ISO 22222 Personal Financial Planning Trainings

What is ISO 22222?

ISO 22222 is an international standard which aims at increasing client confidence by providing an internationally agreed benchmark for high quality personal financial planning services. The standard outlines the requirements by providing a framework which applies to the ethical behavior, competences, and experience of personal financial planners, regardless of their employment status.

Why are Personal Financial Planning trainings important for you?

Personal financial planning will help individuals to enhance the transparency and efficiency of the personal financial planning process. By following the requirements of ISO 22222, personal financial planners will be able to demonstrate their dedication and commitment towards helping their clients increase effectivity and efficiency.

By adopting ISO 22222, you will be able to demonstrate that you have the necessary skills and knowledge to provide effective financial recommendations to your clients. This can be perceived as an indication that the firm you work for is placing the customers at the core of their business culture.

Benefits of ISO 22222 Personal Financial Planning trainings

By becoming ISO 22222 certified, you will be able to:

• Optimize your client’s financial goals
• Improve your client’s financial status
• Enhance customer confidence
• Offer a more standardized financial planning procedure
• Demonstrate a high level of professionalism
• Promote the use of effective documentation and continual improvement
• Gain a competitive edge in the industry