Standards of Excellence. The Society is dedicated to set and promote standards of excellence for professionals in the financial service industry and ensures that all members abide by its Code of Professional Responsibility.
Quality of Advice. The Society’s members are committed to delivering appropriate, high-quality advice and services to clients.
Effective Representation. The Society represents its members and contributes to the development of the financial planning profession in Singapore.
Continuing Education. The Society advocates and contributes to continuing education that is comprehensive, current and practical.
Networking Platform. The Society creates a professional “home” for its members, enabling them to share core values and beliefs and giving them the opportunity to grow their business and expand their experience through networking activities.