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ISO 22222:2005 defines the personal financial planning process and specifies ethical behavior, competences and experience requirements for personal financial planners.
ISO 22222:2005 is applicable to all personal financial planners regardless of their employment status.
ISO 22222:2005 describes and addresses the various methods of conformity assessment and specifies requirements applying to each of them.
It demonstrates a commitment of adherence to a high level of professionalism
It provides planners an exemption to the Chartered Insurance Institutes (CII) AF5 – Financial Planning Process Module
It progress performance by improving communication and morale company-wide
Inclusion onto the Which? Consumer referral database
By showing the sign of an international standard it communicates credibility and confidence to your prospective and existing customers, suppliers, stakeholders and employees
It decrease risk, thus providing a potential reduction in insurance expenses
It promotes opportunities to become a ‘preferred supplier’, giving you the edge over your competitors, thus improving sales and advertising opportunities
It promotes awareness of quality and professionalism, internally and externally resulting in better public/professional awareness and image
It encourages the use of easy and efficient documentation
Supports to exceed present regulatory needs, thus satisfying the governing bodies
It promotes a best practice standard of service
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