Vision & Missions

Vision

The leading organization in Hong Kong for advancing professional financial planning standards and promoting the importance of financial planning

Missions

Mission 1:
To lead the development, promotion and enforcement of professional standards in financial planning industry

Mission 2:
To raise professional standards of financial planners through internationally-recognized certification such as CFP^® Certification, AFP^® Certification

Mission 3:
To increase all external stakeholders' awareness of the importance of financial planning and advice from a financial planning professional

Mission 4:
To influence corporate industry leaders to uphold high standards in financial planning industry