Become a financial buy zovirax cream cheap planner of the future with BS ISO 22222:2005 – the only international quality standard for personal financial planners
Whether you are an independent financial adviser or planner or work for a financial institution providing personal finance services, it’s important to keep up to date with the latest global best practice standards.
BS ISO 22222:2005 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:
- establishing and defining the client and personal financial planner relationship
- gathering client data and determining goals and expectations
- analysing and evaluating the client’s financial status
- developing and presenting the financial plan
- implementing the financial planning recommendations
- monitoring the financial plan and the financial planning relationship.
The high-level benchmark of best practice is supported by the requirements of:
- ethical behaviour and financial planning
- information security, client confidentiality and data protection
- risk management
- continual improvement.
By adhering to the requirements of BS ISO 22222: 2005, personal financial planners are able to demonstrate commitment and dedication to continual improvement and make sure that their clients’ needs truly are at the heart of what they do.
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Click here today to find out more about how certification to ISO 22222 can benefit you.
“I would recommend attaining this internationally recognised award to stand out from the crowd.” – Darron Whitehead, Utopia Group