Prerequisites for certification to ISO 22222

ISO 22222 certification is not available to just anyone. Before distinguishing yourself from the competition, we need to make sure that you meet all the minimum requirements to qualify.

 

Qualifications

  • Hold an appropriate qualification that assesses financial planning knowledge at an advanced level (Level 4).

 

Experience

  • Three years’ experience in each of the six steps of the personal financial planning process, or
  • Two years’ experience in each of the six steps of the personal financial planning process, plus one of the following:
  •   two years of supporting activities, in a personal financial planning environment, related to the practical application of any of the six steps of the personal financial planning process, or
  •   two years of teaching or training in the personal financial planning process, or
  •   two years of activities related to personal financial planning undertaken within an affiliated profession, or
  •   five years of other suitable activities which are relevant to any of the competencies required in the six steps of the personal financial planning process, or
  • a recognised college or university degree in financial planning or a related discipline that is assessed at least at a bachelors degree level.