香港六合彩开奖

About

• Secretariat: DIN

  Committee Manager:

  Mrs Josefine Sult
• Chairperson:

  vacant
• 香港六合彩开奖 Technical Programme Manager [TPM]:

  Ms Sally Swingewood
  香港六合彩开奖 Editorial Manager [EM]:

  Ms Claudia Lueje
• Creation date: 2000

Scope

Standardization in the field of personal financial planning, including standardization of the certification of practitioners based upon elements of education, examination, experience and ethical conduct, and standardization of the personal financial planning process which typically includes, but is not limited to, the six elements of establishing and defining the client/planner relationship, gathering client data including goals, analyzing and evaluating the client's financial status, developing and presenting financial planning recommendations and/or alternatives, implementing the financial planning recommendations and monitoring the financial planning recommendations.