ISO 22222:2005 私人金融计划 私人金融计划用要求

标准编号：ISO 22222:2005

中文名称：私人金融计划 私人金融计划用要求

英文名称：Personal financial planning — Requirements for personal financial planners

发布日期：2005-12

标准范围

ISO 22222:2005定义了个人财务规划流程，并规定了个人财务规划师的道德行为、能力和经验要求。ISO 22222:2005适用于所有个人理财规划师，无论其就业状况如何。ISO 22222:2005描述并阐述了各种合格评定方法，并规定了适用于每种方法的要求。

ISO 22222:2005 defines the personal financial planning process and specifies ethical behaviour, 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.

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