The Financial Planning sector is at its infancy stages in India & the awareness about Qualified Financial Planners is growing steadily. The Society is committed in spreading awareness among individuals of all strata of the society about the importance of financial planning.

In the years to follow The Society plans to develop an enviable niche in the financial planning industry as the premier association of qualified financial planners in India. The Society plans to create a professional home for its members enabling them to share their core values & beliefs & giving them an opportunity to expand their knowledge through networking activities.

The Society plans to harness talent & disseminate knowledge to members to build skill & networks amongst them & would encourage them to maintain ethical standards & integrity.

The Society plans to provide students’ an environment conducive to pursuit of knowledge & encourage them to achieve there potential & become "complete financial planners"

The Society is having its website (www.sofp.org.in) a premier source of information giving the latest news, circulars & notifications relevant for the growth of the financial planning profession & it intends to make it a complete knowledge hub providing an excellent source of information for the general public at large.

The Society plans to make the best use of information technology & other modes of communication to spread its message across.

In the near future, The Society plans to broaden its horizons & cross the national boundaries by having affiliations with various international societies & associations from all across the world, which are functioning in the field of financial planning & which follow the same guiding principles & objectives as that of The Society.

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