标准摘要
[中文适用范围]： 该国际标准定义了个人理财规划流程，并规定了个人理财规划师的道德行为、能力和经验要求。 本国际标准适用于所有个人理财规划师，无论其就业状况如何。 本国际标准描述并讨论了各种合格评定方法，并规定了适用于每种方法的要求。 [外文原描述]： 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.
英文名称Personal financial planning — Requirements for personal financial planners