BS ISO 22222:2005

Foreword
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Process
  4.1 Personal financial planning process
  4.2 Establishing and defining the client and personal
      financial planner relationship
  4.3 Gathering client data and determining goals and
      expectations
  4.4 Analysing and evaluating the client's financial
      status
  4.5 Developing and presenting the financial plan
  4.6 Implementing the financial planning recommendations
  4.7 Monitoring the financial plan and the financial
      planning relationship
5 Ethics
  5.1 Professional behaviour
  5.2 Ethical principles
6 Competence
  6.1 General requirements for competence
  6.2 Specific requirements for competence
  6.3 Demonstration of initial competence
  6.4 Demonstration of continuing competence
7 Experience
  7.1 General
  7.2 Constitution of experience
  7.3 Experience requirements
8 Claiming conformity
  8.1 Presentation of claim
  8.2 Scope of claim
  8.3 Basis of claim
  8.4 Identification of the basis of claim
Annex A (informative) Scottish credit and qualifications
        framework level descriptors

Defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners.

This International Standard defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners.

This International Standard is applicable to all personal financial planners regardless of their employment status.

This International Standard describes and addresses the various methods of conformity assessment and specifies requirements applying to each of them.