THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION logo

THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION

44 Marks
Corp.
First Filed:Aug 15, 1977Latest Filed:Dec 19, 2025Address:1515 West Cypress Creek Road, Fort Lauderdale, GA 33309

Portfolio Overview

Registered
36(82%)
Pending
5(11%)
Dead
3(7%)

Top Classes

Class 41
Education and Entertainment
30(68%)
Class 2
Paints, Coatings & Colorants
8(18%)
Class NaN
5(11%)

TTAB Proceedings

No litigation activity

Top Firms

DLA Piper LLP (US)(Dec 2025)
43
Kaplan(Sep 2019)
1

Trademark Activity Timeline(1995 – 2025)

Trademark Portfolio

44 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PGWTA
PGWTA
Certification
Word
ITU
PENDING
Owner:
Serial:99557633
Filed:Dec 19, 2025
Classes:
PGWTA
PGWTA
Service Mark
Word
ITU
PENDING
Owner:
Serial:99557623
Filed:Dec 19, 2025
Classes:41
Goods & Services
Class 041: Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning topics, and dissemination of educational materials, namely, books, flashcards, study guides, handouts, and lectures in connection therewith
PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR
PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR
Service Mark
Combined
ITU
PENDING
Owner:
Serial:99557629
Filed:Dec 19, 2025
Classes:41
Goods & Services
Class 041: Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning topics, and dissemination of educational materials, namely, books, flashcards, study guides, handouts, and lectures in connection therewith
QPFE
QPFE
Certification
Word
ITU
PENDING
Owner:
Serial:98388097
Filed:Feb 2, 2024
Classes:2
Goods & Services
Providing educational services for high school students in the field of financial literacy in the areas of personal finance, budgeting, savings and investing, debt management, credit management, taxes, retirement planning, financial goal setting, consumer awareness, economic and financial systems, and taxes
QPFE
QPFE
Service Mark
Word
REGISTERED
Owner:
Serial:98378063
Filed:Jan 26, 2024
Classes:41
Registration:7884117
Registered:Aug 5, 2025
Goods & Services
Educational services, namely, providing courses, seminars, and non-downloadable webinars in the field of financial literacy in the areas of personal finance, budgeting, savings and investing, debt management, credit management, taxes, retirement planning, financial goal setting, consumer awareness, economic and financial systems, and taxes
QPFE QUALIFIED PERSONAL FINANCE EDUCATOR
QPFE QUALIFIED PERSONAL FINANCE EDUCATOR
Service Mark
Combined
REGISTERED
Owner:
Serial:98377441
Filed:Jan 26, 2024
Classes:41
Registration:7884116
Registered:Aug 5, 2025
Goods & Services
Educational services, namely, providing courses, seminars, and non-downloadable webinars in the field of financial literacy in the areas of personal finance, budgeting, savings and investing, debt management, credit management, taxes, retirement planning, financial goal setting, consumer awareness, economic and financial systems, and taxes; PERSONAL FINANCE EDUCATOR
AAMS
AAMS
Certification
Word
REGISTERED
Owner:
Serial:98239959
Filed:Oct 25, 2023
Classes:2
Registration:7515926
Registered:Sep 24, 2024
Goods & Services
Providing services in the fields of finance and financial planning in the areas of asset management, investment performance, asset allocation and selection, investment strategies, portfolio management, deferred compensation and benefits, insurance, taxation, retirement, and estate planning
ADPA
ADPA
Certification
Word
REGISTERED
Owner:
Serial:98239961
Filed:Oct 25, 2023
Classes:2
Registration:7515927
Registered:Sep 24, 2024
Goods & Services
Providing services in the fields of finance and financial planning in the areas of wealth transfers, federal taxation, investments, retirement planning, medical and end of life planning, behavioral finance, portfolio management, partner benefits, and qualitative planning for domestic partnerships
APMA
APMA
Certification
Word
REGISTERED
Owner:
Serial:98239965
Filed:Oct 25, 2023
Classes:2
