Providing educational mentoring services and programs in the field of assisting investors in evaluating and selecting financial advisors; Education services, namely, providing classes, courses, workshops, seminars and conferences in the field of evaluating and selecting financial advisors; Educational services, namely, conducting programs in the field of financial advisor selection

'advisor':18,37,48 'assist':11 'class':23 'conduct':41 'confer':28 'cours':24 'educ':2,19,38 'evalu':14,33 'field':9,31,45 'financi':17,36,47 'investor':12 'mentor':3 'name':21,40 'program':6,42 'provid':1,22 'select':16,35,49 'seminar':26 'servic':4,20,39 'workshop':25

ADVISOR RFP

Owner

Goods & Services