Marketing services rendered to members of the financial services industry, namely, creating and designing promotional materials for use by financial services providers and assisting financial service providers to develop their own marketing plans, and to implement their own direct mail campaigns, advertising campaigns and public relations campaigns; market research services; market analysis services; marketing consulting services;

Educational services, namely, conducting classes, workshops, seminars and conferences for members of the financial services industry in the field of investments and in the field of marketing financial services; and distributing course materials in connection therewith;