Secretary: Mr Matthias Kritzler-Picht
ISO Central Secretariat contact: Mr Stefan Marinkovic
ISO Editorial Programme Manager: Mr. Brian Stanton
Creation date: 2000
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.
ISO/TC 222 - Secretariat
DIN Deutsches Institut für Normung e.V.
Tel: +49 30 26 01-0
Fax: +49 30 26 01 12 31
Tel: +49 30 2601-2809
Fax: +49 30 2601-42809
Liaison Committee to ISO/TC 222
The below committees may see the documents of ISO/TC 222 :
Liaison Committee from ISO/TC 222
ISO/TC 222 can access the documents of the below committees :
No meetings currently scheduled