Association and membership services being the provision of training and education in relationto taxation and financial planning; training and education in relation to taxation and financial planning; professional development and training through seminars, workshops, conferences and publications; arranging and conducting seminars, workshops and conferences; providing certification and accreditation education services

Establishing and administering professional practice guidelines and ethical standards; accreditation for standards; certification for standards and information services relating to standards; taxation and financial planning certification and accreditation services; association services being the certification or accreditation of members or their services; post nominal accreditation and certification