09
Downloadable electronic publications in the nature of
newsletters, reports, guides, charts, educational materials,
presentations, bulletins, pamphlets, and booklets in the
fields of investing, investments management, finance,
financial planning, retirement planning, risk management,
and financial portfolio management
16
Printed publications, namely, reports, white papers,
brochures, manuals, and written presentations in the fields
of investing, investment management, finance, financial
planning, retirement planning, risk management, and
financial portfolio management
36
Financial and investment services, namely, investment advice
and advisory services, financial, investment, and actuarial
consultation, financial and investment research, banking,
retirement financial planning, and annuities investment;
financial and investment research, news, and information
services in the nature of providing information and research
in the field of finance and financial investments; providing
information in the financial and investment fields through
electronic means; research in the fields of investing,
investment management, finance, financial planning,
financial planning for retirement, financial risk
management, and financial portfolio management
41
Educational services, namely, providing workshops, classes,
seminars, and conferences in the fields of investing,
investment management, finance, financial planning,
retirement planning, risk management, and financial
portfolio management; providing online publications, namely,
reports, white papers, brochures, manuals, blogs, and
written presentations in the fields of investing, investment
management, finance, financial planning, retirement
planning, risk management, and financial portfolio
management
42
Providing online, non-downloadable computer software for use
in providing business and financial analysis in the fields
of investing, investment management, finance, financial
planning, retirement planning, risk management, and
financial portfolio management