Purpose & Activities

[1] Purpose

  • 1. 

    To enlighten and promote financial planning to the general public;

  • 2. 

    To foster financial planners as financial planning professionals;

[2] Activities

  • 1. 

    To enlighten and promote financial planning knowledge;

  • 2. 

    To conduct surveys, research, and provide information related to financial planning;

  • 3. 

    To publish financial planning related publications;

  • 4. 

    To communicate and network with financial planning-related domestic and foreign organizations;

  • 5. 

    To foster financial planners and conduct and administer certification examinations for financial planners.

TOP