We are the leading dedicated certification body in the UK for ISO 22222:2005 Personal financial planning – requirements for personal financial planners, BS 8577:2012 Framework for the provision of financial advice and planning services, BS 8453:2011 Compliance framework for regulated financial services firms and The Paraplanner Standard™
Should the thought of achieving one or more of these best practice standards get your operational taste buds tingling, then you will love our world-leading best practice certification programmes. We promise to challenge your thinking, raise your bar and provide you with the structure and framework to achieve global operational and financial planning excellence.
Tried and tested, the best practice certification process includes the key elements of training, gap analysis, document and process review, assessment and ongoing quality review.
Benefits are endless…
Those who embark on this amazing journey are rewarded with benefits in abundance, including:
slicker, more efficient, more effective internal and client-facing processes
recognition from their peers, professional connections and clients that business excellence is firmly at the heart of what they do
increased business and marketing generic of zovirax opportunities
a central feeling of a TEAM (Together Everyone Achieves More) culture, created by a single focus on achieving the highest possible standards in financial services