GB 16999-1997
Replaced
GB/T 23697-2009
Active
National standards
GB/T 23697-2009 Personal financial planning—Requirements for personal financial planners
GB/T 23697-2009 Personal financial planning—Requirements for personal financial planners
Basic Information
Standard Code:
GB/T 23697-2009
Standard Type:
National standards
Standard Status:
Active
is_force_gb:
no
CCS Name:
Finance, insurance
ICS Name:
Financial services, banking, monetary systems, and insurance
Publish Date:
2009-05-06
Implement Date:
2009-10-01
Pages:
19 pages
Scope
This standard defines the personal financial planning process and stipulates requirements for the professional ethics, professional competence, and work experience of financial planners.
This standard applies to all financial planners, regardless of their professional status.
This standard describes and explains various methods for assessing the qualifications of financial planners, and stipulates the application requirements for each method.
Development Information
Referenced Standards
Adopt standards
ISO 22222:2005
Related Standards
GB/T 20543-2006
Replaced
GB/T 20543-2006 Banking and related financial services—International bank account number(IBAN)
GB/T 20545-2006
Abolished
GB/T 20545-2006 Banking and related financial services—Information interchange—Collection instruction form
GB/T 20546-2006
Abolished
GB/T 20546-2006 Banking and related financial services—Information interchange—Documentary credit form
GB/T 15948.1-2007
Abolished
GB/T 15948.1-2007 Bank telecommunication—Funds transfer messages—Part 1:Vocabulary and universal set of data segments and data elements for electronic funds transfer messages
GB/T 21076-2007
Replaced