Информация

  • Секретариат: DIN
    Секретариат:
    Mr Matthias Kritzler-Picht
  • Председатель:
    свободный
  • Менеджер ИСО по техническим программам :
    Mr Stefan Marinkovic
    Менеджер ИСО по редакционным программам :
    Mr David Reid
  • Дата создания : 2000

Область деятельности

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.

Быстрый поиск

1

Опубликованный стандарт *

находящиеся в компетенции ISO/TC 222

12

Полноправных членов

17

Наблюдатели

* число включает обновленную информацию

ISO/TC 222 - Секретариат

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

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