The freedom (and the desire) to choose, based on responsibility and understanding of the framework of abilities and economic possibilities at any given moment.
- Individual- An individual who has the capabilities to: manage their own finances, search for and evaluate information in order to make wise financial decisions, and define, plan and execute goals – are able to achieve their life goals more effectively.
- Organizational- The organization should manage its resources efficiently and effectively using business models that provide value to all the stakeholders involved in the business (including employees, suppliers, communities, etc.).
- Society- Expanding circles of influence through collaborations and delivering the knowledge and tools needed to address today's financial challenges.