ISO 22222:2005 Certification

Are you planning your personal finances better? If you are, are you sure of it? Regardless, you should apply for ISO 22222, an international standard that is going to tell the people that your financial planning can be trusted.

The standard defines following six steps of personal finances:

  1. Establishing a better relation between the client and the financial planner.
  2. Determining the goals of the clients and gathering their data
  3. Evaluating the financial status of the clients.
  4. Development and the presentation of the financial plan.
  5. Recommending the best plans and implementing the recommendations.
  6. Monitoring those recommendations.

These steps might be a bit typical, but the rewards of the ISO-22222 are many. Therefore, you should opt to get this certification for your financial firm. Get in touch with our experts to apply for this certification.