NA 159

DIN Standards Committee Services

ISO/TC 222 -dormant
Personal financial planning

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.

National mirror committee of ISO/TC 222

Committee ID Name
NA 159-07-03 AA -dormant Personal financial planning