MP 53-2004
Personal financial planning - Part 1: Definitions, processes and practices; Part 2: Requirements for competence of a Personal Financial Planner; Part 3: Ethics and experience

Standard No.

MP 53-2004

Published By

Standard Association of Australia （SAA）

Latest

MP 53-2004

Scope

This document is divided into three parts that: 1. provide a set of definitions for common financial planning terms, process elements that describe the steps that a planner should follow when designing a plan and guidance for operating a planning practi

MP 53-2004 history

• 1970 MP 53-2004 Personal financial planning - Part 1: Definitions, processes and practices; Part 2: Requirements for competence of a Personal Financial Planner; Part 3: Ethics and experience