Financial planning and advisory

EDUCATIONAL SERVICES, NAMELY ARRANGING, CONDUCTING AND PROVIDING COURSES OF INSTRUCTION, WORKSHOPS, SEMINARS, AND CONFERENCES IN THE FIELD OF FINANCIAL ANALYSIS AND DISTRIBUTING COURSE MATERIALS IN CONNECTION THEREWITH

ASSOCIATION SERVICES, NAMELY PROMOTING THE INTERESTS OF FINANCIAL ANALYSTS

PRINTED PUBLICATIONS IN THE FIELD OF FINANCIAL ANALYSIS AND IN SUPPORT OF THE INTERESTS OF FINANCIAL ANALYSTS

INVESTMENT MANAGEMENT AND INVESTMENT SECURITIES ANALYSIS

Educational services, namely, conducting courses in the field of financial planning

Commercial real estate financing services

Insurance services, namely, issuance of Life insurance, Disability insurance, Long-Term Care insurance, Critical Care insurance, Health insurance, Automobile insurance, Homeowners insurance, Umbrella insurance, Watercraft insurance, Recreational Vehicle insurance, and Motorcycle insurance, and insurance consulting relating thereto; financial services, namely, issuance and administration of Fixed Annuities, Variable Annuities, Index Annuities, Immediate Annuities, and Deferred Annuities; finan...

Insurance services, namely, issuance of Life insurance, Disability insurance, Long-Term Care insurance, Critical Care insurance, Health insurance, Automobile insurance, Homeowners insurance, Umbrella insurance, Watercraft insurance, Recreational Vehicle insurance, and Motorcycle insurance, and insurance consulting related thereto; financial services, namely, issuance and administration of Fixed Annuities, Variable Annuities, Index Annuities, Immediate Annuities, and Deferred Annuities; financ...

PROVIDE EDUCATIONAL, INSTRUCTIONAL, AND TRAINING SERVICES IN THE FIELD OF FIXED INCOME, NAMELY ARRANGING AND CONDUCTING EDUCATIONAL AND TRAINING CONFERENCES, COURSES, WORKSHOPS AND SEMINARS, ADMINISTRATION OF QUALIFICATION AND CERTIFICATION SCHEMES IN THE FIELD OF FIXED INCOME, ADMINISTERING AND MARKING OF EXAMINATIONS IN THE FIELD OF FIXED INCOME

PROVIDE EDUCATIONAL, INSTRUCTIONAL, AND TRAINING SERVICES IN THE FIELD OF FIXED INCOME, NAMELY, ARRANGING AND CONDUCTING EDUCATIONAL AND TRAINING CONFERENCES, COURSES, WORKSHOPS AND SEMINARS, ADMINISTRATION OF QUALIFICATION AND CERTIFICATION SCHEMES IN THE FIELD OF FIXED INCOME, ADMINISTERING AND MARKING OF EXAMINATIONS IN THE FIELD OF FIXED INCOME

Business training in the field of wealth transition

Accounting services

Association services, namely, promoting the interests of financial and management accountants; and providing information and advice as it related to credentialing in the fields of accountancy and financial reporting

Association services, namely, promoting the interests of financial and management accountants; and providing information and advice in the fields of accountancy and financial reporting

Association services, namely, promoting the interests of financial and management accountants; and providing information and advice in the fields of accountancy and financial reporting

accounting services

health care plan

ORGANIZATION AND ADMINISTRATION OF PRE-PAID HEALTH CARE PLANS

educational services, namely, conducting classes, seminars, and conferences for professionals in the fields of healthcare insurance and other financial matters relating to healthcare; offering and administering educational examinations for professionals in the fields of healthcare insurance and other financial matters relating to healthcare

educational services, namely, providing training of professionals for certification in the field of technology, media, and telecommunications

Printed matter, namely, printed instructional and teaching material in the field of information technology, publications, namely, magazines, books, workbooks in the field of information technology

Education services, namely, classes, seminars, conferences, symposiums and workshops in the fields of securities, investment management, wealth management, investment operations, Islamic finance, corporate finance, financial compliance, risk management, derivatives and related businesses; providing of training services in the fields of securities, investment management, wealth management, investment operations, Islamic finance, corporate finance, financial compliance, risk management, derivat...

