CPAdirectory
Community Taxation Client Services News Revenue Opportunities Your Practice Home
Client Services | Audit | GASB | ISO | Tax Tips News
ISO okays standards for personal financial planning advisers

The International Organization for Standardization is ready to develop standards for the growing personal financial planning service sector. The standards would include the certification of personal finance advisers based upon elements of education, examination results, experience and ethical conduct, and standardization of the personal financial planning process. To find out more information, please visit the ISO web site at http://www.iso.ch/presse/TMBe.htm



ISO business plans will reduce waste and increase stakeholder involvement in standards' development


ISO business plans will reduce waste and increase stakeholder involvement in standards' development.

ISO has launched a programme to ensure a seamless fit between the standards it develops and the standards needed by the market, as well as to avoid wasting resources by developing standards for which there is little requirement. [Read More]



ISO addresses climate change health and safety complaints handling personal financial planning.


International Standards have a part to play in solving problems related to many of today’s key issues, as demonstrated by recent ISO (International Organization for Standardization) decisions on such diverse subjects as climate change, occupational health and safety, customer complaints handling, and personal financial planning. [Read More]


• ANSI
The American National Standards Institute (ANSI) has served in its capacity as administrator and coordinator of the United States private sector voluntary standardization system for more than 80 years. Founded in 1918 by five engineering societies and three government agencies, the Institute remains a private, nonprofit membership organization supported by a diverse constituency of private and public sector organizations. Throughout its history, the ANSI Federation has maintained as its primary goal the enhancement of global competitiveness of U.S. business and the American quality of life by promoting and facilitating voluntary consensus standards and conformity assessment systems and promoting their integrity. The Institute represents the interests of its nearly 1,000 company, organization, government agency, institutional and international members through its office in New York City, and its headquarters in Washington, D.C.

• New ISO Technical Activity on Personal Financial Planning
The Certified Financial Planner Board of Standards has submitted to ANSI a proposal to form a new field of ISO technical activity on Personal Financial Planning. The proposed scope of this activity would include 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. View the Technical Study Proposal at http://web.ansi.org/public/news/1999apr/TSP_PFP_3.pdf

Advertising Opportunities | About Us | Contact Us | Partnerships & Affiliations | Terms & Conditions | Privacy Policy
©2000-2017 CPAdirect Marketing, Inc. All rights reserved.