ISO 22222:2005 PDF

Name: ISO 22222:2005 — Personal financial planning — Requirements for personal financial planners
SKU: ISO 22222:2005
Price: 25 EUR
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Personal financial planning — Requirements for personal financial planners

Название (английский):

ISO 22222:2005

Personal financial planning — Requirements for personal financial planners

Статус документа:: Действующий
Формат:: Электронный (PDF)
Количество страниц:: 28
Дата публикации:: 16 декабря 2005 г.
Издание:: ISO IS 22222 edition 1 version 1
ICS:: 03.060

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Описание (английский):

ISO 22222:2005 defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners. ISO 22222:2005 is applicable to all personal financial planners regardless of their employment status. ISO 22222:2005 describes and addresses the various methods of conformity assessment and specifies requirements applying to each of them.

Abstract

Похожие стандарты

Стандарты, упомянутые в описании

Overview

ISO 22222:2005 - Personal financial planning - Requirements for personal financial planners - defines a global benchmark for delivering professional personal financial planning services. The standard specifies the personal financial planning process, required ethical behaviour, competence and experience criteria for individual financial planners and explains acceptable conformity assessment methods. ISO 22222 applies to all personal financial planners regardless of employment status and emphasizes consumer protection through reliable certification.

Key topics and requirements

Personal financial planning process - A six-step, repeatable process covering:

establishing the client–planner relationship,
gathering client data and goals,
analysing and evaluating financial status,
developing and presenting a financial plan,
implementing recommendations,
monitoring the plan and relationship.

Client engagement and disclosure - Planners must provide written information at engagement start: scope of service, qualifications/experience and how conformity with ISO 22222 was demonstrated (independent certification, other-party or self-assessment), including country-specific testing details.

Terms of engagement - Written terms must disclose remuneration basis, known conflicts of interest, deliverables/timeframes, agreement duration, contact frequency and confidentiality provisions.

Data protection and record keeping - Confidentiality of client information is required; client files (electronic or hard copy) must be kept for the period required by local law or, if none, five years from engagement/termination.

Ethics, competence and experience - The standard sets out professional behaviour expectations, general and specific competence requirements, and rules for demonstrating initial and continuing competence. Experience is defined as applied knowledge/skills; a “year” equals 12 months full-time or part‑time equivalent.

Conformity assessment - ISO 22222 describes methods (independent third‑party certification, other‑party assessment, self‑assessment) and recommends third‑party certification accredited to ISO/IEC 17024 for the strongest consumer protection.

Applications and who uses it

Personal financial planners seeking to align practice with international best practices and demonstrate competence to clients.

Certification bodies creating certification schemes for individual financial planners.

Financial services firms and employers that hire or credential planners and want consistent competence/ethics criteria.

Regulators, consumer groups and professional associations using the standard as a benchmark for consumer protection, credential recognition and professional education frameworks.

Related standards

ISO/IEC 17024 - Conformity assessment: general requirements for bodies certifying persons (recommended accreditation for third‑party certification)

ISO/IEC 17000 - Conformity assessment vocabulary and principles

ISO/IEC 17050 - Supplier’s declaration of conformity

Keywords: ISO 22222, personal financial planning, financial planner certification, ethical behaviour, competence requirements, conformity assessment, ISO/IEC 17024, client confidentiality.

ISO 22222:2005 PDF

Abstract

Похожие стандарты

Overview

Key topics and requirements

Applications and who uses it

Related standards

Технические детали

BS 9222:2007

Personal financial planning. Guidance on the application of BS ISO 22222 and assessment of compliance

EN ISO/IEC 17024:2026

Conformity assessment - General requirements for bodies operating certification of persons (ISO/IEC 17024:202…

SIST EN ISO/IEC 17000:2020

Conformity assessment - Vocabulary and general principles (ISO/IEC 17000:2020, Corrected version 2020-12)

EN ISO/IEC 17050-1:2004

Conformity assessment - Supplier's declaration of conformity - Part 1: General requirements (ISO/IEC 17050-1:…