OUR NEW STRATEGIC PLAN: 2023 TO 2025
MISSION
To embed professionalism in financial services through enhanced, measurable, standards of conduct and competence.
PURPOSE
Develop and support a growing community of financial services professionals to realise their ambitions and advance their careers.
VISION
To be Australia and New Zealand’s leading financial services membership body, whose members make a significant contribution towards a better society for all.
STRATEGIC PILLARS AND KEY INITIATIVES
DELIVER LIFELONG LEARNING
• Deliver relevant and timely knowledge to all our members throughout their careers.
• Expand the range of knowledge events to cover all financial services sectors within the financial services ecosystem.
• Extend our knowledge events across technical and non-technical skills.
• Introduce new CPD framework and accreditation.
• Leverage practitioner-led learning opportunities.
GROW OUR COMMUNITY
• Better support and diversify our community of members in Australia and New Zealand.
• Deliver a stronger value proposition for membership.
• Gather deep insights into our members’ views.
• Boost member engagement and brand profile in New Zealand.
• Roll-out comprehensive Young Finance Professionals strategy.
• Establish a membership structure that is fit for the future.
ADVOCATE FOR PURPOSE
• Actively promote policy and regulation that supports a strong society underpinned by integrity and professional conduct.
• Enhance the quality and breadth of engagement with government and regulators.
• Lift awareness of FINSIA with key external stakeholders.
• Refresh the Code of Conduct applicable to all members.
• Actively promote the role of integrity and ethics in society.
CREATE CONNECTION AND BELONGING
• Facilitate connections and networks to enable our members to succeed.
• Expand the range of events delivered across Australia and New Zealand.
• Refresh the FINSIA Mentoring Program.
• Build deeper engagement across all Councils and Committees.
• Create opportunities to connect members with one another to forge relationships.
