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ADVANCING PROFESSIONAL FINANCIAL PLANNING
ADVANCING PROFESSIONAL FINANCIAL PLANNING
REGISTERED

on 25 Aug 2023

Last Applicant/ Owned by

FP CANADA

375, University AvenueSuite 902Toronto

ONTARIO

CA

M5G2J5

Serial Number

1901109 filed on 28th May 2018

Registration Number

TMA1195041 registered on 25th Aug 2023

Registration expiry Date

25th Aug 2033

Correspondent Address

LJT LAWYERS, LLP / LJT AVOCATS, S.E.N.C.R.L.

7100-380 rue Saint-Antoine OMontréal

QUÉBEC

CA

H2Y3X7

ADVANCING PROFESSIONAL FINANCIAL PLANNING

Trademark usage description

enforcing professional, competency and ethical standards in personal financial planning for the benefit of the public by ensuring that financial plann Read More

Classification Information


Class [009]
Electronic publications, namely, books, pamphlets, newsletters, brochures and information packages in the field of personal financial planning.


Classification kind code

11

Class [016]
Printed publications, namely, books, pamphlets, newsletters, brochures and information packages in the field of personal financial planning.


Classification kind code

11

Class [035]
Professional body promoting knowledge, skill and competence for the benefit of the public in the field of personal financial planning by leading the evolution of the financial planning profession in Canada, namely developing professional standards and certifying financial planners; Promoting professional, competency and ethical standards in personal financial planning for the benefit of the public by ensuring that financial planning professionals meet appropriate standards of competence and professionalism through education, examination, experience and ethical requirements; Business Administration of a certification program in the field of personal financial planning.


Classification kind code

11

Class [036]
Providing scholarships to students for the purpose of pursuing studies in the area of personal financial planning; Providing information in the field of personal financial planning via a website; Conducting research in the field of personal financial planning and financial literacy.


Classification kind code

11

Class [041]
Organizing seminars, workshops and classes to raise awareness and increase financial literacy in the general public; Education services to financial planning professionals, namely providing courses, seminars and workshops in the field of personal financial planning; Development and administration of continuing education programs in the field of personal financial planning.


Classification kind code

11

Class [042]
Enforcing professional, competency and ethical standards in personal financial planning for the benefit of the public by ensuring that financial planning professionals meet appropriate standards of competence and professionalism and to determine conformity with certification standards; Enforcement of a certification program in the field of personal financial planning namely reviewing standards and practices to assure professionals meet appropriate standards of competence and professionalism.


Classification kind code

11

Class [045]
Developing professional and ethical standards in the field of personal financial planning for the benefit of the public, namely developing and providing financial planning professionals with a standard framework, set of guidelines, general rules and assumptions for preparing personal financial plans.


Classification kind code

11

Mark Details


Serial Number

1901109

Mark Type

Trademark

Legal History


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Action TakenStatus
Submitted for opposition 15
on 5th May 2021
Correspondence Created
Submitted for opposition 15
on 28th Sept 2020
Correspondence Created
Submitted for opposition 20
on 4th Mar 2020
Examiner's First Report
Submitted for opposition 22
on 19th Feb 2020
Search Recorded
Submitted for opposition 67
on 29th Jul 2019
Agent Name Changed
Submitted for opposition 135
on 3rd Jun 2019
Amendment to Application
Submitted for opposition 80
on 20th Mar 2019
Change of Title Registered
Submitted for opposition 31
on 29th May 2018
Formalized
Submitted for opposition 30
on 28th May 2018
Filed
Submitted for opposition 1
on 28th May 2018
Created