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Certification Advantages
Certified Financial Planner
Those who have capital want to intelligently invest it and to diversify risk. Certified financial planers according to ISO 22222 can competently consult investors.
Who can become a certified Financial Planer?
All persons who have completed a training-program for "Personal Financial Planners"which is based on the contents of the ISO 22222, to an extent of 450 h as well as three years of relevant professional experience in the field of "Personal Financial Planning".
How to get the "ON – Personal Financial Planner" certificate
- Application via the application form "ON – Personal Financial Planner."
- Provision of documentation (basic documentation) of the qualification to be certified.
- Presentation of a financial plan written for which the applicant is personally responsible
- Performance examination by the certification body.
- The certificate is issued after positively completing the examination. The certificate is valid for six years.
- To maintain the certificate it is required to provide evidence about continuing education in the relevant field of expertise according to ISO 2222 PKT: 6.4 to the extent of 30 h, every second year.
Financial Planners who are already certified?
In our certificate-database you can find financial planners who are certified according to ISO 22222.