PERSONAL PENSION OFFICER

Educational services, namely, offering programs and courses of study in the field of finance; educational testing services, namely, developing and administering educational professional certification tests for personal financial planners

Development of voluntary standards for personal financial planning; testing, analysis, and evaluation of the knowledge, skills and abilities of personal financial planners to the order and specification of certification board; accreditation services, namely, developing accreditation standards for personal financial planning organizations and financial institutions to the order and specification of others; testing, analysis and evaluation of personal financial planning service providers to determine conformity with established accreditation standards