ISO 22222 Certification

ISO 22222 is an internationally agreed benchmark that evaluates and awards financial planners who can demonstrate that they have the information, skills, experience and moral values to deliver a first class service to their consumers. By attaining the ISO standard it authorities financial planners to demonstrate a promise of adherence to an internationally known benchmark, which has been founded on moral performance and professionalism.

ISO 22222 specifies requirements and gives a framework that applies to the moral behavior, competences and experience of a professional personal financial planner regardless of their employment position.

ISO 22222:2005 has been created with the objective of attaining and promoting customer confidence by providing a worldwide agreed benchmark for a high worldwide standard of personal financial guidance.

This standard specifies requirements and provides a framework that applies to the ethical performance, competencies and experience of a professional personal financial planner, regardless of their employment position.

Benefits of ISO 22222 Certification

• It make available planners an exemption to the Chartered Insurance Institutes (CII) AF5 – Financial Planning Process Module
• It establishes a commitment of adherence to a high level of professionalism
• Inclusion onto the Which? Consumer referral database
• It promotes opportunities to become a ‘preferred supplier’, giving you the edge over your competitors, thus improving sales and advertising opportunities
• By showing the sign of an international standard it communicates reliability and confidence to your prospective and current customers, suppliers, stakeholders and employees
• It reduce risk, thus providing a potential reduction in insurance expenses
• It development performance by improving communication and morale company-wide
• Supports to exceed present regulatory requirements, thus satisfying the governing bodies
• It promotes a best practice standard of service
• It promotes attentiveness of quality and professionalism, internally and externally resulting in better public/professional awareness and image
• It inspires the use of easy and efficient documentation