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CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING, INC. logo

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING, INC.

23 Marks
Corp.
First Filed:Sep 3, 1992Latest Filed:Mar 16, 2026Address:1425 K St NW, Washington, DC 20005, US

Portfolio Overview

Registered
19(83%)
Pending
3(13%)
Dead
1(4%)

Top Classes

Class 41
Education and Entertainment
12(52%)
Class 35
Advertising, Business Services & Retail
6(26%)
Class 36
Insurance, Financial Services & Real Estate
4(17%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
1(100%)
As Defendant
0(0%)

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Trademark Activity Timeline(1992 – 2026)

Trademark Portfolio

23 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
QUITE POSSIBLY THE PERFECT JOB
QUITE POSSIBLY THE PERFECT JOB
Service Mark
Word
PENDING
Owner:
Serial:99705632
Filed:Mar 16, 2026
Classes:35
ADVISE WITH PURPOSE. PLAN WITH PRECISION.
ADVISE WITH PURPOSE. PLAN WITH PRECISION.
Service Mark
Word
ITU
PENDING
Owner:
Serial:99694220
Filed:Mar 10, 2026
Classes:41
FUTURE CFP PRO
FUTURE CFP PRO
Trademark
Word
ITU
PENDING
Owner:
Serial:97864884
Filed:Mar 30, 2023
Classes:9, 16, 18, +4
Goods & Services
Educational services, namely, conducting seminars, panel discussions, training sessions, and workshops in the field of the financial planning profession and financial degrees and planning career paths, and the distribution of course materials in connection therewith; educational services, namely, providing educational presentations and speeches in the field of the financial planning profession and financial planning degrees and career paths; development of curriculum for others in the field of the financial planning profession and financial planning degrees and career paths; development of educational resource materials in the field of the financial planning profession and financial planning degrees and career paths; production and distribution of videos and other multimedia content in the field of the financial planning profession and financial planning degrees and career paths; Downloadable publications in the nature of books, guides, manuals, reports, newsletters, pamphlets, and workbooks in the field of the financial planning profession and financial planning degrees and career paths; Backpacks; tote bags; umbrellas; Printed books and printed educational resource materials in the field of the financial planning profession and financial planning degrees and career paths; pens; blank paper notebooks; Shirts; jackets as clothing; Providing scholarship opportunities to cover the financial expenses of individuals seeking to pursue education and certification in the field of financial planning; providing information via a website in the field of the financial planning profession and financial planning degrees and career paths; Promoting public awareness regarding the financial planning profession and financial planning degrees and career paths; "PRO"
FUTURE CFP PROFESSIONAL
FUTURE CFP PROFESSIONAL
Trademark
Word
ABANDONED
Owner:
Serial:97864862
Filed:Mar 30, 2023
Classes:9, 16, 18, +4
Goods & Services
Educational services, namely, conducting seminars, panel discussions, training sessions, and workshops in the field of the financial planning profession and financial degrees and planning career paths, and the distribution of course materials in connection therewith; educational services, namely, providing educational presentations and speeches in the field of the financial planning profession and financial planning degrees and career paths; development of curriculum for others in the field of the financial planning profession and financial planning degrees and career paths; development of educational resource materials in the field of the financial planning profession and financial planning degrees and career paths; production and distribution of videos and other multimedia content in the field of the financial planning profession and financial planning degrees and career paths; Downloadable publications in the nature of books, guides, manuals, reports, newsletters, pamphlets, and workbooks in the field of the financial planning profession and financial planning degrees and career paths; Backpacks; tote bags; umbrellas; Printed books and printed educational resource materials in the field of the financial planning profession and financial planning degrees and career paths; pens; blank paper notebooks; Shirts; jackets as clothing; Providing scholarship opportunities to cover the financial expenses of individuals seeking to pursue education and certification in the field of financial planning; providing information via a website in the field of the financial planning profession and financial planning degrees and career paths; Promoting public awareness regarding the financial planning profession and financial planning degrees and career paths; "PROFESSIONAL"
CFP
CFP
Certification
Combined
REGISTERED
Owner:
Serial:97610050
Filed:Sep 28, 2022
Classes:2
Registration:7211861
Registered:Nov 7, 2023
Goods & Services
Financial planning services
THE PSYCHOLOGY OF FINANCIAL PLANNING
THE PSYCHOLOGY OF FINANCIAL PLANNING
