What the Institute stands for

Ethics

The financial services industry is based upon trust. It is absolutely necessary therefore that the highest standards of conduct are maintained at all times.

Education

High levels of education, including Continuing Professional Development are the hallmark of a professional.

Responsibility

Financial services practitioners have a responsibility to their customers and colleagues to deal with them fairly at all times.

Professionalism

Financial services practitioners require to see themselves, as professionals and this will ensure that customers receive the highest standards of service and that the reputation of their employers is upheld.

Employability

The adoption and promotion of the first four values will ensure the future employability of practitioners.

Moving forward into the new millennium, the Institute will focus on its prime aim:
"To be the pre-eminent provider of professional qualifications for, and a key influencer in, the development of the financial services market."