BS ISO 22222:2005
Current
The latest, up-to-date edition.
Personal financial planning. Requirements for personal financial planners
Hardcopy , PDF
English
28-03-2006
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
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