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