Business consulting services in the field of assessing the quality of processes and bestowing certifications.; Business consulting services in the field of informing sales, client service, and management professionals about investment selection processes; Business consulting, management, and planning services in the field of designing processes, enhancing processes, structuring a team, and training staff; Compilation of statistics; Economic forecasting and analysis; Preparation of reports relating to finance and investments; Professional business consulting

Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial research and information services; Financial research in the field of economics; Providing information and research in the field of finance and financial investments

Arranging and conducting of in-person educational forums in the field of investment manager research and mutual fund research; Arranging and conducting of seminars in the field of investments; Arranging and conducting business seminars in the field of investments; Organizing, arranging, and conducting financial training events; Providing online non-downloadable videos in the field of investment manager research and mutual fund research; Education services, namely, providing live and on-line seminars, workshops, forums, and demonstrations in the field of finance, investments, and investment research