V i s i o n
To be the most reliable organization in serving wealth management industry through educating & developing its members.
M i s i o n
To support the wealth management profession by setting the highest quality of code of ethics and professional excellence.
V a l u e
* Excellence
* Integrity
* Strength of community & Cooperation
To be the most reliable organization in serving wealth management industry through educating & developing its members.
M i s i o n
To support the wealth management profession by setting the highest quality of code of ethics and professional excellence.
V a l u e
* Excellence
* Integrity
* Strength of community & Cooperation
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