ISO 22222 is an international standard which aims at increasing client confidence by providing an internationally agreed benchmark for high quality personal financial planning services. The standard outlines the requirements by providing a framework which applies to the ethical behavior, competences, and experience of personal financial planners, regardless of their employment status.
Personal financial planning will help individuals to enhance the transparency and efficiency of the personal financial planning process. By following the requirements of ISO 22222, personal financial planners will be able to demonstrate their dedication and commitment towards helping their clients increase effectivity and efficiency. By adopting ISO 22222, you will be able to demonstrate that you have the necessary skills and knowledge to provide effective financial recommendations to your clients. This can be perceived as an indication that the firm you work for is placing the customers at the core of their business culture.
By becoming ISO 22222 certified, you will be able to:
If you are working towards your ISO 22222 certification and need more help, the steps have never been easier. We have the proper resources to facilitate your journey towards becoming ISO 22222 certified.
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