ISO 22222 Certification in India
ISO 22222:2005 · Personal Financial Planning · typical timeline 4–8 weeks
ISO 22222 certifies personal financial planners and advisory firms on ethics, competence, experience and the six-step planning process. It is a trust signal for wealth managers, RIAs and insurance advisors serving HNI clients. Cost: ₹40,000–₹1,20,000; timeline 4–8 weeks.
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Who needs ISO 22222 certification
- SEBI-registered investment advisers (RIAs)
- Wealth management and family-office firms
- Insurance and mutual fund distributors building advisory practices
- Individual CFP/financial planners
ISO 22222 requirements in plain words
- Ethical behaviour and conflict-of-interest management
- Competence: knowledge, skills, experience
- Six-step financial planning process
- Client engagement, data gathering and recommendations
- Documentation and client communication
- Ongoing professional development
Certification process
- Step 1Gap assessmentWe audit your current processes against the standard and list exactly what is missing.
- Step 2DocumentationPolicies, procedures, records and formats written for your plant, not copied templates.
- Step 3Implementation & trainingYour team trained on the floor; internal audit and management review done with you.
- Step 4Certification auditStage 1 and Stage 2 audit by an IAF-accredited certification body of your choice.
- Step 5Certificate & surveillanceCertificate issued; we support annual surveillance audits for the full 3-year cycle.
ISO 22222 certification cost in India
Indicative 2026 all-inclusive prices — consulting, documentation, training and the certification-body audit fee. No separate charges. Full cost breakdown →
| Company size | All-inclusive price |
|---|---|
| Individual planner | ₹50,000–₹80,000 |
| Small firm (2–10 planners) | ₹80,000–₹1,50,000 |
| Mid firm | ₹1,50,000–₹2,70,000 |
Documents required
- Code of ethics and conflict register
- Planner competence and CPD records
- Client engagement letters and plans
- Planning process checklists
- Complaint handling records
- Internal review records
Benefits
- International competence benchmark for HNI clients
- Supports SEBI RIA compliance culture
- Marketing differentiator against distributors
- Structured, documented advice process
Frequently asked questions
- Is ISO 22222 the same as CFP?
- CFP is an individual credential; ISO 22222 certifies the planner or firm against an ISO process and ethics standard.
- Is it mandatory for RIAs?
- No; SEBI registration is mandatory. ISO 22222 is a voluntary trust mark.
- Validity?
- Three years with surveillance.
ISO 22222 consultants by city
- Baddi
- Ludhiana
- Mohali
- Chandigarh
- Delhi
- Gurgaon
- Noida
- Ahmedabad
- Mumbai
- Pune
- Bangalore
- Chennai
- Hyderabad
- Kolkata
- Indore
Written by Sahil Dubey, CISA — lead consultant, PraxisQ Consulting LLP. Reviewed October 2026.
Get a fixed-price quote in 24 hours
Tell us your industry, headcount and location. No retainer, no hidden certification-body fees.