Ethics

Question 1

What is included in the Preamble to the Code

Answer 1

PURPOSE
MISSION
Values

Question 2

What is the Mission of the Institute

Answer 2

The Institute’s mission is to deliver premier investment consulting and wealth management
credentials and world-class education.
This mission enhances quality service to the public through development and promotion of
high standards and best practices for the investment and wealth management disciplines
and advocating their use in the organizations and teams with whom Institute professionals
are affiliated.