25.10.0
This website uses cookies to ensure you get the best experience on our website.
Learn more
Got it!
Skip to main content
Sign in
JB
James Bernstein
115 Credentials
2 Issuers
CFA Institute Charterholder
JAMES ALLAN BERNSTEIN, CFA
Charter Awarded
2024
CFA Institute Charterholder
October 21, 2024
CFA Institute
James Bernstein
Asset Classes and Financial Markets
65894189
January 7, 2023
Asset Classes and Financial Markets
January 7, 2023
Corporate Finance Institute
65894190
James Bernstein
January 7, 2023
Financial Planning & Wealth Management (FPWMP®)
Financial Planning & Wealth Management (FPWMP®)
January 7, 2023
Corporate Finance Institute
James Bernstein
Economics for Financial Advisors
65892921
January 7, 2023
Economics for Financial Advisors
January 7, 2023
Corporate Finance Institute
James Bernstein
Effective Communication for Client Facing Advisors
65893238
January 7, 2023
Effective Communication for Client Facing Advisors
January 7, 2023
Corporate Finance Institute
James Bernstein
Risk Management and Insurance Planning
65893382
January 7, 2023
Risk Management and Insurance Planning
January 7, 2023
Corporate Finance Institute
James Bernstein
Financial Planning Principles
65893630
January 7, 2023
Financial Planning Principles
January 7, 2023
Corporate Finance Institute
James Bernstein
Portfolio Management for Retail Clients
65832237
January 6, 2023
Portfolio Management for Retail Clients
January 6, 2023
Corporate Finance Institute
James Bernstein
Assessing Management
65766832
January 5, 2023
Assessing Management
January 5, 2023
Corporate Finance Institute
James Bernstein
Applied Math Practice for Financial Advisors
65760662
January 5, 2023
Applied Math Practice for Financial Advisors
January 5, 2023
Corporate Finance Institute
James Bernstein
Assessing Drivers of Business Growth
65762853
January 5, 2023
Assessing Drivers of Business Growth
January 5, 2023
Corporate Finance Institute
James Bernstein
Loan Security
65767086
January 5, 2023
Loan Security
January 5, 2023
Corporate Finance Institute
James Bernstein
Loan Covenants
65767277
January 5, 2023
Loan Covenants
January 5, 2023
Corporate Finance Institute
James Bernstein
Financial Analysis for Credit
65767536
January 5, 2023
Financial Analysis for Credit
January 5, 2023
Corporate Finance Institute
James Bernstein
Credit Administration and Documentation
65767816
January 5, 2023
Credit Administration and Documentation
January 5, 2023
Corporate Finance Institute
James Bernstein
Completing a Credit Application
65768067
January 5, 2023
Completing a Credit Application
January 5, 2023
Corporate Finance Institute
