ISO-22222 Personal financial planning - Requirements for personal financial planners

ISO-22222 - 1ST EDITION - CURRENT


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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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03.060 (Finances. Banking. Monetary systems. Insurance Including personal financial planning Information technology applications in banking, see 35.240.40)

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Document Number

ISO 22222:2005

Revision Level

1ST EDITION

Status

Current

Publication Date

Dec. 15, 2005

Committee Number

ISO/TC 222