Provide the Best and Most Cost Effective Professional Services to Members through our Organizational Objects:

• To collectively represent CIFPs members on matters of common interest before governmental and regulatory bodies and any other organizations or persons.
• To support the advancement of the financial planning profession and promote high standards of professionalism, competency and ethical conduct among financial planning professionals.
• To provide Members and other persons to whom knowledge of financial planning will be beneficial, whether in connection with their business or personal activities, with opportunities to acquire and improve such knowledge.
• To research, develop and administer educational programs concerning financial planning and related matters, including programs intended to be offered by the corporation and programs intended to be offered by others.
• To develop facilities and techniques for the dissemination of non-partisan information to the general public relating to financial matters.
• To develop relationships with other institutes and associations carrying on activities in areas relevant to the work of the corporation, in order to foster a system of shared facilities, services and information.
• To provide overall policy direction to its chapters and any affiliated bodies.
• To co-ordinate relations among its chapters and affiliated bodies.
• To provide such benefits to its Members as deemed by the Board to be in the best interests of Members.