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Personal financial planning and ISO:breaking new ground in standards-setting

机译:个人理财计划和ISO:在制定标准方面取得新突破

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摘要

In 2000,ISO voted to support the development of standards for the personal financial planning service sector and established ISO/TC 222 to guide the process.The event was significant for two reasons:It represents the first time that a professional service industry has undertaken a project to develop ISO standards for its practitioners,and it underscores the growing influence of this relatively young profession on consumers worldwide.Dede Pahl,secretary of ISO/TC 222 and chief operating officer for the Certified Financial Planner Board of Standards,Inc.,in Denver,Colorado (USA),provides below an overview of the emerging profession of personal financial planning and updates us on the activities of ISO/TC 222.
机译:2000年,ISO投票支持制定个人理财计划服务部门的标准,并建立了ISO / TC 222来指导该流程。该活动意义重大,原因有二:这是专业服务行业第一次进行ISO / TC 222秘书兼认证金融规划师标准委员会首席运营官Dede Pahl,该项目旨在为从业者开发ISO标准,并强调了这一相对年轻的专业对全球消费者的影响力日益增强。科罗拉多州丹佛市(美国),下面概述了新兴的个人理财规划专业,并向我们介绍了ISO / TC 222的活动。

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