ISO 22222

Putting relationships at the heart of financial planning…

The only international quality standard for providing personal financial planning, ISO 22222 Personal Financial Planning – requirements for personal financial planners is the global benchmark for professional excellence.

 

ISO 22222 increases consumer confidence by providing a recognised framework for best practice.

 

Understanding, implementing and adhering to this international standard of excellence will increase your professionalism by demonstrating how the application of your expertise creates the best outcomes for your clients.

Certification encompasses:

 

  • Personal behaviours
  • Operational and financial management
  • Competence and experience
  • Compliance
  • The personal financial planning process
  • Ethical principles and ethical financial planning
  • Information security
  • Client feedback
  • Ongoing continual improvement

Certification to ISO 22222 can be delivered via membership to The Standards International Academy™ or standalone. Details of fees can be found here (contact us directly to explore multiple membership applications and/or international applications). To check that you meet our minimum eligibility criteria, review the list of pre-requisites here and you can purchase your copy of ISO 22222 in our online shop.

 

Don’t just take our word for it, here’s some feedback from our certified community:

 

“For me, it’s an endorsement that clients like. It’s a third-party assessment of our processes and gives comfort we aren’t going to leave anything uncovered.”

Andrew Reeves, The Investment Coach Ltd

 

“This is the most valuable process I have gone through and provides a top quality, external insight as to what we are doing.”

-David McCabe, Five Point Consulting

Download a flyer outlining the ISO 22222 certification journey.

Question? Watch our video answering some common ISO 22222 FAQs.

Apply online to start your ISO 22222 certification journey.

Search our online directory of certified clients.