Year-end launch for ISO accreditation

A meeting of financial planning representatives from around the world met in Berlin last week to discuss what are likely to be the final standards required of any financial planner who wishes to hold ISO accreditation for quality and competence. Following that crucial meeting, it is anticipated this standard of financial planning experience and competence will be recognised as requiring experience and educational background on a par with that required under the CII’s AFPC certificate, along with additional requirements as such demonstration of ethics. At this stage, it has yet to be d...