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ISO 22222:2005

Personal financial planning — Requirements for personal financial planners ISO 22222:2005

Publication date:   Dec 16, 2005

General information

90.93 Standard confirmed   Mar 27, 2023

ISO

ISO/TC 222 Personal financial planning

International Standard

03.060   Finances. Banking. Monetary systems. Insurance

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Scope

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.

Life cycle

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ISO/DIS 22222-1

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ISO/DIS 22222-2

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ISO/DIS 22222-4

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ISO/DIS 22222-3

NOW

PUBLISHED
ISO 22222:2005
90.93 Standard confirmed
Mar 27, 2023