Financial services, namely, financial planning, financial advisory and consultancy, mortgage planning, wealth management services, investment advisory and consultancy, investment management, investment of funds for others, including private and public equity and debt investment services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; on-line financial planning services; insurance consultancy services; insurance agencies in ...

Software design and development for others; computer software consultation; Computer software development, computer programming and maintenance of computer software in the fields of Enterprise Resource Planning (ERP), Customer Relationship Management (CRM) and related critical business systems; Consulting in the field of IT project management; Consulting in the field of information technology

Financial services, namely, financial planning, financial advisory and consultancy, mortgage planning, wealth management services, investment advisory and consultancy, investment management, investment of funds for others, including private and public equity and debt investment services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; on-line financial planning services; insurance consultancy services; insurance agencies in ...

Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the fields of finance, financial services, real estate, infrastructure, economics, investments, investment management, asset management, wealth management, law, human resources, environmental, social, and corporate governance (ESG), and diversity, equity, and inclusion (DEI) in the workplace, for financial and legal professionals; special event plann...