Providing financial services with respect to financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning

Educational services, namely, providing courses, seminars and workshops in the field of behavioral finance in the areas of the financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning

Accreditation services, namely, developing, evaluating, and testing standards for physicians for the purpose of accreditation

Educational services, namely, providing courses, seminars and workshops in the field of behavioral finance in the areas of the financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning

Accreditation services, namely, developing, evaluating, and testing standards for physicians for the purpose of accreditation