AIWM

Owners

Goods & Services

Printed matter in the fields of finance, investment and management of wealth, namely, books, newsletters, brochures, monographs, and pamphlets; periodicals in the fields of finance, investment and management of wealth; printed educational, teaching and examination materials in the fields of finance, investment and management of wealth; examination papers in the fields of finance, investment and management of wealth; course books in the fields of finance, investment and management of wealth; printed certificates in the fields of finance, investment and management of wealth; stationery in the fields of finance, investment and management of wealth

Lobbying services for commercial purposes, namely, promoting the interests of financial advisers, investment managers, mutual fund companies, wealth managers in the fields of legislation and regulation; promotional services relating to the interest of wealth managers and other professionals in the fields of finance, namely, promoting and marketing the financial and investment services of others through all public communication means; organization of events, exhibitions, fairs and shows for commercial, promotional and advertising purposes; association services regarding list of members of the association and databases of the members of the association, namely, organizing chapters of a financial proficiency standards organization and the interests of members thereof; business consulting regarding the standards of professional and ethical practice in the fields of finance, investment and management of wealth, namely, assisting others in preparing and filing applications for small business financial applications, investment licenses or mortgage lending licenses with governmental regulatory bodies; promotional activities relating to professional certification in the fields of finance, investment and management of wealth, namely, promoting and marketing the professional certification services of others through all public communication means; secretarial services; promotional services for vocational training in the fields of finance, investment and management of wealth, namely, promoting and marketing the vocational training services of others through all public communication means; Organization of examination sittings for qualifications and certifications in the fields of finance, investment and management of wealth, namely, testing to determine professional competency in the field of financial investment, investment management, wealth management, accountancy

Education services, namely, providing classes, seminars, and workshops in the fields of finance, investment and management of wealth, instruction and training in the fields of finance, investment and management of wealth; Arranging and conducting conferences, courses, seminars, workshops and colloquiums for educational and training purposes in the fields of finance, investment and management of wealth; Production of sound and/or video recordings for educational purposes in the fields of finance, investment and management of wealth; Rental and lending of instructional and teaching materials in the fields of finance, investment and management of wealth; Educational testing services, namely, developing educational exams for others in the field of finance, investment and management of wealth; Arranging certificate award ceremonies in the fields of finance, investment and management of wealth, namely, providing recognition and incentives by the way of awards to demonstrate excellence in the field of finance, investment and management of wealth; Educational testing of people in the fields of finance, investment and management of wealth; Information and consultancy relating to all the aforesaid services including such services provided online or via the Internet or extranet, namely, providing educational information in the academic field of finance