Printed materials, namely, studies, books, pamphlets, brochures, magazines, newsletters, journals, articles, briefs, white papers, and reports concerning financial issues and consumer financial health

Financial research and information services; financial consulting services; conducting studies and research regarding financial issues and consumer financial health for others; conducting financial research for others, analysis of said financial research, and issuing financial research reports and studies; providing financial advisory services to improve financial security, consumer financial health and the quality of financial products and services of others; organizing and managing a network of preferred member organizations and providers to improve financial services, financial products, and consumer financial health directed to others

Providing online publications, namely, studies, briefs, newsletters, articles, white papers and reports concerning financial advisory issues and consumer financial health; conducting and organizing educational events, forums, conferences, workshops, and seminars related to financial advisory issues and consumer financial health