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.