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 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; education services, namely, distribution of educational materials in the field of wealth management; association services, namely, membership services promoting the interest of investment analysts and investment and wealth management professionals; Testing, analysis, and evaluation of investment analysts and investment and wealth management professionals to determine conformity with certification standards