Financial Planning Competency Framework

The Financial Planning Competency Framework is a set of guidelines that outlines the knowledge, skills, and ethical standards financial professionals should possess to effectively help clients achieve their financial goals. It ensures planners have a comprehensive understanding of areas like investment, insurance, retirement planning, and taxation, while also emphasizing integrity and professionalism. Essentially, it acts as a quality benchmark, promoting consistent, high-quality advice and fostering trust between clients and financial advisors.