The workshop on 19 October will take place as current Government funding initiatives to help with the costs of achieving the International Standard in financial planning come to an end.
Currently available funding allows advisers in some regions to get up to 70% of their ISO 22222 costs met by the state. Standards International has warned that this is likely to be their last chance to get help with the costs of gaining ISO certification as the funding comes to an end this year.
ISO 22222 certification aims to help to improve financial advisers’ performance and compliance as well as standardising good working practices. Certification also provides greater reassurance for consumers as they know their adviser meets international standards.
Michelle Hoskin, business development director at Standards International said, “ISO certification is simpler than many financial advisers think. The team at Standards International have already taken many advisers through the whole process and we expect to take many more through this exciting and extremely valuable journey.
“The workshop is the first step in the ISO process and given that it also represents a final chance for many advisers to take advantage of Government funding for certification, this training workshop is likely to be oversubscribed.”
With regard to the content of the workshop, Hoskin went on to state, “The workshop will provide financial advisers with the knowledge to fully understand the requirements of the ISO 22222 standard, including the business critical elements of risk management, ethical behaviour, CPD and the best practice methods of documenting their key business policies and procedures.”
The workshop takes place at the Holiday Inn, Stevenage, Hertfordshire on Tuesday 19 October 2010.
