financial services; financial consultancy and information services; financial management services; financial, investment and insurance services; financial loan services; investment services; financial planning services; financial advice services; financial information and advisory services; investment management services; financial planning advisory services; wealth management services; financial retirement plan consulting services; financial advice relating to retirement; superannuation [pension program] and retirement fund management services

provision of training courses; instruction and training services; provision of educational courses; organisation and conducting of educational courses; design of educational courses, examinations and qualifications; providing training and educational examination for certification purposes; higher education services; providing courses of instruction; production of educational materials