To promote the progressive and innovative application of financial knowledge and skills in beneficial service to business, government, the academic community and society as a whole, observing the highest standards of competence and ethical behavior all times.

To be the leading national organization of finance professionals and practitioners dedicated to the advancement of financial knowledge and expertise.

“Transparency and Accountability” helps create trust among stakeholders, encourages more informed decision making, and supports greater participation among FINEX members. 

To promote transparency, FINEX needs to have clarity and consensus about what constitutes success for FINEX as an organization, and should foster open communication:

A. Internally, among all FINEX members and staff, and

B. Externally, to other stakeholders and the general public

“Integrity and Truth” means the possession of, and steadfast adherence to high ethical principles and professional standards. We as, FINEX

members, should always strive to be honest, ethical, and fair in everything we do. 

We should lead by example and focus on doing the right thing every time. We should accept responsibility and hold ourselves and each other accountable for our actions.

“Professional Excellence” means upholding the highest standards, competency, and distinction in our chosen profession. This involves a commitment of doing what is right, not only for our respective businesses, but for society as a whole. This is defined by how we deal with other FINEX members, our staff, and other stakeholders.

“Nationalism” as a core value means the feeling of oneness and pride, among FINEX members, in particular, and Filipinos, in general. 

We need to promote national pride in our abilities, resilience, culture, values, and traditions as a people.

“Social Responsiveness” involves what we do to uplift and promote the welfare and interests of the society in which our organization operates.

This core value dictates the programs and initiatives FINEX will pursue, and the advocacies FINEX will adopt and promote.