Become acquainted with the best practices of Personal Financial Planning (PFP) based on ISO 22222

ISO 22222 Foundation

Why should you attend?

ISO 22222 Foundation training enables you to learn the best practices of Personal Financial Planning (PFP). During this training course, you will be able to understand the key principles and requirements of Personal Financial Planning.

After completing this course, you can sit for the exam and apply for a Certified ISO 22222 Foundation credential. A Foundation Certificate shows that you have understood the fundamental processes, recommended principles and requirements.

Who should attend?

  • Individuals involved in Personal Financial Planning
  • Individuals seeking to gain knowledge about the main processes of Personal Financial Planning (PFP)
  • Individuals interested to pursue a career in Personal Financial Planning

Learning objectives

  • Understand the basic concepts and processes of Personal Financial Planning
  • Acknowledge the principles of Personal Financial Planning (PFP)
  • Understand the principles, requirements and techniques used in Personal Financial Planning processes

Educational approach

  • Lecture sessions are illustrated with practical questions and examples
  • Practical exercises include examples and discussions
  • Practice tests are similar to the Certification Exam

Prerequisites

None

Course agenda

Day 1: Introduction to ISO 22222 and the Personal Financial Planning (PFP) process

Day 2: Ethics, competence, experience and conformity to ISO 22222 and Certification Exam

Examination

The Certified ISO 22222 Foundation exam fully meets the requirements of the Examination and Certification Programme (ECP). The exam covers the following competency domains:

Domain 1: Fundamental principles and practices of Personal Financial Planning (PFP)

Domain 2: Personal Financial Planning processes

For more information about the exam details, please visit Examination Rules and Policies. 

Certification

Upon the successful completion of the exam, you can apply for the credential shown on the table below. For more information about ISO 22222 certifications and the certification process, please refer to the Certification Rules and Policies.

The requirements for the Foundation Certification are:

Credential

Exam

Professional experience

PFPMS project experience

Other requirements

Certified ISO 22222 Foundation

Certified ISO 22222 Foundation exam or equivalent

None

None

Signing the Code of Ethics

General Information

  • Certification fees are included on the exam price
  • Training material containing over 200 pages of information and practical examples will be distributed
  • A participation certificate of 14 CPD (Continuing Professional Development) credits will be issued
  • In case of exam failure, you can retake the exam within 12 months for free