Description

The ISO 22222 Lead Personal Manager training will allow you to acquire expertise in order to support clients in achieving their financial objectives. During this training, you will also gain an in-depth understanding of the best practices and ethical principles of personal financial planning (PFP), and be able to use these effectively to manage clients' personal finances by adopting the PFP process based on the ISO 22222 standard.

Who is this training for ?

For whom ?

Financial managers or planners looking to hone their skills in providing financial services that stand out. Financial planners looking to support their clients in planning and managing their finances. Financial advisors responsible for personal financial planning (PFP). Expert advisors who work in the personal financial planning (PFP) process.

Prerequisites

Fundamental understanding of ISO 2222 and extensive knowledge of Personal Financial Planning (PFP).

Training objectives

Master the ethical principles of the ISO 22222 standard and the benefits they entail, and learn how to use them in the management of clients' finances

Master the process relating to the ISO 22222 standard and learn how to integrate it into services financial

Learn how to interpret the requirements of ISO 22222 in the specific context of personal financial planning

Develop expertise to provide personal financial planning services to clients

Learn how to implement, manage and monitor financial planning processes effective personal financial planning

Training program

• Day 1: Introduction to ISO 22222 and Personal Financial Planning (PFP)

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• Day 2: Collect and analyze the phases of the personal financial planning (PFP) process

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• Day 3: Develop, implement and monitor phases of the personal financial planning (PFP) process

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• Day 4: Ethics, competence, experience and compliance with ISO 22222

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• Day 5: Certification exam

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