DS/ISO 22222
Personal financial planning - Requirements for personal financial planners
| Organization: | DS |
| Publication Date: | 6 January 2006 |
| Status: | active |
| Page Count: | 38 |
| ICS Code (Finances. Banking. Monetary systems. Insurance): | 03.060 |
scope:
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.
Document History