25.12.4
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JZ
John Zachary Jaquez
13 Credentials
3 Issuers
CERTIFICATE
This certificate
Has been awarded to
Date
Certificate number
President and CEO
Investment Foundations® Certificate
John Jaquez
March 10, 2025
136382440
Investment Foundations® Certificate
CERTIFICATE
Investment Foundations® Certificate
Investment Foundations® Certificate
March 10, 2025
CFA Institute
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 #131872673 Awarded on
John Jaquez
For Successful Completion of
Microsoft Excel
February 2, 2025
to
Delivery Method: QAS Self-Study
Microsoft Excel
February 2, 2025
Wall Street Prep
Basic Accounting Concepts for Non-financial Professionals
Basic Accounting Concepts for Non-financial Professionals
COURSE
COMPLETION
Basic Accounting Concepts for Non-financial Professionals
May 21, 2024
Skillsoft
Financial Statement Analysis for Non-financial Professionals
Financial Statement Analysis for Non-financial Professionals
COURSE
COMPLETION
Financial Statement Analysis for Non-financial Professionals
May 17, 2024
Skillsoft
Comprehending Financials: A Guide to Financial Statements
Comprehending Financials: A Guide to Financial Statements
COURSE
COMPLETION
Comprehending Financials: A Guide to Financial Statements
May 16, 2024
Skillsoft
Basic Budgeting for Non-financial Professionals
Basic Budgeting for Non-financial Professionals
COURSE
COMPLETION
Basic Budgeting for Non-financial Professionals
May 16, 2024
Skillsoft
Key Accounting Concepts and Principles
Key Accounting Concepts and Principles
COURSE
COMPLETION
Key Accounting Concepts and Principles
May 16, 2024
Skillsoft
Accounting for Stock Transactions
Accounting for Stock Transactions
COURSE
COMPLETION
Accounting for Stock Transactions
May 16, 2024
Skillsoft
Preparing Financial Statements and Closing Accounts
Preparing Financial Statements and Closing Accounts
COURSE
COMPLETION
Preparing Financial Statements and Closing Accounts
May 16, 2024
Skillsoft
Recording, Posting, and Balancing the Books
Recording, Posting, and Balancing the Books
COURSE
COMPLETION
Recording, Posting, and Balancing the Books
May 16, 2024
Skillsoft
Analyzing Financial 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: 2.5 | Field of Study: Finance
Credential #103841078 Awarded on
John Jaquez
For Successful Completion of
Analyzing Financial Reports
May 15, 2024
to
Delivery Method: QAS Self-Study
Analyzing Financial Reports
May 15, 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
John Jaquez
For Successful Completion of
Excel Basics (Mac)
Credential #99564586 Awarded on March 29, 2024 to
Excel Basics (Mac)
March 29, 2024
Wall Street Prep
Investment Banking Transaction 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: 4.8 | Field of Study: Finance
Credential #94828108 Awarded on
John Zachary Jaquez
For Successful Completion of
Investment Banking Transaction Modeling
February 3, 2024
to
Delivery Method: GROUP INTERNET BASED
Investment Banking Transaction Modeling
February 3, 2024
Wall Street Prep
