DIN SPEC 77222:2014-04

DIN SPEC 77222 by the PAS method specifies requirements for a standardized financial analysis for the private household and includes the areas property risk and asset risk (buildings and household, liability and legal etc.), Insurance (health, disability, care, retirement, etc.) as well as asset planning (liquidity reserves, savings goals, debt, etc.) The purpose of financial analysis is to provide measurable, objective recommendations focused on the individual needs. The standardized financial analysis always refers to the individual members of the private household and is based on the current data of the household.