25.10.20
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Simon Lee
18 Credentials
Sell-Side Equity Research
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 #142781170 Awarded on
Simon Lee
For Successful Completion of
Sell-Side Equity Research
May 11, 2025
to
Delivery Method: QAS Self-Study
Sell-Side Equity Research
May 11, 2025
Wall Street Prep
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
Simon Lee
For Successful Completion of
PowerPoint Training
Credential #116151934 Awarded on September 22, 2024 to
PowerPoint Training
September 22, 2024
Wall Street Prep
Private Company 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: 2 | Field of Study: Finance
Simon Lee
For Successful Completion of
Private Company Analysis
Credential #113899191 Awarded on August 29, 2024 to
Private Company Analysis
August 29, 2024
Wall Street Prep
Matan Feldman
Simon Lee
In order to demonstrate successful completion of all requirements of the following training program
Financial & Valuation Modeling
Credential # 113658553
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on August 28, 2024
Founder & CEO
Paul Shaw
CPE Credits Earned: 52.5, NASBA Field of Study: Finance, Delivery Method: QAS Self Study
Financial & Valuation Modeling
August 28, 2024
Wall Street Prep
Matan Feldman
Simon Lee
In order to demonstrate successful completion of all requirements of the following training program
Financial Statement Modeling
Credential # 113644687
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on August 28, 2024
Founder & CEO
Paul Shaw
CPE Credits Earned: 12.5, NASBA Field of Study: Finance, Delivery Method: QAS Self-Study
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: 12.5 | Field of Study: Finance
Credential #113644687 Awarded on
Simon Lee
For Successful Completion of
Financial Statement Modeling
August 28, 2024
to
Delivery Method: QAS Self-Study
Financial Statement Modeling
August 28, 2024
Wall Street Prep
Leveraged Buyout (LBO) 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: 11.5 | Field of Study: Finance
Credential #113658552 Awarded on
Simon Lee
For Successful Completion of
Leveraged Buyout (LBO) Modeling
August 28, 2024
to
Delivery Method: QAS Self-Study
Leveraged Buyout (LBO) Modeling
August 28, 2024
Wall Street Prep
Transaction Comps 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: 6 | Field of Study: Finance
Credential #113320685 Awarded on
Simon Lee
For Successful Completion of
Transaction Comps Modeling
August 25, 2024
to
Delivery Method: QAS Self-Study
Transaction Comps Modeling
August 25, 2024
Wall Street Prep
Trading Comps 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: 8 | Field of Study: Finance
Credential #113289739 Awarded on
Simon Lee
For Successful Completion of
Trading Comps Modeling
August 24, 2024
to
Delivery Method: QAS Self-Study
Trading Comps Modeling
August 24, 2024
Wall Street Prep
M&A 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: 7 | Field of Study: Finance
Credential #113220200 Awarded on
Simon Lee
For Successful Completion of
M&A Modeling
August 23, 2024
to
Delivery Method: QAS Self-Study
M&A Modeling
August 23, 2024
Wall Street Prep
Discounted Cash Flow (DCF) 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: 7.5 | Field of Study: Finance
Credential #112951986 Awarded on
Simon Lee
For Successful Completion of
Discounted Cash Flow (DCF) Modeling
August 22, 2024
to
Delivery Method: QAS Self-Study
Discounted Cash Flow (DCF) Modeling
August 22, 2024
Wall Street Prep
Quality of Earnings in M&A and PE
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
Simon Lee
For Successful Completion of
Quality of Earnings in M&A and PE
Credential #112592347 Awarded on August 19, 2024 to
Quality of Earnings in M&A and PE
August 19, 2024
Wall Street Prep
Demystifying Private Credit and Direct Lending
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 #112610230 Awarded on
Simon Lee
For Successful Completion of
Demystifying Private Credit and Direct Lending
August 19, 2024
to
Delivery Method: QAS Self-Study
Demystifying Private Credit and Direct Lending
August 19, 2024
Wall Street Prep
Demystifying the Private Equity Deal 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: 2.5 | Field of Study: Finance
Simon Lee
For Successful Completion of
Demystifying the Private Equity Deal Process
Credential #112567739 Awarded on August 18, 2024 to
Demystifying the Private Equity Deal Process
August 18, 2024
Wall Street Prep
PowerPoint Shortcuts for Investment Banking
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 #112556518 Awarded on
Simon Lee
For Successful Completion of
PowerPoint Shortcuts for Investment Banking
August 18, 2024
to
Delivery Method: QAS Self Study
PowerPoint Shortcuts for Investment Banking
August 18, 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 #112518801 Awarded on
Simon Lee
For Successful Completion of
Microsoft Excel
August 17, 2024
to
Delivery Method: QAS Self-Study
Microsoft Excel
August 17, 2024
Wall Street Prep
Building Buyers Lists in M&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: 1.5 | Field of Study: Finance
Simon Lee
For Successful Completion of
Building Buyers Lists in M&A
Credential #112533567 Awarded on August 17, 2024 to
Building Buyers Lists in M&A
August 17, 2024
Wall Street Prep
