Master the principles of Personal Financial Planning (PFP) based on ISO 22222

ISO 22222 Lead Personal Finance Manager

Why should you attend?

ISO 22222 Lead Personal Finance Manager training enables you to acquire the expertise to support clients in successfully achieving their financial goals. During this training course, you will also gain comprehensive knowledge of the best practices and ethical principles of Personal Financial Planning (PFP) and be able to effectively use them to manage a client’s personal finances by adopting the PFP process based on ISO 22222.

After mastering all the necessary concepts of Personal Financial Planning, you can sit for the exam and apply for a Certified ISO 22222 Lead Personal Finance Manager credential. By holding a Certificate, you will be able to demonstrate that you have the specialized experience and skills to effectively manage a Personal Financial Planning process.

Who should attend?

  • Managers or financial planners seeking to master their skills in providing distinguished financial services
  • Financial planners seeking to support clients in planning and managing their finances
  • Financial advisors responsible for Personal Financial Planning (PFP)
  • Expert advisors involved in financial planning processes

Learning objectives

  • Master the ethical principles of ISO 22222, the benefits they entail and learn how to use them in managing a client’s finances
  • Master the ISO 22222 process and learn how to incorporate it in financial services
  • Learn how to interpret the ISO 22222 requirements in the specific context of Personal Financial Planning
  • Develop the expertise to provide personal financial planning services to clients
  • Learn how to effectively implement, manage and monitor Personal Financial Planning processes

Educational approach

  • This training is based on both theory and best practices used in Personal Financial Planning (PFP)
  • Lecture sessions are illustrated with examples, exercises and quizzes
  • Practical exercises include role playing and discussions
  • Practice tests are similar to the Certification Exam

Prerequisites

A fundamental understanding of ISO 22222 and comprehensive knowledge of Personal Financial Planning (PFP).

Course agenda

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

Day 2: Gather and analyze phases of the Personal Financial Planning (PFP) process

Day 3: Develop, implement and monitor phases of the Personal Financial Planning (PFP) process

Day 4: Ethics, competence, experience and conformity to ISO 22222

Day 5: Certification Exam

Examination

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

Domain 1: Personal Financial Planning fundamentals

Domain 2: Establishing and defining the client and PFP relationship

Domain 3: Gathering client data and determining goals and expectations

Domain 4: Analyzing and evaluating the client’s financial status

Domain 5: Developing and presenting the financial plan

Domain 6: Implementing recommendations and monitoring the financial plan

Domain 7: Ethics, competency, experience and claiming conformity

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

Certification

After successfully completing the exam, you can apply for the credentials shown on the table below. You will receive a certificate once you comply with all the requirements related to the selected credential.

For more information about ISO 22222 certifications and the certification process, please refer to the Certification Rules and Policies.

The requirements for Manager Certifications are:

Credential

Exam

Professional experience

PFPMS project experience

Other requirements

Certified ISO 22222 Provisional Personal Finance Manager

Certified ISO 22222 Lead Personal Finance Manager Exam or equivalent

None

None

Signing the Code of Ethics

Certified ISO 22222 Personal Finance Manager

Certified ISO 22222 Lead Personal Finance Manager Exam or equivalent

Two years: One year of work experience in Environmental Management

Project activities: a total of 200 hours

Signing the Code of Ethics

Certified ISO 22222 Lead Personal Finance Manager

Certified ISO 22222 Lead Personal Finance Manager Exam or equivalent

Five years: Two years of work experience in Environmental Management

Project activities: a total of 300 hours

Signing the Code of Ethics

Certified ISO 22222 Senior Lead Personal Finance Manager

Certified ISO 22222 Lead Personal Finance Manager Exam or equivalent

Ten years: Seven years of work experience in Environmental Management

Project activities: a total of 1000 hours

Signing the Code of Ethics

To be considered valid, the Personal Financial Planning activities should follow best management practices and include the following:

  1. Gather the necessary data
  2. Determine the goals, expectations and objectives
  3. Analyze the client’s financial status
  4. Develop a comprehensive financial plan
  5. Encourage professional and ethical behavior in financial planning
  6. Implement the financial plan
  7. Monitor the financial plan

General Information

  • Certification fees are included on the exam price
  • Training material containing over 450 pages of information and practical examples will be distributed
  • A participation certificate of 31 CPD (Continuing Professional Development) credits will be issued
  • In case of exam failure, you retake the exam within 12 months for free