The trademark application CISI ACCREDITED FINANCIAL PLANNING FIRM was filed by The Chartered Institute for Securities and Investment, a corporation established under the laws of the United Kingdom of Great Britain and Northern Ireland (the "Applicant"). The application was published for oppositions on September 21, 2022, and it was registered by office on December 29, 2022 without any oppositions.
The application was filed in English (German was selected as the second language).
Change of name and professional address of the trademark registration was recorded on October 6, 2024.
Goods And Services
The mark was filed in class 36 with following description of goods:
Banking, financial, insurance and investment services
Financial advisory services
Financial appraisal services
Financial consultation services
Provision of financial information
Financial management
Financial planning
Preparation of financial reports and analysis
Financial research
Pension advisory services
Investment advisory services.
The mark was filed in class 41 with Accreditation of professional competency in the field of financial planning and accreditation services, namely, setting and providing standards for financial planning for the purposes of professional competency accreditation..