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.
| CSA Group | |
|---|---|
| Product Category | Standards and Technical Documents |
| Product Number | ISO 22222:2005 |
| Product Name | Personal financial planning - Requirements for personal financial planners |
