Word

Status

Pending

Status Code

630

Status Date

Saturday, November 11, 2023

Serial Number

98260809

Mark Type

2

Filing Date

Wednesday, November 8, 2023

Trademark Owner History

CFA Institute

Classifications

41 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)

9 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

16 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

36 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

35 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

The mark consists of a stylized circular design consisting of seven set of bars that have three lines of different lengths in each bar, all in the color blue.
The color(s) blue is/are claimed as a feature of the mark.

Trademark Events

Nov 11, 2023

New Application Entered

Dec 7, 2023

New Application Office Supplied Data Entered

Dec 8, 2023

Notice Of Design Search Code E-Mailed