Registration:7515928
Registered:Sep 24, 2024
Goods & Services
Providing services in the fields of finance and financial planning in the areas of investment risk and return analysis, investment strategies, mutual funds and pooled investments, equity performance evaluations, portfolio management, taxation of investments, debt and fixed income valuation and analysis, behavioral finance, asset allocation, and retirement planning
AWMA
AWMA
Certification
Word
REGISTERED
Owner:
Serial:98240087
Filed:Oct 25, 2023
Classes:2
Registration:7515929
Registered:Sep 24, 2024
Goods & Services
Providing services in the fields of finance and financial planning in the areas of wealth management, behavioral finance, investment risk, return and performance, investment products and strategies, income tax strategies, executive benefits planning, estate planning, portfolio management, fiduciary and regulatory issues, investment planning, tax planning, and succession planning for high-net-worth clients
CE ONESOURCE
CE ONESOURCE
Service Mark
Word
ITU
PENDING
Owner:
Serial:97888960
Filed:Apr 14, 2023
Classes:35, 41
Goods & Services
educational services, namely, conducting professional continuing education courses, seminars, lectures and workshops in the field of financial planning and distribution of course materials in connection therewith in printed or electronic format; development and dissemination of printed educational materials in the field of professional continuing education in the field of financial planning and related business services; Online retail store services featuring downloadable prerecorded videos featuring professional continuing education courses, seminars, lectures and workshops in the field of financial planning; "CE"
SE-AWMA
SE-AWMA
Certification
Word
REGISTERED
Owner:
Serial:97289131
Filed:Mar 1, 2022
Classes:2
Registration:7237558
Registered:Dec 5, 2023
Goods & Services
Providing financial services in the nature of financing services in the sports and entertainment industry and financial planning in the areas of asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement in the sports and entertainment industry
SE-AWMA
SE-AWMA
Service Mark
Word
REGISTERED
Owner:
Serial:90531793
Filed:Feb 17, 2021
Classes:41
Registration:6755698
Registered:Jun 7, 2022
Goods & Services
educational services, namely, providing courses in the fields of finance in the sports and entertainment industry and financial planning in the areas of asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement in the sports and entertainment industry
SE-AWMA
SE-AWMA
Certification
Word
ABANDONED
Owner:
Serial:90532063
Filed:Feb 17, 2021
Classes:N/A
SE-AWMA SPORTS & ENTERTAINMENT ACCREDITED WEALTH MANAGEMENT ADVISOR
SE-AWMA SPORTS & ENTERTAINMENT ACCREDITED WEALTH MANAGEMENT ADVISOR
Service Mark
Combined
REGISTERED
Owner:
Serial:90466421
Filed:Jan 14, 2021
Classes:41
Registration:6740904
Registered:May 24, 2022
Goods & Services
"SPORTS & ENTERTAINMENT" AND "ACCREDITED WEALTH MANAGEMENT ADVISOR"
WMS WEALTH MANAGEMENT SPECIALIST
WMS WEALTH MANAGEMENT SPECIALIST
Service Mark
Combined
REGISTERED
Owner:
Serial:90231960
Filed:Oct 2, 2020
Classes:41
Registration:6407925
Registered:Jul 6, 2021
Goods & Services
"WEALTH MANAGEMENT SPECIALIST"
ABFP
ABFP
Certification
Word
REGISTERED
Owner:
Serial:88630135
Filed:Sep 25, 2019
Classes:2
Registration:6719357
Registered:May 3, 2022
Goods & Services
Providing financial services with respect to financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning
ABFP
ABFP
Service Mark
Word
REGISTERED
Owner:
Serial:88628541
Filed:Sep 24, 2019
Classes:41
Registration:6356849
Registered:May 18, 2021
Goods & Services
Educational services, namely, providing courses, seminars and workshops in the field of behavioral finance in the areas of the financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning
ABFP ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL
ABFP ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL
Service Mark
