The Birth of AAIFPA
Asian American Insurance & Financial Professional Association

Over the past two decades since 1986, California Insurance and Financial Professional Association (CAIFPA), AAIFPA's "Mother Organization" has grown from a small, local group to a national scale and well-known organization. CAIFPA's goal is to serve the Asian American insurance and financial professionals. Our vision has always been to expand our experiences and resources to other States, where members can further convey the messages back to their local Asican communities. In December, 2007, we have taken the first step to achieve this vision – the formal establishment or the "birth" of Asian American Insurance and Financial Professional Association, AAIFPA.

AAIFPA is the first insurance and financial professional membership organization in the Asian community nationwide.

The main objectives of AAIFPA are to provide the Asian American insurance and financial professionals with programs in the areas of educational activities, professional networking, and community involvements. We offer a platform to facilitate professional programs through local Chapters, and through affiliate organizations. The goal of AAIFPA is to play a vital role and to contribute to the future of the insurance and financial service industry.

AAIFPA is a nonprofit mutual benefit corporation organized under the California Nonprofit Mutual Benefit Corporation Law, within Section 501(c)(6) of the IRS Code.

Mission Statement

The Asian American Insurance and Financial Professional Association (AAIFPA) is a national non-profit organization, and our vision is to serve the Asian American's insurance and financial professionals nationally. We offer a platform to advance knowledge in insurance and financial planning professions, and to provide a network among members of asian descent through its federation of local chapters. Formally estabilished in 2007, AAIFPA is the first insurance and financial professional membership organization in and for the asian community nationwide.

The objectives of the organization are to:

1. Assist local chapters and cooperate with affiliated professional organizations, and to have a national platform to share ideas and experiences.
2. Advance professional knowledge and skills in insurance and financial service professions.
3. Increase public awareness and promote the cirtical role of insurance in a sound financial plan within the Asian American Community
4. Furnish as an alliance to safeguard the interests and professional image of members.
5. Promote educational activities and networking opportunities among members.
6. Advocate the highest degree of ethics and professionalism among members.

職業道德法規

1. 各地方會員應遵守一切美國以及他/她所在州的法律法規,AAIFPA內部章程以及職業道德法規,以及他/她所屬其他職業組織之職業道德法規所規定的所有行為準則。
2. 各地方會員對所有其他會員與非會員應一視同仁,禮貌尊重相待。
3. 各地方會員對不同保險與金融產品的意見必須客觀,避免任何誤導性表述。
4. 未經資訊來源方的特別授權批准,各地方會員不得透露任何保密資訊。
5. 各地方會員應協助提升公眾對於保險重要性及其在風險管理過程中有效運用的意識與認識。
6. 各地方會員應始終保持最高誠性與公正。
7. 各地方會員應以公平合理的方式提供專業服務,並在提供專業服務的過程中揭露任何可能發生的利益衝突。各地方會員在任何情況下不得私下進行任何交易。
8. 各地方會員應繼續維持並更新他/她的專業知識,技巧與能力,並盡力為他人提供最優質的服務。