Promoting public interest in and awareness of the field of financial planning; employment recruiting, placement, and career networking services in the field of financial planning; career planning, providing career information, and career advancement consulting services in the field of financial planning; consulting services in the nature of assisting employers with recruitment, retention, and advancement of financial planners, namely, employment recruiting consultation

Conducting research in the field of financial planning; providing scholarships to cover the financial expenses of individuals seeking to complete educational and exam prerequisites for financial planner certification; providing a website featuring educational information in the field of financial planning

Educational services, namely, conducting seminars and providing training in the field of financial planning; educational services, namely, conducting programs for employers in the field of recruitment, retention, and advancement of financial planners; hosting academic research colloquiums, namely, conducting educational seminars to educate faculty, researchers, and practitioners in the field of financial planning; conducting teaching seminars for educators in the field of financial planning instruction and education; publishing an academic journal on the subject of financial planning; providing a website featuring academic information in the field of financial planning education