philanthropic services concerning monetary donations

Providing interim financial executive personnel for international accounting and consulting assignments

Educational services, namely, conducting classes, seminars, and conferences for professionals in the fields of financial management, financial planning, investments, insurance, and long-term care for the elderly, by means of live, online, audio, and video presentations, offering and administering examinations on computer terminals for professionals in the fields of financial management, financial planning, investments, insurance, and long-term care for the elderly

Pre-recorded educational audio and video cassettes and discs in the fields of financial management, financial planning, investments, insurance, and long-term care for the elderly; educational computer software in the fields of financial management, financial planning, investments, insurance, and long-term care for the elderly

educational services, namely, conducting classes, seminars, and conferences for professionals in the field of charitable giving and fundraising by means of live, online, audio, and video presentations; offering and administering educational examinations for professionals in the fields of charitable giving and fundraising on computer terminals

educational services, namely, conducting classes, seminars, and conferences for professionals in the field of charitable giving and fundraising by means of live, online, audio, and video presentations; offering and administering examinations for professionals in the fields of charitable giving and fundraising on computer terminals

Financial planning services; investment consultation services; investment management services

Financial planning services; investment consultation services; investment management services

Certifying that persons in the investment industry have met certain qualifications in the field of alternative investments

Educational, instructional, and training services, namely, arranging and conducting educational training conferences, courses, workshops and seminars in the field of alternative investment analysis

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

Indicating membership in good standing in an association of alternative investment analysts

professional designation for financial advisors who complete an advanced educational exam on annuity planning strategies

Arbitration and dispute resolution services

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

Association services, namely, promoting the development and the best practice in international business management

testing services for bank auditors

Financial Planning Services

Education services, namely, providing programs and courses of study in the field of business administration

Educational services, namely, conducting programs in the field of business finance

business and securities valuations

Educational Services-Namely, Conducting Academic Courses of Instruction on a University Level

education related goods including paper goods, and office supplies commemorating cultural activities

Personal career coaching

Placing advertisements for others in connection with customer service operations

Testing, analysis, and evaluation of the knowledge, skills and abilities of others for the purpose of certification and re-certification in the field of data science and analytics

Printed publications; magazines; books, newspapers; periodicals; newsletters; stationery; and instructional and teaching materials

educational services, namely, providing training of accountants for certification in the field of accounting

Financial planning

title granted to individuals who have successfully met established educational and experience requirements and who have demonstrated professional competence by examination in technical specialty areas

Advisory and consulting services in the actuarial field; advisory and consulting services for businesses relating to the analysis of business and financial conditions and related risk factors

philanthropic services concerning monetary donations

Charitable financial planning documentation, namely, informational brochures, pamphlets, and printed reports

Educational services, namely, providing courses of instruction in federal pension and other benefit plans

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities

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