- To provide forums which develop and improve the professionalism of members in representing investment products and services.
- To increase members’ knowledge and understanding of the marketplace.
- To help members better understand the needs and requirements of their clients.
- To provide members with opportunities to develop and refine their sales and marketing skills.
- To keep members informed of key developments and changes which affect individual members and the industry as a whole.
- To raise awareness of the high ethical and professional standards expected of investment management sales and marketing executives.