Our mission is to enhance the success of our members by promoting the highest standards of ethics, education and professional excellence.

Our primary service areas are:
Ethics & Advocacy – Leading the investment industry forward with courage by taking an active role to advocate for higher ethical standards.

Professional Growth – Helping our members stay current in a continuously evolving profession by offering educational programs.

Career Development – Offering tools and resources to gain an edge and stand out at every step of their careers.