Vision
The leading organization in Hong Kong for advancing professional financial planning standards and promoting the importance of financial planning

Missions 
Mission 1: 
To lead the development, promotion and enforcement of professional standards in financial planning industry

Mission 2:
To raise professional standards of financial planners through internationally-recognized certification

Mission 3: 
To increase all external stakeholders' awareness of the importance of financial planning and advice from a financial planning professional

Mission 4: 
To influence corporate industry leaders to uphold high standards in financial planning industry