CTA Trademark Agent study plan
CTA Trademark Agent · Give each week a clear focus.
8 weeks · About 6 hours per week
Trademark fundamentals and sources of law & Application preparation and filing strategy
Map the Lanham Act sections that govern registration, opposition, and cancellation, and state in one sentence what each section controls
Distinguish the four categories of distinctiveness (generic, descriptive, suggestive, fanciful/arbitrary) and classify ten sample marks correctly
Identify the statutory bars to registration and sort each bar into absolute versus relative grounds
Draft a one-page filing checklist covering applicant identity, goods/services wording, basis of filing, and specimen requirements
Your checkpoint
A 15-item self-quiz on distinctiveness and statutory bars, scored and corrected, with a written note on every missed item
Trademark clearance and pre-filing searches
Build a clearance workflow that orders knockout, full federal, state, common-law, and domain searches by cost and risk
Interpret a sample search report by flagging confusingly similar marks and explaining the similarity rationale for each
Apply the DuPont-style likelihood-of-confusion factors to three hypothetical mark pairs and predict an outcome for each
Draft a client-facing clearance opinion letter template with a risk rating scale
Your checkpoint
A complete clearance opinion on a hypothetical mark, including search strategy, factor-by-factor analysis, and a risk conclusion
Application preparation and filing strategy
Select the correct filing basis (use in commerce versus intent to use) for five client scenarios and justify each choice
Classify goods and services into the correct Nice classes for ten examples, including coordinated class and cross-class scenarios
Draft identifications of goods and services that are specific enough to avoid a description-of-goods refusal
Compare Madrid Protocol versus direct national filing for an applicant expanding into three countries
Your checkpoint
A mock application package: filing basis memo, class list, drafted identifications, and specimen selection rationale
Prosecution and examination procedure & Office actions and responses
Sequence the examination timeline from filing through publication, naming each office action type and its response deadline
Diagnose the five most common refusals (descriptiveness, likelihood of confusion, specimen, disclaimer, mere surname) from short fact patterns
Draft a response to a descriptiveness refusal using evidence of acquired distinctiveness
Draft a response to a likelihood-of-confusion refusal that argues against similarity of marks and goods
Your checkpoint
Two complete office action responses (one descriptiveness, one likelihood of confusion) with supporting evidence lists
Office actions and responses & Publication, opposition, and cancellation proceedings
Identify which issues can be cured by amendment versus which require a petition or appeal to the Trademark Trial and Appeal Board
Outline the opposition timeline from publication through notice, answer, discovery, and trial
Explain the grounds for opposition and for cancellation, distinguishing cancellation within five years from cancellation on any ground
Draft a notice of opposition skeleton with standing allegations and pleaded grounds
Your checkpoint
A notice of opposition draft plus a one-page comparison of opposition versus cancellation procedure
Publication, opposition, and cancellation proceedings & Post-registration maintenance and renewals
List the post-registration maintenance deadlines (Section 8, Section 9, Section 15) and calculate them for three sample registration dates
Explain the consequences of missing a maintenance deadline and the available cure mechanisms
Describe the cancellation grounds available against a registration and how incontestability under Section 15 changes them
Build a docketing calendar template that flags every maintenance deadline for a portfolio
Your checkpoint
A docket calendar for a five-registration hypothetical portfolio with every deadline dated and labeled
Trademark enforcement, infringement, and remedies
Apply the likelihood-of-confusion test to three infringement fact patterns and predict outcomes
Distinguish trademark infringement, dilution, and cybersquatting claims and identify which remedies attach to each
Outline the elements of a cease-and-desist letter and draft one for a hypothetical client
Explain available remedies (injunction, damages, profits, statutory damages) and the prerequisites for each
Your checkpoint
A cease-and-desist letter plus a remedies memo matching each claim to its available relief
Ethics, professional responsibility, and client representation & Trademark fundamentals and sources of law & Trademark clearance and pre-filing searches & Application preparation and filing strategy & Prosecution and examination procedure & Office actions and responses & Publication, opposition, and cancellation proceedings & Post-registration maintenance and renewals & Trademark enforcement, infringement, and remedies
Apply the rules of professional conduct to three scenarios involving conflicts, confidentiality, and candor to the office
Identify the scope of representation and the duty to communicate in a trademark prosecution engagement
Complete a timed 60-question mixed-domain practice exam and score it
Review every missed practice-exam item and write a corrective note for each
Your checkpoint
A scored practice exam with a written error log covering every missed question and the domain it maps to
Milestones
Week 2: Score at least 80% on the week 1 distinctiveness and statutory-bars quiz and produce a clearance opinion that applies all likelihood-of-confusion factors to a hypothetical mark
Week 4: Draft two office action responses that each cite the governing refusal ground, propose a cure, and include at least one piece of supporting evidence
Week 6: Produce a docket calendar for five registrations with every Section 8, 9, and 15 deadline correctly calculated and no missed dates
Week 8: Score at least 75% on the timed 60-question mixed-domain practice exam with an error log that names the domain for every missed item