESG Investing, Green Bonds and Social Bonds
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
CHI HO lee
For Successful Completion of
ESG Investing, Green Bonds and Social Bonds
Credential #125673329 Awarded on December 9, 2024 to
ESG Investing, Green Bonds and Social Bonds
December 9, 2024
Wall Street Prep
Matan Feldman
CHI HO lee
In order to demonstrate successful completion of all requirements of the following training program
Fixed Income Markets (FIMC©)
Credential # 125239585
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on December 5, 2024
Founder & CEO
Paul Shaw
CPE Credits Earned: 14, NASBA Field of Study: Finance, Delivery Method: QAS Self-Study
Fixed Income Markets (FIMC©)
December 5, 2024
Wall Street Prep
Mortgage Backed Securities
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 #125239584 Awarded on
CHI HO lee
For Successful Completion of
Mortgage Backed Securities
December 5, 2024
to
Delivery Method: QAS Self Study
Mortgage Backed Securities
December 5, 2024
Wall Street Prep
Corporate Bonds
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 #124537558 Awarded on
CHI HO lee
For Successful Completion of
Corporate Bonds
November 29, 2024
to
Delivery Method: QAS Self Study
Corporate Bonds
November 29, 2024
Wall Street Prep
Government Bonds
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
CHI HO lee
For Successful Completion of
Government Bonds
Credential #123581754 Awarded on November 21, 2024 to
Government Bonds
November 21, 2024
Wall Street Prep
Money Markets
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
CHI HO lee
For Successful Completion of
Money Markets
Credential #123029083 Awarded on November 16, 2024 to
Money Markets
November 16, 2024
Wall Street Prep
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