About

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.

Quick links

1

published ISO standards *

under the direct responsibility of ISO/TC 222

12

Participating countries

17

Observing countries

* number includes updates

ISO/TC 222 - Secretariat

DIN Germany
DIN Deutsches Institut für Normung e.V.
Am DIN-Platz
Burggrafenstrasse 6
D-10787 Berlin
Germany

Tel: +49 30 26 01-0
Fax: +49 30 26 01 12 31

Secretariat direct:
Mr Matthias Kritzler-Picht
Tel: +49 30 2601-2809
Fax: +49 30 2601-42809