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(1) - Association services, namely, promoting diversity, equity, and inclusion in the field of financial management, financial investment, and banking;
(2) - Advertising services to promote public awareness on economics issues; business administration services in the fields of financial investment services and customer management; business information services in the field of economic forecasting and analysis; business management assistance for governments; business risk management services; business services, namely, registering, screening and verifying the credentials of third-party vendors, suppliers and contractors on behalf of others; compilation of statistics to guide decision-making in the field of climate-smart agricultural investment; consultancy services relating to the procurement of goods and services; consulting services in the area of sustainable business solutions; data processing services in the fields of financial investment services and customer management; economic analysis; economic feasibility studies; economic forecasting; human resources management; operation of customer incentive, award and loyalty programs; organization and management of customer loyalty programs; outsourcing services in the nature of arranging procurement of goods for others; promoting the business interests of professionals provided by a financial association for its members; promoting the commercial and business interests of financial analysts provided by an association for its members; promoting the sale of goods and services for other businesses through loyalty programs; promotion of financial services, on behalf of third parties; providing advisory and consultation services to businesses in the field of corporate governance structures to ensure employment equity; providing advisory and consultation services to companies in the field of corporate governance oversight; providing human resources management and recruitment services for others; providing information in the area of global sustainable business solutions; providing information on the topic of determining job satisfaction; talent management agencies
(3) - Business investment services; capital investments; commercial property investment; consulting services in the area of sustainable financial management solutions; financial investment advisory; financial investment analysis and research; financial investment counselling; financial risk management services; investment advice; investment banking; investment management services; investment risk assessment services; providing information on government financial assistance programs
(4) - Business training in the field of workplace diversity, equity, and inclusion (dei); educational services in the field of economics, financial planning and investment strategies; life coaching in the field of career development; life coaching services in the field of personal financing; money coaching services; professional coaching services in the field of business leadership; professional coaching services in the field of business management; professional coaching services in the field of business risk management; providing coaching in the field of business project management; providing coaching in the field of business risk management; training of employers and employees in the field of workplace legal issues and human resources
(5) - Environmental assessment services; evaluating and testing the environmental qualities and impact of consumer products of others; research in the field of climate change
(6) - Consulting and legal services in the field of privacy and security laws, regulations, and requirements; legal research in the field of environmental climate policy; providing information on issues concerning human rights
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