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Abstract Preview

ISO 22222:2005 defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners.

ISO 22222:2005 is applicable to all personal financial planners regardless of their employment status.

ISO 22222:2005 describes and addresses the various methods of conformity assessment and specifies requirements applying to each of them.


General information

  • Status :  Published
    Publication date : 2005-12
  • Edition : 1
    Number of pages : 28
  • Technical Committee
    :
    ISO/TC 222
    Personal financial planning
  • ICS :
    03.060
    Finances. Banking. Monetary systems. Insurance

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  • CHF138

Life cycle

A standard is reviewed every 5 years



Revisions / Corrigenda

  • Now confirmed
    ISO 22222:2005

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