BS 9222:2007
Current
The latest, up-to-date edition.
Hardcopy , PDF
English
11-30-2007
Foreword
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Assessment process
5 Ethics
6 Competence
7 Experience
8 Claiming conformity
Annexes
Annex A (normative) - Specific requirements for
competence of a personal
financial planner with assessment
and qualification notes
Annex B (informative) - Example of a code of ethics
appropriate to a personal
financial planner
Annex C (informative) - Example of a staged personal
financial planning process
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