ISO 22222 Certification Process

  • September 27, 2018
  • Update date: October 09, 2024
  • Dushyant Sharma

If you want to show off that you are the best financial planner, you need to be up to date with the market standards. If you want to show off that you are up to the market standards, you need ISO 22222 certification. The ISO 22222 Process will make sure that you are certified as a trusted and reliable financial planner and as a result, you can gather more customers.

ISO 22222 Certification Process:

ISO-22222 certification in India is the one that is coveted by the companies that want to engage with personal financial planning. The process associated with this form of registration entails the following steps:

  1. Application
  2. Assessment
  3. Certification

These above steps can be put in an acronym form as AAS. However, they are a bit more intricate then they seem:

  1. Application: the first step entails applying for the certification. During this process, you can file hte application either online or offline. However, before application, you need to confident about your financial planning business. Therefore, make sure to buy the ISO 22222 standard first. Once you have bought the standard, you can go through its intricacies and make your company prepared. Once you have done that, get an ISO expert to file the application for you. 
  2. Assessment: this process refers to the assessment via the auditor. Along with the application, you will also submit the documents pertaining to the quality management of the financial planning service. This document will be thoroughly examined by the auditor. 
  3. Certification: after auditing, comes certification. Now, you will only be certified if your company matches up to the standard of financial planning. Therefore, make sure that your hired ISO expert does a proper job with application filing. 

Now, once these steps are done, you will get the certification through email. Now, if you want the physical copy of the same, you should get in touch with Registrationwala. The ISO experts that we have will make sure that you get certified in no time. 


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Dushyant Sharma
Author: Dushyant Sharma

Hey there, I'm Dushyant Sharma. With the extensive knowledge I've gained in past 8 years, I have been creating content on various subjects such as banking, insurance, telecom, and all the important registration and licensing processes for various companies. I'm here to help everyone with my expertise in these areas through my articles.

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