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).