永利app官方下载 Strategic Framework

永利app官方下载's mission is to provide networking opportunities, education, business development, and advocacy to promote the professional success of fee-only, comprehensive financial planners.

In furtherance of this mission, and to advance financial planning toward acceptance as a profession, 永利app官方下载 has developed a strategic framework. This framework is the backbone of all that we do, and guides our strategic and organizational decisions. Our strategic drivers and the initiatives we undertake in support of them will carry 永利app官方下载 into the future and fulfill our mission:

Advocacy

Advance public policy and partnerships that are consistent with 永利app官方下载’s mission and vision

  • Advance public policy at the Federal and state levels that serves the interests of fee-only, fiduciary financial planners and consumers
  • Strengthen consumer awareness of 永利app官方下载 and the benefits of engaging fee-only financial planning professionals

Competency

Create educational and developmental experiences that elevate practitioner competency

  • Curate educational experiences that elevate practitioner competency
  • Deliver relevant knowledge and insights to support practitioners’ career development

Community

Steward 永利app官方下载’s position as the leading association for fee-only financial planners

  • Create opportunities for members to engage in meaningful community experiences
  • Drive diversity, equity, and inclusion throughout the 永利app官方下载 community
  • Strengthen connectedness and communication within, to and from the 永利app官方下载 community