Basic financial analysis for private households
Abstract
This standard defines a procedure for the basic analysis (collection and evaluation) of private households with regard to the areas of protection, insurance and asset planning. It is based on the data of the private household examined and takes into account the risks and needs as well as the financial objectives of the private household.
Begin
2025-01-20
Planned document number
DIN 77230
Project number
17700009
Responsible national committee
NA 177-00-02 AA - Financial services for the private household
previous edition(s)
Basic financial analysis for private households
2023-12
