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FINANCIAL PLANNING & WEALTH MANAGEMENT ANALYST (FPWMA)
FINANCIAL PLANNING & WEALTH MANAGEMENT ANALYST (FPWMA)
SEARCHED

on 25 Nov 2024

Last Applicant/ Owned by

CFI Education Inc. DBA Corporate Finance Institute

801-750 W Pender StreetVancouver

BRITISH COLUMBIA

CA

V6C2T8

Serial Number

2159329 filed on 11th Jan 2022

Correspondent Address

HEIDI JENSEN

(JENSEN IP)234 - 38 Auriga DriveOttawa

ONTARIO

CA

K2E8A5

FINANCIAL PLANNING & WEALTH MANAGEMENT ANALYST (FPWMA)

Trademark usage description

corporate finance management; financial asset management; financial investment counselling; financial reporting; financial management; financial analy Read More

Classification Information


Class [036]
Corporate finance management; financial asset management; financial investment counselling; financial reporting; financial management; financial analysis and research services; financial planning and investment advisory services; wealth management services; financial appraisals for individuals and businesses; financial and estate planning services; financial valuations; financial portfolio management; preparing financial reports; information services namely compilation of financial data and statistical information in the area of financial forecasting and statistical analysis of financial data and providing information, advice, analysis, research and consultancy services relating to the aforesaid services;


Classification kind code

11

Mark Details


Serial Number

2159329

Mark Type

Certification mark

Legal History


Action TakenStatus
Submitted for opposition 22
on 25th Nov 2024
Search Recorded
Submitted for opposition 20
on 25th Nov 2024
Examiner's First Report
Submitted for opposition 287
on 13th Jul 2022
Pre-Assessment Letter Sent
Submitted for opposition 30
on 11th Jan 2022
Filed
Submitted for opposition 1
on 11th Jan 2022
Created
Submitted for opposition 31
on 11th Jan 2022
Formalized