Software as a service (SaaS) services featuring software for administering personality-based assessments and providing financial literacy and investing education.

'administ':10 'assess':14 'base':13 'educ':21 'featur':7 'financi':17 'invest':20 'literaci':18 'person':12 'personality-bas':11 'provid':16 'saa':5 'servic':4,6 'softwar':1,8

Education services, namely, providing live and on-line courses, workshops, and training programs in the field of personal finance, investing, and financial literacy

'cours':10 'educ':1 'field':17 'financ':20 'financi':23 'invest':21 'line':9 'literaci':24 'live':5 'name':3 'on-lin':7 'person':19 'program':14 'provid':4 'servic':2 'train':13 'workshop':11

(Based on Use) Downloadable educational course materials in the field of personal finance, investing, and financial literacy. (Based on Intent to Use) Downloadable software for administering personality-based assessments and providing financial literacy and investing education.

'administ':26 'assess':30 'base':1,18,29 'cours':6 'download':4,23 'educ':5,37 'field':10 'financ':13 'financi':16,33 'intent':20 'invest':14,36 'literaci':17,34 'materi':7 'person':12,28 'personality-bas':27 'provid':32 'softwar':24 'use':3,22

FUNDFIT ARCHETYPE SYSTEM

Owner

Goods & Services