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Official data from USPTO

CFP BOARD CENTER FOR FINANCIAL PLANNING

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

CFP BOARD CENTER FOR FINANCIAL PLANNING

ST13

US500000088178244

Class

35, 36, 41

Filing

88178244

Registration

5871524

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

23

Latest update

01/09/2026

Trademark type

Combined

Nice classes

35, 36, 41

Filing date

11/01/2018

Registration date

10/01/2019

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/08/2026

Last transaction

01/09/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

2015-11-00

First use in commerce

2015-11-00

Drawing code

3

Owner type

03

Owner location

WASHINGTON, DC

Examiner

DWYER,JOHN D

Current location

Historical data usage

Mark description

The mark consists of the words "CFP BOARD" within a rectangle above the stacked words "CENTER FOR FINANCIAL PLANNING".

Holders and representatives

Holders

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING, INC.
Certified Financial Planner Board of Standards, Inc.

Representatives

Thorne Maginnis ARENTFOX SCHIFF LLP

Technical classification

Nice Classes

Class 35Class 36Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Promoting public interest in and awareness of the field of financial planning; employment recruitingplacementcareer networking services in the field of financial planning; career planningproviding career informationcareer advancement consulting services in the field of financial planning; consulting services in the nature of assisting employers with recruitmentretentionadvancement of financial plannersemployment recruiting consultation

Class 36

Conducting research in the field of financial planning; providing scholarships to cover the financial expenses of individuals seeking to complete educational and exam prerequisites for financial planner certification; providing a website featuring educational information in the field of financial planning

Class 41

Educational servicesconducting seminars and providing training in the field of financial planning; educational servicesconducting programs for employers in the field of recruitmentretentionadvancement of financial planners; hosting academic research colloquiumsconducting educational seminars to educate facultyresearcherspractitioners in the field of financial planning; conducting teaching seminars for educators in the field of financial planning instruction and education; publishing an academic journal on the subject of financial planning; providing a website featuring academic information in the field of financial planning education

Publications

History of USPTO decisions and trademark events.

23 publications found

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

01/08/2026

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

01/08/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

01/08/2026

E815

TEAS SECTION 8 & 15 RECEIVED

10/01/2025

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

10/01/2024

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

03/29/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

10/01/2019

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/16/2019

PUBO

PUBLISHED FOR OPPOSITION

07/16/2019

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/26/2019

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

06/12/2019

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/08/2019

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/08/2019

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/08/2019

ALIE

ASSIGNED TO LIE

06/08/2019

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/04/2019

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/06/2018

GNRT

NON-FINAL ACTION E-MAILED

12/06/2018

CNRT

NON-FINAL ACTION WRITTEN

12/06/2018

DOCK

ASSIGNED TO EXAMINER

11/28/2018

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

11/17/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/16/2018

NWAP

NEW APPLICATION ENTERED

11/05/2018

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