Mission,Vision & Purpose

MISSION

We educate Our Advisors with Knowledge and Holistic Development by:

T – Transforming Advisors into Professionals and Prospects into Advocates

T – Technically disseminating Information

A – Advocating Ethical and Best practices

I – Inspiring and Informing

F – Focusing on Building Family Financial Strength

A – Alliances (with regulators, for the benefit of financial advisors and the Industry)

VISION

To be The Recognized Association for Professional Educational Development of Insurance and Financial Advisors for the benefit of the insurance industry and the citizenry of Trinidad and Tobago.

PURPOSE

“To Enrich T&T one family at a time by ensuring the long-term growth of our Industry”.

CORE VALUES

INTEGRITY

TO BE ABOVE BOARD IN OUR DEALINGS, TRANSPARENT AND TRUTHFUL

COLLABORATION

TO LISTEN AND REPRESENT THE COLLECTIVE VOICE OF OUR STAKEHOLDERS

IMPARTIALITY

TO TREAT ALL FAIRLY, EQUALLY AND WITHOUT BIASED

COMMITMENT

TO GO THE EXTRA MILE, BEYOND EXPECTATIONS AND FOLLOW THROUGH ON DECISIONS

SERVICE

TO DELIVER EFFICIENT, RELIABLE AND COURTEOUS SERVICE