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.
A fundamental understanding of ISO 22222 and comprehensive knowledge of Personal Financial Planning (PFP).
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
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
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:
Address: Via Luigi Lilio, 62 00142 Roma RM, Italy
B Line Underground - Laurentina station
email: info@sscsrl.com
PEC: sscsrl@pec.sscsrl.com
Phone: +39 0683986447
You will always be updated on news
and courses of our company
You will always be updated on news and courses of our company
