Информация

• Секретариат: DIN

  Менеджер комитета:

  Mrs Josefine Sult
• Председатель:

  свободный
• Менеджер ИСО по техническим программам [TPM]:

  Ms Sally Swingewood
  Менеджер ИСО по редакционным [EM]:

  Mme Christine Lacroix
• Дата создания : 2000

Область деятельности

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.