Primer on Intellectual Property: What Every Financial Professional Needs to Know (Currently Unavailable)

Author: Paul C. Jorgensen

Increasingly, financial professionals counsel clients have valuable, but intangible, intellectual property assets. These assets, such as patents, trademarks or copyrights, can add significantly to a client's bottom line, but each behaves and is valued very differently.

To help clients maximize and protect their intellectual properties (IP), financial professionals need a strong working knowledge of each IP type and function, as well as the origins of each IP's value and how to help measure that value.

Publication Date: June 2014

Topics Covered

• Becoming IP Conversant: Knowing the key characteristics, purposes and differences between: Patents, Trade names, Trademarks, Domain names, Trade dress, Copyrights, Trade secrets
• Recognizing How IP Becomes Valuable (Using, Registering, Controlling Quality, Licensing, Defending)
• Valuing IP: Knowing how when you assess affects IP value and Reviewing Valuation Methods

Learning Objectives

• Distinguish between the different forms of intellectual property and understand how each functions.
• Recognize the source of each IP's value and review how that value begins and is protected.
• Identify the various methods of IP valuation, when those methods are used and how they produce different results.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Business Law (2 hours)

Program Prerequisites
None

Advance Preparation
None