Brands and Their Owners
THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION contact information is shown below | |
Owner: | THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION |
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Owner Address: | 1515 West Cypress Creek Road Fort Lauderdale FL 33309 |
Owner Web Site | |
Owner Phone | |
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Owner Fax |
Brand: |
AAMS |
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Description: | educational services, namely, conducting courses in the fields of finance and financial planning; |
Category: | EDUCATIONAL SERVICES |
Brand: |
ABFP |
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Description: | 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; |
Category: | EDUCATIONAL SERVICES |
Brand: |
ABFP |
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Description: | 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;This certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to services in the field of behavioral finance, and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.; |
Category: | PROVIDING FINANCIAL SERVICES WITH RESPECT |
Brand: |
ABFP ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL |
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Description: | 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;The mark consists of two stylized triangles composed of six diagonal stripes, one above the term ABFP and one upside down below the term ABFP, all inside of a concentric circle containing the wording ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL in an arch. The inner circle with the wording and triangles is shaded.;Color is not claimed as a feature of the mark.;ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL; |
Category: | EDUCATIONAL SERVICES |
Brand: |
ADPA |
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Description: | 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;ACCREDITED DOMESTIC PARTNERSHIP ADVISOR; |
Category: | EDUCATIONAL SERVICES |
Brand: |
ADPA ACCREDITED DOMESTIC PARTNERSHIP ADVISOR |
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Description: | 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;The mark consists of the wording ADPA ACCREDITED DOMESTIC PARTNERSHIP ADVISOR; the term ADPA appears in slightly staggered capital letters with the letters DP in larger size, and ADPA is displayed against a darker semi-circular background; a triangle composed of five diagonal stripes appears at bottom left against the bottom portion of the darker semi-circular background; the words ACCREDITED DOMESTIC PARTNERSHIP ADVISOR appear in two lines below in smaller upper and lower case letters on a darker rectangular background centered below ADPA; a dark outline surrounds the entire logo mark.;Color is not claimed as a feature of the mark.;ACCREDITED DOMESTIC PARTNERSHIP ADVISOR; |
Category: | EDUCATIONAL SERVICES |
Brand: |
APMA |
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Description: | 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;ACCREDITED PORTFOLIO MANAGEMENT ADVISOR; |
Category: | EDUCATIONAL SERVICES |
Brand: |
APMA ACCREDITED PORTFOLIO MANAGEMENT ADVISOR |
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Description: | 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;The mark consists of the wording APMA ACCREDITED PORTFOLIO MANAGEMENT ADVISOR; the term APMA appears in large, slightly staggered capital letters against a darker rectangular background with a narrow, lighter horizontal rule appearing just above APMA; a low triangle composed of five diagonal stripes appears at center just below APMA and blends into the serifs on the letters P and M, and a curved stem with three leaves appears to the right of the triangular element; a lighter horizontal band below these elements overlays and extends slightly outside the width of the dark rectangle and displays the words ACCREDITED PORTFOLIO MANAGEMENT ADVISOR in a single line in smaller upper and lower case letters.;Color is not claimed as a feature of the mark.;ACCREDITED PORTFOLIO MANAGEMENT ADVISOR; |
Category: | EDUCATIONAL SERVICES |
Brand: |
AWMA |
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Description: | 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; |
Category: | EDUCATIONAL SERVICES |
Brand: |
AWMA ACCREDITED WEALTH MANAGEMENT ADVISOR |
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Description: | 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;Color is not claimed as a feature of the mark.;ACCREDITED WEALTH MANAGEMENT ADVISOR; |
Category: | EDUCATIONAL SERVICES |
Brand: |
CE ONESOURCE |
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Description: | 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 1 SOURCE;CE; |
Category: | EDUCATIONAL SERVICES |
Brand: |
CMFC |
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Description: | educational services, namely, conducting courses of instruction in the field of finance; |
Category: | EDUCATIONAL SERVICES |
Brand: |
COLLEGE FOR FINANCIAL PLANNING |
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Description: | EDUCATIONAL SERVICES-NAMELY, OFFERING PROGRAMS AND COURSES OF STUDY IN THE FIELD OF FINANCE; |
Category: | EDUCATIONAL SERVICES NAMELY |
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CRPC |
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Description: | educational service, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, retirement investment and life management; |
Category: | EDUCATIONAL SERVICE |
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CRPC CHARTERED RETIREMENT PLANNING COUNSELOR |
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Description: | Educational services, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, and retirement investment;Color is not claimed as a feature of the mark.;CHARTERED RETIREMENT PLANNING COUNSELOR; |
Category: | EDUCATIONAL SERVICES |
Brand: |
CRPS |
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Description: | educational service, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, retirement investment and life management; |
Category: | EDUCATIONAL SERVICE |
Brand: |
CRPS CHARTERED RETIREMENT PLANS SPECIALIST |
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Description: | Educational services, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, and retirement investment;Color is not claimed as a feature of the mark.;CHARTERED RETIREMENT PLANS SPECIALIST; |
Category: | EDUCATIONAL SERVICES |
Brand: |
CSRIC |
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Description: | 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; |
Category: | EDUCATIONAL SERVICES |
Brand: |
CSRIC |
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Description: | Providing advisory services in the field of financial planning;The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to paraplanner services in the field of financial planning, which includes the financial planning process, cash management, insurance, investments, tax planning, retirement planning, and estate planning; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.; |
