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OUR AFFILIATIONS

Million Dollar Round Table

The Million Dollar Round Table (MDRT) is The Premier Association of Financial Professionals.®

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client servicing while maintaining a culture of high ethical standards.

The challenge to attain and maintain membership in MDRT is really an open invitation to all Professionals in Financial Services. The Million Dollar Round Table fills a special requirement sought by the many who join its ranks. That special requirement is sales and service excellence!

MDRT membership is a coveted career milestone. It indicates achievement and brings deserved recognition for the individual. For many, MDRT opens the door to a new world of knowledge, motivation and professionalism.

The Chartered Insurance Institute

The Chartered Insurance Institute (CII) is the premier Professional organisation for those working in the insurance and financial services industry. It is dedicated to promoting higher standards of competence and integrity through the provision of relevant qualifications for employees at all levels and across all sectors of the industry.

Success in CII qualifications is universally recognised as a sign of commitment and professionalism.

Award in Financial Planning (AFP) developed by CII provides a solid grounding in the core financial and life assurance principles to advisors. It also offers guidance on sound professional practice, thereby providing a framework for ethical behavior. CII qualifications are recognized by the financial services industry worldwide as evidence of commitment, knowledge and understanding. They underpin technical learning and understanding which enable them to offer professional service to their clients.

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