FINANCIAL SERVICES, NAMELY, FINANCIAL ANALYSIS AND CONSULTATION, CAPITAL AND FUNDS INVESTMENT CONSULTATION, FUNDS INVESTMENTS, SECURITIES INVESTMENTS, FINANCIAL PORTFOLIO MANAGEMENT, INVESTMENT MANAGEMENT, INVESTMENT OF FUNDS FOR OTHERS; FINANCIAL PLANNING AND RESEARCH

testing and analyzing the personality traits of an individual as they relate to financial matters, and counseling the individual with respect to the implications of those personality traits to his/her behavior and interaction on issues dealing with finances

Instructional and training services, namely, conducting classes, seminars, workshops and conferences in the field of financial skills and financial literacy; arranging and conducting of educational and training conferences

cloud computing featuring bookkeeping software for non-profit organizations

Printed forms for use by individuals in managing their personal finances

ASSOCIATION OF SERVICES; NAMELY, REMINDING MEMBER BY POSTCARD OF IMPORTANT TAX FILING DEADLINES, INTEREST DUE DATES, CD MATURATION AND OTHER FINANCIAL MATTERS FROM LISTINGS OF IMPORTANT DATES AND EVENTS PROVDIED BY MEMBER ON REGISTRATION FORM FOR COMPUTER ENTRY

Educational publications, namely books and articles in the field of financial planning, and daily reflection journals containing tips relating to financial planning

Business education and training services, namely, developing customized in-company leadership and executive development programs, providing executive coaching services, and providing public and in-company keynote presentations to business leaders; Publishing of books, e-books, audio books, music and illustrations