CFA INSTITUTE
"CFA INSTITUTE" is a word and design mark owned by CFA Institute, filed at the USPTO on November 8, 2023. It is registered and covers classes 9, 16, 35, 36 and 41.
- Status
- Registered
- Since March 3, 2026
- Filed
- November 8, 2023
- Registered
- March 3, 2026
- Expires
- Not recorded
- Application no.
- 98260810
- Registration no.
- 8162059
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word and design
- 5 classes
Who owns CFA INSTITUTE
The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.
Owner
CFA Institute
Charlottesville, United States
Representative
Andrew J. Avsec
Crowell & Moring LLP
What the mark covers
The products and services CFA INSTITUTE is filed for, grouped by Nice class.
Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the fields of investment management and financial analysis; Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the field of reporting on how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategies
Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of investment management and financial analysis and in support of the interests of investment professionals and financial analysts
Association services, namely, the promotion of professional standards and practices and providing career information in the fields of investment management and financial analysis; promoting the interests of investment professionals and financial analysts; Providing business information regarding how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategy, all via a global computer network; Association services, namely, the promotion of professional standards and practices and providing career information relating to the development, use and maintenance of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto; Business services, namely, providing information relating to the use of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto
Providing information in connection with financial analysis impact measurement services, and environmental, social and governance (ESG) ratings and advisory, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information in connection with financial services, namely, tax planning; providing information in connection with financial services, namely, environmental, social and governance (ESG) investment planning; providing information in connection with financial management in the field of environmental, social and Governance (ESG) investing
Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the fields of investment management and financial analysis and distributing course materials in connection therewith; Providing online non-downloadable publications in the nature of newsletters, magazines, books, digest books, and monographs in the field of investment management and financial analysis; providing online non-downloadable visual and audio recordings featuring topics in investment management and financial analysis; Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences to investment industry professionals demonstrating how to embrace and realize diversity, equity, and inclusion (DEI), and distributing course materials in connection therewith; Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) goals, and its performance related thereto; providing online non-downloadable publications in the nature of journals, articles, and podcasts in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) needs, and its performance related thereto; arranging professional workshops and training courses in the fields of investment management, financial analysis, reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) needs, and its performance related thereto and in the field of workplace diversity, equity, and inclusion (DEI); training services in the field of reporting on sustainable development and sustainability performance of a financial services organization; Business training in the field of workplace diversity, equity, and inclusion (DEI)
What has happened so far
Steps recorded by the USPTO, newest first.
- Notice of registration confirmation emailed
- Registered-principal register
- Notice of acceptance of statement of use e-mailed
- Allowed principal register - sou accepted
- Statement of use processing complete
- Case assigned to intent to use paralegal
- Use amendment filed
- Teas statement of use received
- Noa e-mailed - sou required from applicant
- Official gazette publication confirmation e-mailed
10 earlier steps on the official record.
About CFA INSTITUTE
Who owns the trademark "CFA INSTITUTE"?
The USPTO trademark "CFA INSTITUTE" (application 98260810) is owned by CFA Institute.
What is the status of "CFA INSTITUTE"?
Its status at the USPTO is: registered.
When was "CFA INSTITUTE" registered?
It was registered on March 3, 2026.
Get this data via the API
Everything on this page comes from the Signa API. Pull CFA INSTITUTE and marks like it into your own product with one request.
GET/v1/trademarks/{id}The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d2c47-2eb1-7456-a75d-eba63bb4235d
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d2c47-2eb1-7456-a75d-eba63bb4235d",
"object": "trademark",
"mark_text": "CFA INSTITUTE",
"status": {
"primary": "active",
"stage": "registered"
},
"office_code": "US",
"application_number": "98260810",
"filing_date": "2023-11-08",
"nice_classes": [
9,
16,
35,
36,
41
],
"owners": [
{
"name": "CFA Institute",
"entity_id": "ent_019eb6f7-b27e-734f-9c71-7ca3509801b3"
}
]
}