Combined
REGISTERED
Owner:
Serial:88624413
Filed:Sep 20, 2019
Classes:41
Registration:6390101
Registered:Jun 15, 2021
Goods & Services
"ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL"
CSRIC
CSRIC
Certification
Word
REGISTERED
Owner:
Serial:87614802
Filed:Sep 19, 2017
Classes:2
Registration:5840267
Registered:Aug 20, 2019
Goods & Services
Providing advisory services in the field of financial planning
CSRIC
CSRIC
Service Mark
Word
REGISTERED
Owner:
Serial:87614794
Filed:Sep 19, 2017
Classes:41
Registration:5734694
Registered:Apr 23, 2019
Goods & Services
Educational services, namely, providing courses, seminars and workshops in the field of financial planning in the areas of socially responsible investing, the financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning
CSRIC CHARTERED SOCIALLY RESPONSIBLE INVESTING COUNSELOR
CSRIC CHARTERED SOCIALLY RESPONSIBLE INVESTING COUNSELOR
Certification
Combined
ABANDONED
Owner:
Serial:87603303
Filed:Sep 11, 2017
Classes:N/A
Goods & Services
"CHARTERED SOCIALLY RESPONSIBLE INVESTING COUNSELOR"
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL FPQP
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL FPQP
Certification
Combined
REGISTERED
Owner:
Serial:87358278
Filed:Mar 3, 2017
Classes:
Registration:5525705
Registered:Jul 24, 2018
Goods & Services
Providing professional support services for financial planners in the field of financial planning
FPQP
FPQP
Certification
Word
REGISTERED
Owner:
Serial:87358266
Filed:Mar 3, 2017
Classes:
Registration:5618169
Registered:Nov 27, 2018
Goods & Services
Providing professional support services for financial planners in the field of financial planning
FPQP
FPQP
Service Mark
Word
REGISTERED
Owner:
Serial:87358248
Filed:Mar 3, 2017
Classes:41
Registration:5487599
Registered:Jun 5, 2018
Goods & Services
Educational services, namely, providing courses and testing in the fields of financial planning, which includes the financial planning process, cash management, insurance, investments, tax planning, retirement planning, and estate planning
FPQP FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL
FPQP FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL
Certification
Combined
REGISTERED
Owner:
Serial:87358284
Filed:Mar 3, 2017
Classes:
Registration:5644162
Registered:Jan 1, 2019
Goods & Services
Providing professional support services for financial planners in the field of financial planning
MPAS
MPAS
Service Mark
Word
REGISTERED
Owner:
Serial:85603912
Filed:Apr 20, 2012
Classes:41
Registration:4347926
Registered:Jun 4, 2013
Goods & Services
Educational services, namely, post-secondary courses in the fields of finance and financial planning, risk management, investments, financial portfolio management, taxation, retirement planning and estate planning
MPAS MASTER PLANNER ADVANCED STUDIES
MPAS MASTER PLANNER ADVANCED STUDIES
Service Mark
Combined
REGISTERED
Owner:
Serial:85604425
Filed:Apr 20, 2012
Classes:41
Registration:4343932
Registered:May 28, 2013
Goods & Services
"MASTER PLANNER ADVANCED STUDIES"
APMA
APMA
Service Mark
Word
REGISTERED
Owner:
Serial:85096981
Filed:Jul 30, 2010
Classes:41
Registration:3917243
Registered:Feb 8, 2011
Goods & Services
Educational services, namely, providing courses, seminars and workshops in the fields of finance and financial planning in the areas of asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, retirement, and portfolio management
APMA ACCREDITED PORTFOLIO MANAGEMENT ADVISOR
APMA ACCREDITED PORTFOLIO MANAGEMENT ADVISOR
Service Mark
Combined
REGISTERED
Owner:
Serial:85096995
Filed:Jul 30, 2010
Classes:41
Registration:3919893
Registered:Feb 15, 2011
Goods & Services
"ACCREDITED PORTFOLIO MANAGEMENT ADVISOR"
ADPA
ADPA
Service Mark
Word
REGISTERED
Owner:
Serial:85011957
Filed:Apr 12, 2010
Classes:41
Registration:3879755
Registered:Nov 23, 2010
Goods & Services
Educational services, namely, providing courses, seminars and workshops in the fields of finance and financial planning in the areas of asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement
