Reference number
Ïã¸ÛÁùºÏ²Ê¿ª½± 22222:2005
International Standard
Ïã¸ÛÁùºÏ²Ê¿ª½± 22222:2005
Personal financial planning — Requirements for personal financial planners
Edition 1
2005-12
Read sample
Ïã¸ÛÁùºÏ²Ê¿ª½± 22222:2005
43033
Published (Edition 1, 2005)
This publication was last reviewed and confirmed in 2023. Therefore this version remains current.

Ïã¸ÛÁùºÏ²Ê¿ª½± 22222:2005

Ïã¸ÛÁùºÏ²Ê¿ª½± 22222:2005
43033
Language
Format
CHF 151
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Abstract

Ïã¸ÛÁùºÏ²Ê¿ª½± 22222:2005 defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners.

Ïã¸ÛÁùºÏ²Ê¿ª½± 22222:2005 is applicable to all personal financial planners regardless of their employment status.

Ïã¸ÛÁùºÏ²Ê¿ª½± 22222:2005 describes and addresses the various methods of conformity assessment and specifies requirements applying to each of them.

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