ISO 22222 Certification

ISO 22222:2005 Personal Financial Planning requirements for personal financial planners has been created with the objective of achieving and promoting consumer confidence by providing an internationally agreed benchmark for a high global standard of personal financial advice.

This standard specifies requirements and provides a framework that applies to the ethical behaviour, competencies and experience of a professional personal financial planner regardless of their employment status. The core six steps of the personal financial planning process are:

To support the high level benchmark of best practice sits the requirements of:

By adhering to the requirements of ISO 22222, personal financial planners are able to demonstrate commitment and dedication to continual improvement and ensure that client satisfaction is at the core of the business culture.

Benefits of ISO 22222

The key benefits of achieving certification are:

In addition to the benefits awarded to the financial planners, the consumer also benefits from dealing with financial planners that have achieved the ISO award; we believe these are as follows: