ISO 22222 Foundation

Why should you attend?

ISO 22222 Foundation training enables you to learn the best practices of Personal Financial Planning (PFP). During this training course, you will be able to understand the key principles and requirements of Personal Financial Planning.

After completing this course, you can sit for the exam and apply for  ISO 22222 Foundation credential. A  Foundation Certificate shows that you have understood the fundamental processes, recommended principles and requirements.

Who should attend?

  • Individuals involved in Personal Financial Planning
  • Individuals seeking to gain knowledge about the main processes of Personal Financial Planning (PFP)
  • Individuals interested to pursue a career in Personal Financial Planning

Learning objectives

  • Understand the basic concepts and processes of Personal Financial Planning
  • Acknowledge the principles of Personal Financial Planning (PFP)
  • Understand the principles, requirements and techniques used in Personal Financial Planning processes

Educational approach

  • Lecture sessions are illustrated with practical questions and examples
  • Practical exercises include examples and discussions
  • Practice tests are similar to the Certification Exam



Course agenda

Day 1: Introduction to ISO 22222 and the Personal Financial Planning (PFP) process

Day 2: Ethics, competence, experience and conformity to ISO 22222 and Certification Exam


The d ISO 22222 Foundation exam fully meets the requirements of the  Examination and Certification Programme (ECP). The exam covers the following competency domains:

Domain 1: Fundamental principles and practices of Personal Financial Planning (PFP)

Domain 2: Personal Financial Planning processes


After successfully completing the exam, you can apply for  ISO 22222 Foundation Certification 

General Information

  • Certification fees are included on the exam price
  • Training material containing over 200 pages of information and practical examples will be distributed
  • A participation certificate of 14 CPD (Continuing Professional Development) credits will be issued
  • In case of exam failure, you can retake the exam within 12 months for free