Table of Content

• Visions
• Vision [1]


• Missions
• Mission [1]


• Values
• Value [1] Competency
• Value [2] Comprehensive
• Value [3] Compensation
• Value [4] Client-Centered
• Value [5] Complete Disclosure


• Goals
• 1: Organizational Structure
• 1.1: National and Regional Structure
• 1.2: Other Governance Issues
• 2: Professional Appeal
• 2.1: Educational Offerings
• 2.2: Brand Development
• 2.3: Communications
• 2.4: Membership Growth
• 2.5: Member Involvement
• 2.6: Awareness
• 3: Consumer Appeal
• 3.1: Brand Relevance
• 3.2: Brand Management
• 3.3: Consumer Rights Task Force and Coalitions
• 3.4: NCEF
• 3.5: Membership Requirements
• 4: Financial Alignment with Mission
• 4.1: Sponsorship
• 4.2: Transparency and Access