Serial Number
98260804
Owner
CFA InstituteAttorney
Andrew J. AvsecFirst Use Date
Oct 18, 2023
Filing Date
Nov 8, 2023
Serial #98260804 Trademark
Serial Number: 98260804 • Registration: 8128966
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 16 - Paper Goods
Paper and cardboard; printed matter; bookbinding material; photographs; stationery
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Andrew J. Avsec CROWELL & MORING LLP
P.O. BOX 10395
CHICAGO, IL 60610
United States
Trademark Details
Filing Date
November 8, 2023
Registration Date
February 3, 2026
First Use Anywhere
October 18, 2023
First Use in Commerce
October 18, 2023
Published for Opposition
October 29, 2024
Goods & Services
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
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
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
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)