ADPA ACCREDITED DOMESTIC PARTNERSHIP ADVISOR
ADPA ACCREDITED DOMESTIC PARTNERSHIP ADVISOR
Service Mark
Combined
REGISTERED
Owner:
Serial:85009868
Filed:Apr 8, 2010
Classes:41
Registration:3903386
Registered:Jan 11, 2011
Goods & Services
"ACCREDITED DOMESTIC PARTNERSHIP ADVISOR"
AWMA
AWMA
Service Mark
Word
REGISTERED
Owner:
Serial:77281427
Filed:Sep 17, 2007
Classes:41
Registration:3430856
Registered:May 20, 2008
Goods & Services
Educational services, namely, providing courses in the fields of finance and financial planning in the areas of asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement
AWMA ACCREDITED WEALTH MANAGEMENT ADVISOR
AWMA ACCREDITED WEALTH MANAGEMENT ADVISOR
Service Mark
Combined
REGISTERED
Owner:
Serial:77281468
Filed:Sep 17, 2007
Classes:41
Registration:3457079
Registered:Jul 1, 2008
Goods & Services
"ACCREDITED WEALTH MANAGEMENT ADVISOR"
CRPC CHARTERED RETIREMENT PLANNING COUNSELOR
CRPC CHARTERED RETIREMENT PLANNING COUNSELOR
Service Mark
Combined
REGISTERED
Owner:
Serial:77281488
Filed:Sep 17, 2007
Classes:41
Registration:3457080
Registered:Jul 1, 2008
Goods & Services
"CHARTERED RETIREMENT PLANNING COUNSELOR"
CRPS CHARTERED RETIREMENT PLANS SPECIALIST
CRPS CHARTERED RETIREMENT PLANS SPECIALIST
Service Mark
Combined
REGISTERED
Owner:
Serial:77281506
Filed:Sep 17, 2007
Classes:41
Registration:3457081
Registered:Jul 1, 2008
Goods & Services
"CHARTERED RETIREMENT PLANS SPECIALIST"
RP
RP
Service Mark
Word
REGISTERED
Owner:
Serial:77281532
Filed:Sep 17, 2007
Classes:41
Registration:3478421
Registered:Jul 29, 2008
Goods & Services
Educational services, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, and retirement investment
RP REGISTERED PARAPLANNER
RP REGISTERED PARAPLANNER
Service Mark
Combined
CANCELLED
Owner:
Serial:77281520
Filed:Sep 17, 2007
Classes:41
Registration:3515043
Registered:Oct 14, 2008
Goods & Services
"REGISTERED PARAPLANNER"
CRPC
CRPC
Service Mark
Word
REGISTERED
Owner:
Serial:75355488
Filed:Sep 11, 1997
Classes:41
Registration:2251936
Registered:Jun 8, 1999
Goods & Services
educational service, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, retirement investment and life management
CRPS
CRPS
Service Mark
Word
REGISTERED
Owner:
Serial:75355489
Filed:Sep 11, 1997
Classes:41
Registration:2256035
Registered:Jun 22, 1999
Goods & Services
educational service, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, retirement investment and life management
CE ONESOURCE
CE ONESOURCE
Service Mark
Word
REGISTERED
Owner:
Serial:75284830
Filed:May 1, 1997
Classes:41
Registration:2643095
Registered:Oct 29, 2002
Goods & Services
educational services, namely conducting courses, seminars, lectures and workshops in the field of professional continuing education in the field of financial planning and related business services including the distribution of course materials and audio and video media in connection therewith; development and dissemination of educational materials in the field of professional continuing education in the field of financial planning and related business services; "CE"
AAMS
AAMS
Service Mark
Word
REGISTERED
Owner:
Serial:75056157
Filed:Feb 12, 1996
Classes:41
Registration:2080227
Registered:Jul 15, 1997
Goods & Services
educational services, namely, conducting courses in the fields of finance and financial planning
CMFC
CMFC
Service Mark
Word
REGISTERED
Owner:
Serial:75012555
Filed:Oct 30, 1995
Classes:41
Registration:2045094
Registered:Mar 11, 1997
Goods & Services
educational services, namely, conducting courses of instruction in the field of finance
COLLEGE FOR FINANCIAL PLANNING
COLLEGE FOR FINANCIAL PLANNING
Service Mark
Word
REGISTERED
Owner:
Serial:73137597
Filed:Aug 15, 1977
Classes:41
Registration:1111491
Registered:Jan 16, 1979
Goods & Services
EDUCATIONAL SERVICES-NAMELY, OFFERING PROGRAMS AND COURSES OF STUDY IN THE FIELD OF FINANCE

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