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Canada

C$
AFP
FORMALIZED

on 10 Feb 2025

Last Applicant/ Owned by

Financial Planning Standards Board Ltd.

707 17th Street, Suite 2925Denver, CO 80202

US

Serial Number

2379158 filed on 10th Feb 2025

Correspondent Address

FASKEN MARTINEAU DUMOULIN LLP

800 rue du Square Victoria, bureau 3500Montréal,

QUEBEC

CA

H4Z1E9

AFP

Trademark usage description

banking services; insurance services; investment consulting services; financial investment advisory services, financial management advisory services, Read More

Classification Information


Class [036]
Banking services; insurance services; investment consulting services; financial investment advisory services, financial management advisory services, planning and investment advisory services; financial appraisal services; financial risk consultation, financial consultancy relating to loans, financial analysis consultation services; providing information in the field of financial planning, providing information in the field of financial trading; financial management for business; financial asset management services; financial planning; preparation of financial reports and analysis; financial research services; financial research services relating to finance and financial planning, banking, insurance and investment, management services, namely asset management services, financial management services, investment management services, insurance risk management, risk management services and security management services, appraisals for insurance claims of real estate; appraisals for insurance claims of personal property and appraisal services for real estate valuations.


Classification kind code

12

Class [041]
Educational and instructional services, namely organizing and conducting seminars, conferences, courses, standardized educational testing, developing educational curriculum for others and continuing professional education and development, in the fields of financial planning, financial literacy and financial advice.


Classification kind code

12

Mark Details


Serial Number

2379158

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 30
on 10th Feb 2025
Filed
Submitted for opposition 1
on 10th Feb 2025
Created
Submitted for opposition 31
on 10th Feb 2025
Formalized