CERTIFIED SUCCESS

Owners

Goods & Services

Association services, namely, promoting the interest of investment analysts and investment and wealth management professionals;

Education services, namely, training for certification via classes, seminars, conferences, workshops for investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, development and dissemination of printed educational materials of others in the field of wealth management; education services, namely, providing continuing professional education courses in the field of wealth management; educational services, namely, developing, arranging, and conducting conferences and programs providing information in the field of wealth management and distribution of course material in connection therewith;