ISO/TC 222 - Personal financial planning
Standardization in the field of personal financial planning, including standardization of the certification of practitioners based upon elements of education, examination, experience and ethical conduct, and standardization of the personal financial planning process which typically includes, but is not limited to, the six elements of establishing and defining the client/planner relationship, gathering client data including goals, analyzing and evaluating the client's financial status, developing and presenting financial planning recommendations and/or alternatives, implementing the financial planning recommendations and monitoring the financial planning recommendations.
Personal financial planning
Standardization in the field of personal financial planning, including standardization of the certification of practitioners based upon elements of education, examination, experience and ethical conduct, and standardization of the personal financial planning process which typically includes, but is not limited to, the six elements of establishing and defining the client/planner relationship, gathering client data including goals, analyzing and evaluating the client's financial status, developing and presenting financial planning recommendations and/or alternatives, implementing the financial planning recommendations and monitoring the financial planning recommendations.
General Information
ISO 22222:2005 defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners. ISO 22222:2005 is applicable to all personal financial planners regardless of their employment status. ISO 22222:2005 describes and addresses the various methods of conformity assessment and specifies requirements applying to each of them.
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