CII to assess advisers for ISO planner accreditation

It believes the availability of the assessment will prompt a substantial increase in the number of advisers seeking accreditation. The BS ISO 22222 certification demonstrates a financial planner has achieved an internationally recognised level of competence in the six stages of the financial planning process, has relevant Continued Professional Development (CPD) and has adhered to an ethical code of conduct. Focusing on the financial planner’s practical skills, the CII assessment process includes a review of client files and structured interview questions. The assessment takes place a...