SAA MP 53:2004
$20.15
Personal financial planning – Part 1: Definitions, processes and practices; Part 2: Requirements for competence of a Personal Financial Planner; Part 3: Ethics and experience
| Published By | Publication Date | Number of Pages |
| AS | 2004-04-13 | 56 |
This document is divided into three parts that:
1. provide a set of definitions for common financial planning terms, process elements that describe the steps that a planner should follow when designing a plan and guidance for operating a planning practice;
2. provides details of planner competence in terms of knowledge and skill;
3. provides a framework for ethical principles and experience requirements for planners.
The publication is identical with ISO/CD 21551, ISO/CD 21555, ISO/CD 15551 and ISO/CD 23449.
Scope
This International Standard defines personal financial planning and the personal financial
planning process and service.
Related products
-
ASHRAE Handbook HVAC Applications 2023 IP
ASHRAE Handbook — HVAC Applications (I-P) Published By Publication Date Number of Pages ASHRAE 2023
-
AWWA OpGuide J100 2021
Operational Guide to AWWA Standard J100 Risk & Resilience Management of Water & Wastewater Systems…
-
ASHRAE Handbook HVAC Applications 2023 SI
ASHRAE Handbook — HVAC Applications (SI) Published By Publication Date Number of Pages ASHRAE 2023…
