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DS/ISO 22222

Personal financial planning - Requirements for personal financial planners

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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

DS/ISO 22222
January 6, 2006
Personal financial planning - Requirements for personal financial planners
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...
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