TC 222
Personal financial planning - STANDBY
- Secretariat: DIN
- Secretary: Dr. Claudia Laabs
- Chairperson: Mr. Stuart Kessler (USA) until end 2007
- Creation date: 2000
- Work programme
(drafts and new work items of TC 222)
Scope:
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.
| Total number of published ISO standards related to the TC and its SCs: | 1 |
| Number of published ISO standards under the direct responsibility of TC 222: | 1 |
| Participating countries: | 15 |
| Observing countries: | 20 |
Subcommittees/Working Groups:
| Subcommittee/Working Group | Title |
|---|---|
| TC 222/WG 1 |
Definitions, process and practices - STANDBY The convener can be reached through the secretariat |
| TC 222/WG 2 |
Competencies - STANDBY The convener can be reached through the secretariat |
| TC 222/WG 3 |
Ethical requirements - STANDBY The convener can be reached through the secretariat |
| TC 222/WG 4 |
Financial planning experience requirement - STANDBY The convener can be reached through the secretariat |
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