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Objectives |
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To unite all
members together and try to
increase feelings of equality,
brotherhood ness, national
integrity and friendship.
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To spread
education and its concerning
activities in the field of
financial planners in all its
branches, to increase knowledge
of Financial Planners, as well
as' their professional interest
for achieving welfare and
development of common people who
desires to seek guidance and
advice.
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To better
equip financial planners to
enable them to discharge their
obligations towards advancement
or promotion to trade commerce &
industry thereby leading to
economic prosperity for the
benefit of entire community. To
attend to all types of work
obligations, to raise the
standard of Financial Planners
in the society to a very high
level and to make all kinds of
efforts for the welfare of these
planners.
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To set
up/establish schools,
institutions in the field of
Financial Planning to give wide
level knowledge and to arrange
welfare programs ,exhibitions to
reach specific goal and try to
make country rich in that
respect.
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To co-operate
and maintain for the benefit of
the members of society
constructive liaison with all
organizations interested in the
profession of personal financial
planning such as Financial
Planning Standards Board, India
and other countries and various
institution, schools, branches,
chambers of commerce and
Industries and other Trade
Associations.
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To submit
views or make representation
before government and other
authorities, Committees,
Commissioner or other concerned
bodies on any subject affecting
financial planners or any other
matter covered under the objects
of the society and to promote or
assist the promotion of any
legislation or regulation which
may appear to be in the interest
of the 'members of the society
and to suggest improvement in
the law affecting the
profession. To disseminate
useful knowledge regarding
functions duties and
responsibilities of financial
planners for the guidance of
members.
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To arrange
lectures conferences, social
functions for meeting with a
view to promote personal
contacts amongst the members. To
publish Journals, relating to
financial planning profession.
To print publish circulars,
periodicals, books, leaflets and
to distribute the same. To
undertake Research programmes in
this respect. To solve all types
of problem in field of Financial
Planning.
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To grant
necessary help to all people
affected by natural calamities
such as earthquakes, famine
tempest, storms blood, tsunami
etc..
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To do all
such other things that may be
necessary for or incidentally or
conducive to the aims and
objects of the society or allied
thereto.
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