Vision: To foster the future of the South African society and the financial services sector and to facilitate and / or enable greater financial capability, economic participation, financial inclusion, financial resilience and financial well-being of particularly the poor, the most vulnerable and the previously disadvantaged.

Mission: To implement effective, efficient, objective, relevant and targeted consumer financial education and retirement fund trustee education initiatives on behalf of the financial services sector in South Africa that have a significant and sustainable impact on the South African society.