Printed publications, namely, manuals, workbooks, study guides, and teaching materials in the field of business, finance, and IT services; workbooks in the field of business, finance, and IT services; printed educational and training course materials in the field of business, finance, and IT services; stationery; writing and drawing instruments; pens, pencils; folders; diaries, calendars and address books

Providing continuing business education courses for general business service professionals and shared service center professionals

Educational services, namely, offering classes, programs and courses of study in the field of business and business management

Association services, namely, promoting the interests of business managers

Education services, namely, providing tutoring in the fields of International Management Accountancy/ International Managerial Accounting/ Multinational Management Accountancy/ Global Managerial Accounting; Education services, namely, providing Continuing and professional education and certification services in the fields of International Management Accountancy/ International Managerial Accounting/ Multinational Management Accountancy/ Global Managerial Accounting; Educational services, namel...

Educational services, namely, conducting classes, conferences, workshops, seminars, and continuing education courses of instruction in the field of accounting, brokerage operations, corporate finance, corporate governance and compliance, debt securities, derivatives, economics, examination preparation, emerging markets and investments, futures, investment analysis, licensing, management consulting, mergers and acquisitions, mutual funds, options, portfolio management, risk management, taxatio...

educational services, namely, conducting courses in the field of insurance and the management of insurance businesses

Educational services, namely, conducting courses in the field of insurance

Management consulting services

Business consulting services, namely, advertising and sales consulting services; providing commercial business information, namely, demographic, sales, and advertising data; demographic consultation; conducting market studies; cooperative advertising; direct advertising for others; providing business advertising and sales information; computerized database management; order fulfillment services; direct marketing including direct mail, statement insert, point-of-sale, and online channels; cust...

Business consulting services, namely, advertising and sales consulting services; providing commercial business information, namely, demographic, sales, and advertising data; demographic consultation; conducting market studies; cooperative advertising; direct advertising for others; providing business advertising and sales information; computerized database management; order fulfillment services; direct mail advertising; customer service in the fields of advertising, sales, and business consul...

Educational services, namely, conducting seminars, workshops, programs and competency examinations in the field of mergers and acquisitions, business assessment, business valuation and business combination analysis and distributing course materials in connection therewith

Providing financial services in the nature of insurance and business risk management services for high net worth individuals and other private clients and their respective assets, namely, financial and real and personal property assets

FINANCIAL SERVICES, NAMELY, CONSULTING SERVICES IN THE FIELDS OF INVESTMENT, INSURANCE, AND ESTATE PLANNING

Educational services, namely, conducting and providing courses of instruction, workshops, seminars, and conferences in the field of quantitative and financial analysis and distribution of course and educational materials in connection therewith 

membership in an organization of real estate appraisers

Education services, namely, providing classes in the field of real estate

Real estate investment services

Educating, training and certifying individuals as real estate investors

Regulatory compliance services; Legal services

Regulatory, compliance, and legal services in the fields of alternative investment, asset management, and financial institutions

Educational services, namely, providing of instruction, examinations, workshops, seminars, and conferences in the fields of institutional investment risk management, portfolio analysis, fund analysis, and market risk analysis and distributing course materials in connection therewith

Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of robotics and robotics education engineering and in support of the interests of robotics professionals, robotics engineers and robotics educators and teachers. Association services, namely, the promotion of professional standards, practices and providing career information in the fields of robotics education and robotics engineering; promoting the interests of robotics professionals, robo...

Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of robotics and robotics engineering and in support of the interests of robotics professionals and robotics engineers. Association services, namely, title, the promotion of professional standards, practices and providing career information in the fields of robotics and robotics engineering; promoting the interests of robotics professionals and robotics engineers. Educational services, namel...

Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of robotics and robotics engineering and in support of the interests of robotics professionals and robotics engineers. Association services, namely, title, the promotion of professional standards, practices and providing career information in the fields of robotics and robotics engineering; promoting the interests of robotics professionals and robotics engineers. Educational services, namel...

Educational services, namely providing courses in the field of notary public functions and duties

educational services, namely, conducting classes, seminars, and conferences for professionals in the field of financial planning for individuals with special needs; offering and administering educational examinations for professionals in the field of financial planning for individuals with special needs