What is ISO 22222?

octubre 7, 2015 · Imprimir este artículo

What is ISO 22222?

ISO 22222 is a professional framework specifically designed for financial planners to allow them to demonstrate continuous improvement through third-party certification. ISO 22222 is not just about knowledge; it is so much more than that.

iso logoISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients. By achieving the ISO standard it allows financial planners to demonstrate a commitment of adherence to an internationally recognised benchmark, which has been founded on ethical behaviour and professionalism.

At the heart of the ISO standard are the fundamental six steps of the financial planning process:

1. Establishing and defining the client-planner relationship.

2. Gathering client data, including goals.

3. Analysing and evaluating your financial status.

4. Developing and presenting financial planning recommendations and/or alternatives.

5. Implementing the financial planning recommendations.

6. Monitoring the financial planning recommendations.

Benefits To Clients

ISO 22222One of the major issues reported by consumers when seeking financial advice is uncertainty over whether they can trust their financial planners. And, with the vast amount of investment schemes and financial planners for customers to choose from, they are often confused about where to turn for advice on planning for retirement or how best to invest their savings.

BS ISO 22222 plays a crucial role in addressing this by providing an internationally accepted benchmark which enables consumers to identify financial planners who possess the right knowledge, skills, ethics and experience to deliver the desired level of service.

Wouldn’t you rather work with a financial planner who is in receipt of this accolade?

Fuente: Ediciones EP, 2015.

Lectura recomendada:  Las Anualidades como instrumentos de planificación financiera personal

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Etiquetas: ISO 22222, ISO 22.222, norma ISO de planificación financiera personal, norma ISO, finanzas personales, asesoramiento financiero, asesor financiero, asesor financiero personal, norma iram-iso 22.222, norma iram-iso 22.222, iso 22222, iso 22.222, consultor financiero personal.




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