WIPO trademark

CFA INSTITUTE

MixedWIPOClass 9Class 16Class 35Class 36+1

"CFA INSTITUTE" is a trademark owned by Cfa Institute, filed at the WIPO on January 24, 2024. It is on file and covers classes 9, 16, 35, 36 and 41.

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CFA INSTITUTE
Trademark as filed with the WIPO
Status
Mixed
Filed
January 24, 2024
Registered
Not yet
Expires
January 24, 2034
Application no.
Not recorded
Registration no.
1808070
Office
WIPO
World Intellectual Property Organization
Mark type
Trademark
5 classes
Ownership

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

United States

143 trademarks in the portfolioView company

Representative

Smart & Biggar LP

Smart & Biggar LP

Goods and services

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 business 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, analyzing financial 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; 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).

FAQ

About CFA INSTITUTE

Who owns the trademark "CFA INSTITUTE"?

The WIPO trademark "CFA INSTITUTE" is owned by Cfa Institute.

What is the status of "CFA INSTITUTE"?

Its status at the WIPO is: mixed.

API

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}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_c3ed9c6f-53dd-4c63-8948-2b77fc73799a
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_c3ed9c6f-53dd-4c63-8948-2b77fc73799a",
  "object": "trademark",
  "mark_text": "CFA INSTITUTE",
  "status": {
    "primary": "mixed",
    "stage": "mixed"
  },
  "office_code": "WO",
  "application_number": null,
  "filing_date": "2024-01-24",
  "nice_classes": [
    9,
    16,
    35,
    36,
    41
  ],
  "owners": [
    {
      "name": "CFA INSTITUTE",
      "entity_id": "ent_019eb6f7-b27e-734f-9c71-7ca3509801b3"
    }
  ]
}