Providing information in the field of financial planning and investment advice relating to identifying financial planning and investment advisory services

'advic':11 'advisori':19 'field':5 'financi':7,15 'identifi':14 'inform':2 'invest':10,18 'plan':8,16 'provid':1 'relat':12 'servic':20

Educational services, namely, providing seminars, conferences, key-note speeches, podcasts, online courses, and webinars for association members in the fields of financial planning and investment and electronic and written materials provided therewith

'associ':17 'confer':6 'cours':13 'educ':1 'electron':28 'field':21 'financi':23 'invest':26 'key':8 'key-not':7 'materi':31 'member':18 'name':3 'note':9 'onlin':12 'plan':24 'podcast':11 'provid':4,32 'seminar':5 'servic':2 'speech':10 'therewith':33 'webinar':15 'written':30

Association services, namely, promoting the interests of financial planning advisers and investment advisers; Providing trade information to financial planners and the general public; Organizing business networking events in the field of financial planning and investment advisory services for association members

'advis':10,13 'advisori':36 'associ':1,39 'busi':25 'event':27 'field':30 'financi':8,18,32 'general':22 'inform':16 'interest':6 'invest':12,35 'member':40 'name':3 'network':26 'organ':24 'plan':9,33 'planner':19 'promot':4 'provid':14 'public':23 'servic':2,37 'trade':15

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