UNI/TR 11403 : 2011
Current
The latest, up-to-date edition.
GUIDELINES FOR SELECTION OF A PERSONAL FINANCIAL PLANNER FORESEEN BY UNI ISO 22222:2008
03-02-2011
INTRODUZIONE
1 SCOPO E CAMPO D'APPLICAZIONE
2 RIFERIMENTI NORMATIVI
3 TERMINI E DEFINIZIONI
4 LA SCELTA DEL PIANIFICATORE FINANZIARIO, ECONOMICO E
PATRIMONIALE: LINEE GUIDA
5 IL PERCORSO DI SCELTA DEL PIANIFICATORE
6 LA PREPARAZIONE DELL'INCONTRO
APPENDICE A (informativa) - ESEMPI DI STRUMENTI DI VALUTAZIONE
E CONFRONTO
This TR gives a guidance to allow a development of instruments and communication models that can help the consumers to make a proper choice of a personal financial planner in line with their aims and considering the required service.
| Committee |
CT 40
|
| DocumentType |
Technical Report
|
| ProductNote |
New child COR 1 2011 is now added.
|
| PublisherName |
Ente Nazionale Italiano di Unificazione (UNI)
|
| Status |
Current
|
| UNI 11402 : 2011 | FINANCIAL EDUCATION OF CITIZENS - SERVICE REQUIREMENTS |
| UNI/TS 11503 : 2013 | FINANCIAL EDUCATION - GUIDANCE FOR APPLICATION AND CONTROL OF UNI 11402 AND REQUIREMENTS FOR SUPPLIER (ORGANIZATION) THAT DELIVER FINANCIAL EDUCATION SERVICES |
| UNI ISO 22222 : 2008 | PERSONAL FINANCIAL PLANNING - REQUIREMENTS FOR PERSONAL FINANCIAL PLANNERS |
| UNI/TS 11348 : 2010 | PERSONAL FINANCIAL PLANNING - GUIDELINE FOR THE APPLICATION OF UNI ISO 22222:2008 - TERMINOLOGY, CLASSIFICATION AND REQUIREMENTS OF SERVICE |
| UNI 11402 : 2011 | FINANCIAL EDUCATION OF CITIZENS - SERVICE REQUIREMENTS |
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