Educational services, namely, offering programs and courses of study in the field of finance; educational testing services, namely, developing and administering educational professional certification tests for personal financial planners

'administ':21 'certif':24 'cours':7 'develop':19 'educ':1,15,22 'field':12 'financ':14 'financi':28 'name':3,18 'offer':4 'person':27 'planner':29 'profession':23 'program':5 'servic':2,17 'studi':9 'test':16,25

Development of voluntary standards for personal financial planning; testing, analysis, and evaluation of the knowledge, skills and abilities of personal financial planners to the order and specification of certification board; accreditation services, namely, developing accreditation standards for personal financial planning organizations and financial institutions to the order and specification of others; testing, analysis and evaluation of personal financial planning service providers to determine conformity with established accreditation standards

'abil':18 'accredit':31,35,67 'analysi':10,53 'board':30 'certif':29 'conform':64 'determin':63 'develop':1,34 'establish':66 'evalu':12,55 'financi':7,21,39,43,58 'institut':44 'knowledg':15 'name':33 'order':25,47 'organ':41 'other':51 'person':6,20,38,57 'plan':8,40,59 'planner':22 'provid':61 'servic':32,60 'skill':16 'specif':27,49 'standard':4,36,68 'test':9,52 'voluntari':3

PERSONAL PENSION ADVISER

Owner

Goods & Services