Category: | PROVIDING ADVISORY SERVICES |
Brand: |
CSRIC CHARTERED SOCIALLY RESPONSIBLE INVESTING COUNSELOR |
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Description: | Providing advisory services in the field of financial planning;The mark consists of a circle design with the left half depicting a globe and the right half depicting stick people holding hands. The stylized lettering CSRIC appears in large print across the middle of the circle with the wording CHARTERED appearing inside the first letter C. The stylized wording SOCIALLY RESPONSIBLE appears above the circle and INVESTING COUNSELOR appears below the circle.;Color is not claimed as a feature of the mark.;The mark, as used by authorized persons, indicates that the person displaying said mark has completed educational course work requirements of the certifier, said course requirements relating to socially responsible investing services in the field of financial planning, which includes the financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.;CHARTERED SOCIALLY RESPONSIBLE INVESTING COUNSELOR; |
Category: | PROVIDING ADVISORY SERVICES |
Brand: |
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL FPQP |
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Description: | Providing professional support services for financial planners in the field of financial planning;The mark consists of the letters FPQP below the words FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL all inside of a rectangle.;FINANCIAL PARA PLANNER QUALIFIED PROFESSIONAL FPQP;Color is not claimed as a feature of the mark.;The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to paraplanner services in the field of financial planning, which includes the financial planning process, cash management, insurance, investments, tax planning, retirement planning, and estate planning; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.;FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL; |
Category: | PROVIDING PROFESSIONAL SUPPORT SERVICES |
Brand: |
FPQP |
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Description: | 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; |
Category: | EDUCATIONAL SERVICES |
Brand: |
FPQP |
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Description: | Providing professional support services for financial planners in the field of financial planning;The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to paraplanner services in the field of financial planning, which includes the financial planning process, cash management, insurance, investments, tax planning, retirement planning, and estate planning; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.; |
Category: | PROVIDING PROFESSIONAL SUPPORT SERVICES |
Brand: |
FPQP FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL |
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Description: | Providing professional support services for financial planners in the field of financial planning;The mark consists of the letters FP above the letters QP, with the words FINANCIAL PARAPLANNER above the letters FP and the words QUALIFIED PROFESSIONAL below the letters QP, arranged in a rectangle.;Color is not claimed as a feature of the mark.;The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to paraplanner services in the field of financial planning, which includes the financial planning process, cash management, insurance, investments, tax planning, retirement planning, and estate planning; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.;FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL; |
Category: | PROVIDING PROFESSIONAL SUPPORT SERVICES |
Brand: |
MPAS |
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Description: | 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; |
Category: | EDUCATIONAL SERVICES |
Brand: |
MPAS MASTER PLANNER ADVANCED STUDIES |
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Description: | 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;The mark consists of the words MPAS Master Planner Advanced Studies, a set of angled lines, and a set of horizontal lines.;Color is not claimed as a feature of the mark.;MASTER PLANNER ADVANCED STUDIES; |
Category: | EDUCATIONAL SERVICES |
Brand: |
RP |
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Description: | Educational services, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, and retirement investment;RETIREMENT PLANS; |
Category: | EDUCATIONAL SERVICES |
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RP REGISTERED PARAPLANNER |
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Description: | Educational services, namely, providing courses and testing in the fields of retirement and financial planning, retirement plans, and retirement investment;As to RP;Color is not claimed as a feature of the mark.;REGISTERED PARAPLANNER; |
Category: | EDUCATIONAL SERVICES |
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SE-AWMA |
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Description: | 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; |
Category: | EDUCATIONAL SERVICES |
Brand: |
SE-AWMA |
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Description: | providing services 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;The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to services in the field of finance and financial planning, which includes asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.; |
Category: | PROVIDING SERVICES FIELDS |
Brand: |
SE-AWMA |
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Description: | 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;The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to services in the field of finance and financial planning, which includes asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.; |
Category: | PROVIDING FINANCIAL SERVICES |
Brand: |
SE-AWMA SPORTS & ENTERTAINMENT ACCREDITED WEALTH MANAGEMENT ADVISOR |
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Description: | 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;The mark consists of the wording SE-AWMA in all caps inside of a horizontal banner with a five-pointed sun coming out of the top of the banner and the wording SPORTS & ENTERTAINMENT arched above the sun and the wording ACCREDITED WEALTH MANAGEMENT ADVISOR printed horizontally underneath the banner.;SPORTS & ENTERTAINMENT AND ACCREDITED WEALTH MANAGEMENT ADVISOR; |
Category: | EDUCATIONAL SERVICES |
Brand: |
WMS WEALTH MANAGEMENT SPECIALIST |
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Description: | Educational services, namely, providing courses, seminars, and workshops in the field of wealth management and financial planning;The mark consists of two stylized triangles composed of six diagonal stripes, one above the term WMS and one upside down below the term WMS, all inside of a concentric circle containing the wording WEALTH MANAGEMENT SPECIALIST in an arch. The inner circle with the wording and triangles is shaded.;WEALTH MANAGEMENT SPECIALIST; |
Category: | EDUCATIONAL SERVICES |