Trademark
Word
REGISTERED
Owner:
Serial:97605126
Filed:Sep 23, 2022
Classes:9
Registration:7281825
Registered:Jan 16, 2024
Goods & Services
Series of downloadable books in the field of financial planning | Series of printed books in the field of financial planning
CERTIFIED FINANCIAL PLANNER
CERTIFIED FINANCIAL PLANNER
Certification
Word
REGISTERED
Owner:
Serial:97552009
Filed:Aug 17, 2022
Classes:N/A
Registration:7424622
Registered:Jun 25, 2024
Goods & Services
"CERTIFIED"
PSYCHOLOGY OF FINANCIAL PLANNING
PSYCHOLOGY OF FINANCIAL PLANNING
Service Mark
Word
REGISTERED
Owner:
Serial:97430907
Filed:May 26, 2022
Classes:41
Registration:7290195
Registered:Jan 23, 2024
Goods & Services
Educational services, namely, providing educational courses in the field of financial planning
PSYCHOLOGY OF FINANCIAL PLANNING
PSYCHOLOGY OF FINANCIAL PLANNING
Service Mark
Word
REGISTERED
Owner:
Serial:97427716
Filed:May 25, 2022
Classes:41
Registration:7272327
Registered:Jan 9, 2024
Goods & Services
Providing information in the field of financial planning | Educational services, namely, providing educational courses to financial services professionals in the field of financial planning
CLIENT PSYCHOLOGY
CLIENT PSYCHOLOGY
Service Mark
Word
REGISTERED
Owner:
Serial:88732982
Filed:Dec 19, 2019
Classes:41
Registration:6285077
Registered:Mar 2, 2021
Goods & Services
Educational services, namely, providing continuing professional educational courses in the field of financial planning
CFP BOARD CENTER FOR FINANCIAL PLANNING
CFP BOARD CENTER FOR FINANCIAL PLANNING
Service Mark
Combined
REGISTERED
Owner:
Serial:88178244
Filed:Nov 1, 2018
Classes:35, 36, 41
Registration:5871524
Registered:Oct 1, 2019
Goods & Services
"BOARD" AND "CENTER FOR FINANCIAL PLANNING"
CFP BOARD CENTER FOR FINANCIAL PLANNING
CFP BOARD CENTER FOR FINANCIAL PLANNING
Service Mark
Word
REGISTERED
Owner:
Serial:88178248
Filed:Nov 1, 2018
Classes:35, 36, 41
Registration:5871525
Registered:Oct 1, 2019
Goods & Services
"BOARD" AND "CENTER FOR FINANCIAL PLANNING"
CFP BOARD EMERITUS
CFP BOARD EMERITUS
Membership
Combined
REGISTERED
Owner:
Serial:88174439
Filed:Oct 30, 2018
Classes:200
Registration:5892911
Registered:Oct 22, 2019
Goods & Services
"BOARD" AND "EMERITUS"
CFP BOARD EMERITUS
CFP BOARD EMERITUS
Membership
Word
REGISTERED
Owner:
Serial:88161626
Filed:Oct 19, 2018
Classes:200
Registration:5881344
Registered:Oct 8, 2019
Goods & Services
"BOARD" AND "EMERITUS"
FINANCIAL PLANNING REVIEW
FINANCIAL PLANNING REVIEW
Trademark
Word
REGISTERED
Owner:
Serial:88072176
Filed:Aug 9, 2018
Classes:9, 41
Registration:5815480
Registered:Jul 23, 2019
Goods & Services
Providing online non-downloadable journals in the field of financial planning; Downloadable journals in the field of financial planning; "REVIEW"
CFP
CFP
Certification
Combined
REGISTERED
Owner:
Serial:86700200
Filed:Jul 21, 2015
Classes:
Registration:4889638
Registered:Jan 19, 2016
Goods & Services
Financial planning services
CFP
CFP
Certification
Combined
REGISTERED
Owner:
Serial:86700168
Filed:Jul 21, 2015
Classes:
Registration:4889637
Registered:Jan 19, 2016
Goods & Services
Financial planning services
CFP BOARD
CFP BOARD
Service Mark
Combined
REGISTERED
Owner:
Serial:86656154
Filed:Jun 9, 2015
Classes:41, 42
Registration:4996230
Registered:Jul 12, 2016
Goods & Services
Educational services, namely, preparing and administering educational tests for professional certification of personal financial planners; "BOARD"; Development of voluntary standards for personal financial planning; accreditation services, namely, setting and providing standards for personal financial planners for the purpose of accreditation; analysis and evaluation of the personal financial planning services of others for the purpose of certification
LET'S MAKE A PLAN!
LET'S MAKE A PLAN!
Service Mark
Word
REGISTERED
Owner:
Serial:85224260
Filed:Jan 24, 2011
Classes:35
Registration:4132816
Registered:Apr 24, 2012
Goods & Services
Promoting public awareness of the field of financial planning
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Service Mark
Word
REGISTERED
Owner:
Serial:77444223
Filed:Apr 9, 2008
Classes:41
Registration:3756512
Registered:Mar 9, 2010
Goods & Services
"INC."
CFP BOARD
CFP BOARD
Service Mark
Word
REGISTERED
Owner:
Serial:77444257
Filed:Apr 9, 2008
Classes:41, 42
Registration:3710963
Registered:Nov 17, 2009
Goods & Services
Class 041: Educational services, namely, preparing and administering educational tests for professional certification of personal financial planners; Class 042: Development of voluntary standards for personal financial planning; accreditation services, namely, setting and providing standards for personal financial planners for the purpose of accreditation; analysis and evaluation of the personal financial planning services of others for the purpose of certification
CFP
CFP
Certification
Word
REGISTERED
Owner:
Serial:76131206
Filed:Sep 19, 2000
Classes:2
Registration:2539790
Registered:Feb 19, 2002
Goods & Services
FINANCIAL PLANNING SERVICES
CFP
CFP
Certification
Combined
REGISTERED
Owner:
Serial:74310552
Filed:Sep 3, 1992
Classes:
Registration:1843933
Registered:Jul 5, 1994
Goods & Services
financial planning services