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| Vision |
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| To be recognized as the premier professional body to represent the highest standard of excellence in the competency of financial planning that benefit the public. |
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| Mission |
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- To promote the profession of financial planning by setting standard of excellence in the competency and practice of financial planning, for those financial planners who aspire to achieve such excellence.
- To promote the IARFP certification as the highest standard for financial planning.
- To represent the top financial planning，and wealth management practitioners in the financial planning industry in the world.
- To provide the premiere forum to encourage the development and exchange of advanced financial planning knowledge amongst our members.
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