Description:
|
(1) - Downloadable educational software for financial planners, financial advisors, and administrators and executives in financial planning and advisory businesses, containing topics of instruction in the fields of business management, human resources, career development, leadership, communication systems, information organization, and client transition.
(2) - Printed educational and reference materials for financial planners, financial advisors, and administrators and executives in financial planning and advisory businesses, containing educational information and topics of instruction in the fields of business management, human resources, career development, leadership, communication systems, information organization, and client transition.
(3) - Providing practice management information in connection with financial planning and advisory services; consulting and advisory services relating to business management, business organization, human resources, and business operations for businesses that provide financial planning and advisory services to others.
(4) - Arranging and providing education, instruction, coaching, workshops, courses, and conferences, for financial planners, financial advisors, and administrators and executives in financial planning and advisory businesses, all in the fields of business management, human resources, career development, leadership, communication systems, information organization, and client transition; providing coaching for financial planners, financial advisors, and administrators and executives in financial planning and advisory businesses, in the fields of business management, human resources, career development, leadership, communication systems, information organization, and client transition; educational services, namely, development and provision of educational courses and coaching to financial planners, financial advisors, and administrators and executives in financial planning and advisory businesses in the fields of business management, human resources, career development, leadership, communication systems, information organization, and client transition; providing group coaching and instruction for financial planners, financial advisors, and administrators and executives in financial planning and advisory businesses in the fields of business management, human resources, career development, leadership, communication systems, information organization, and client transition; educational services in the form of providing seminars, webinars, conferences, and workshops for financial planners, financial advisors, and administrators and executives in financial planning and advisory businesses on business management, human resources, career development, leadership, communication systems, information organization, and client transition.
(5) - Providing use of non-downloadable coaching and educational information, software, and video- and audio-content for financial planners, financial advisors, and administrators and executives in financial planning and advisory businesses containing topics of instruction in business management, human resources, career development, leadership, communication systems, information organization, and client transition.
|