Filters
on 04 Sep 2024
CFA INSTITUTE
2347456 · 24 Jan 2024
009
Class 009
Computer & Software Products & Electrical & Scientific Products
Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the fields of investment management and financial analysis; downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the field of reporting on how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategies.
016
Class 016
Paper Goods and Printed Material
Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of investment management and financial analysis and in support of the interests of investment professionals and financial analysts.
...
Class 035
Advertising, Business & Retail Services
Association services, namely, the promotion of professional standards and practices and providing career information in the fields of investment management and financial analysis; promoting the interests of investment professionals and financial analysts; providing business information regarding how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategy, all via a global computer network; association services, namely, the promotion of professional standards and practices and providing career information relating to the development, use and maintenance of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto; business services, namely, providing business information relating to the use of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto.
Class 036
Insurance & Financial Services
Providing information in connection with financial analysis impact measurement services, and environmental, social and governance (ESG) ratings and advisory, namely, analyzing financial statistics, data and other sources of information for financial purposes; providing information in connection with financial services, namely, tax planning; providing information in connection with financial services, namely, environmental, social and governance (ESG) investment planning; providing information in connection with financial management in the field of environmental, social and Governance (ESG) investing.
Class 041
Education and Entertainment Services
Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the fields of investment management and financial analysis and distributing course materials in connection therewith; providing online non-downloadable publications in the nature of newsletters, magazines, books, digest books, and monographs in the field of investment management and financial analysis; providing online non-downloadable visual and audio recordings featuring topics in investment management and financial analysis; educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences to investment industry professionals demonstrating how to embrace and realize diversity, equity, and inclusion (DEI), and distributing course materials in connection therewith; educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) goals, and its performance related thereto; providing online non-downloadable publications in the nature of journals, articles, and podcasts in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) needs, and its performance related thereto; arranging professional workshops and training courses; training services in the field of reporting on sustainable development and sustainability performance of a financial services organization; business training in the field of workplace diversity, equity, and inclusion (DEI).
Downloadable publications, in the nature of newsletters, magazines, bo...
on 27 Mar 2015
CFA INSTITUTE
1582179 · 14 Jun 2012
009
Class 009
Computer & Software Products & Electrical & Scientific Products
Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable audio-visual media content in the form of films, videos, television programs, presentation slide shows, audio books, and webinars all in the fields of investment management and financial analysis.
Downloadable publications, in the nature of newsletters, magazines, bo...
on 08 May 2014
CFA INSTITUTE
1553251 · 22 Nov 2011
016
Class 016
Paper Goods and Printed Material
Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of investment management and financial analysis and in support of the interests of investment professionals and financial analysts.
035
Class 035
Advertising, Business & Retail Services
Association services, namely, the promotion of professional standards and practices and providing career information in the fields of investment management and financial analysis; promoting the interests of investment professionals and financial analysts; educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the fields of investment management and financial analysis and distributing course materials in connection therewith.
...
Class 041
Education and Entertainment Services
Printed publications, namely, newsletters, brochures, books, digest bo...
on 13 Aug 2008
CFA INSTITUTE
1235357 · 28 Oct 2004
016
Class 016
Paper Goods and Printed Material
Printed publications, namely newsletters, brochures, books, digest books, and monographs in the fields of investment management and financial analysis and in support of the interests of investment professionals and financial analysts.
035
Class 035
Advertising, Business & Retail Services
Association services, namely the promotion of professional standards and practices and providing career information in the fields of investment management and financial analysis; promoting the interests of investment professionals and financial analysts.
...
Class 041
Education and Entertainment Services
Educational services, namely arranging, conducting and providing courses of instruction, examinations, workshops, seminars, and conferences in the fields of investment management and financial analysis and distributing course materials in connection therewith.
Printed publications, namely newsletters, brochures, books, digest boo...
on 29 Sep 2021
CFA INSTITUTE
2011696 · 12 Nov 2019
041
Class 041
Education and Entertainment Services
Providing online non-downloadable publications in the nature of newsletters, magazines, books, digest books, and monographs in the field of investment management and financial analysis; providing online non-downloadable visual and audio recordings featuring topics in investment management and financial analysis.
Providing online non-downloadable publications in the nature of newsle...
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