25.12.4
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TY
Tzu Ying Lee
9 Credentials
Matan Feldman
Lydia Lee
In order to demonstrate successful completion of all requirements of the following training program
Certification in FP&A Modeling (CFPAM™)
Credential # 104768464
The Board of Directors of Wall Street Prep awards this certification to
Chair of the Board
Issued on May 28, 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™)
May 28, 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 #104768462 Awarded on
Lydia Lee
For Successful Completion of
FP&A Corporate Finance Principles
May 28, 2024
to
Delivery Method: QAS Self-Study
FP&A Corporate Finance Principles
May 28, 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 #104513781 Awarded on
Lydia Lee
For Successful Completion of
FP&A Presentations & Dashboards
May 24, 2024
to
Delivery Method: QAS Self-Study
FP&A Presentations & Dashboards
May 24, 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 #104234905 Awarded on
Lydia Lee
For Successful Completion of
FP&A Long -Range Planning
May 21, 2024
to
Delivery Method: QAS Self-Study
FP&A Long -Range Planning
May 21, 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 #103458846 Awarded on
Lydia Lee
For Successful Completion of
Pulling Together the FP&A Operating Model
May 10, 2024
to
Delivery Method: QAS Self-Study
Pulling Together the FP&A Operating Model
May 10, 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 #100903409 Awarded on
Lydia Lee
For Successful Completion of
FP&A Operating Model: The Balance Sheet
April 11, 2024
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Balance Sheet
April 11, 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 #100360493 Awarded on
Lydia Lee
For Successful Completion of
FP&A Operating Model: The Cash Flow Statement
April 6, 2024
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Cash Flow Statement
April 6, 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 #100069924 Awarded on
Lydia Lee
For Successful Completion of
FP&A Operating Model: The Income Statement
April 3, 2024
to
Delivery Method: QAS Self-Study
FP&A Operating Model: The Income Statement
April 3, 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 #99973982 Awarded on
Lydia Lee
For Successful Completion of
An Introduction to FP&A
April 2, 2024
to
Delivery Method: QAS Self-Study
An Introduction to FP&A
April 2, 2024
Wall Street Prep
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