ISO 22222:2005 Preview
Personal financial planning -- Requirements for personal financial planners
This standard was last reviewed and confirmed in 2017. Therefore this version remains current.
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.