Business services, namely, advisory services, consultation, and information; tax advisory, information and consultancy services; information, advisory and consultancy services relating to business and business management or business administration, including such services provided online or via the Internet

Financial services, namely, cash flow management; investment services, namely, asset allocation, consultation, development and management services; trust and estate administration services and estate planning consultation

Educational services, namely, providing classes, seminars, and workshops in the field of finances