BS 8577 and ISO 22222
BS 8577 is the only professional quality standard within Financial Services to focus solely on the following key areas of business practice:
- Operational management
- Objectives and policies
- Management responsibility
- Customer relationship management
- Recruitment, training, development and on-going competence
- Control of documents and records
ISO 22222 focuses on the six core steps of the financial planning process and provides a framework that applies to:
- Ethical behaviour
- Competencies
- Experience
- Continual Improvement