Sobre

• Secretaría: DIN (Germany)

  Responsable de comité:

  Mrs Josefine Sult
• Presidente/a:

  vacante
• Responsable de programa técnico de ISO [TPM]:

  Ms Sally Swingewood
  Responsable editorial de ISO [EM]:

  Ms Claudia Lueje
• Fecha de creación: 2000

Alcance

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.