Our mission is to provide networking, education, community and leadership for our members in order to advance the financial planning profession in accordance with the highest ethical and professional standards.
Who We Are:
Our members are financial planning practitioners who want to master the practice of financial planning, help to shape the future of the profession, and transform lives through the power of financial planning.
- Strive for personal and professional excellence.
- Connect for collaborative impact.
- Care for and support one another.
- Lead with power and purpose.
- Help shape the future of the profession.