About

• Secretariat: DIN (Germany)

  Committee Manager:

  Mrs Josefine Sult
• Chairperson:

  vacant
• ISO Technical Programme Manager [TPM]:

  Ms Sally Swingewood
  ISO Editorial Manager [EM]:

  Ms Claudia Lueje
• Creation date: 2000

Scope

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.