U.S. federal trademark · Serial No. 97827185 · Reg. No. 7690811
Development of voluntary standards for professionals in the field retirement plan sales and retirement plan management; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement plan sales and retirement plan management to determine conformity with certification standards
Education services, namely, providing seminars and training for professionals in the field of retirement plan sales and retirement plan relationship management
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