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June 26, 2025
Understanding Projection Assumption Guidelines in Financial Planning

Background/ Basics The Projection Assumption Guidelines are published annually jointly by the Institute of Financial Planning (the Institute, and FP Canada Standards Council™. By using standardized assumptions based in method can help in protecting both the planner and the client. Financial Planners can reply on these assumptions and their sources…

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June 26, 2025

Understanding Projection Assumption Guidelines in Financial Planning

Background/ Basics The Projection Assumption Guidelines are published annually jointly by the Institute of Financial Planning (the Institute, and FP Canada Standards Council™. By using standardized assumptions based in method…
Read more
May 14, 2025

BCC alumni on FP Canada’s President’s List!

We're so proud to see our students succeed! Big congratulations to Aravind Sithamparapillai, Reid Palmer, Ben Elliott, and Cameron Smith CFP®, CIM® who made FP Canada's President's List. Special kudos…
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August 14, 2024

Preparing for Success: Your Guide to CFP & QAFP Exam Prep

As the weather cools, you might find your stress rising with the Certified Financial Planner (CFP) and Qualified Associate Financial Planner (QAFP) exam dates fast approaching. It’s time for financial…
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July 25, 2024

Unlocking the Future of Finance: Introducing BCC’s Certified Digital Asset Advisor (CDAA) Designation

Decentralized finance (DeFi) and digital asset adoption are not just trends — they're the future of finance. Are you and your team prepared to lead in this rapidly evolving landscape?…
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October 11, 2023

10 Tips for Passing Your CFP® Exam

The Certified Financial Planner® (CFP) exam is a significant milestone for those looking to establish themselves as financial planning professionals. Earning the CFP® designation demonstrates your expertise and commitment to…
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May 10, 2023

FP Canada launches core curriculum: What does it mean for BCC? — Jason’s Corner

In April, FP Canada announced that it is soon going to be offering Core and Advanced Curriculum in support of CFP® and QAFP™ certification. Since then, I’ve had many questions…
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April 17, 2023

What are seg fund guarantees worth? – Jason’s Corner

Segregated funds generally have 3 stated advantages, compared to mutual funds: Creditor protection, if a parent, spouse, child, grandchild, or any irrevocable beneficiary is named. The ability to bypass probate…
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March 10, 2023

Register now for our inaugural CE Week!

Last month, I talked about our upcoming CE Week, featuring a variety of topics. I asked our marketing team (Alex, Liz, Devesh, and Tiffany) to put together a website to…
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February 6, 2023

Introducing BCC’s 5-Day CE Extravaganza – Jason’s Corner

Over the past few years, we’ve been running Continuing Education sessions as a combination of podcast episodes, ½ day sessions once per month, and recorded content. All this is available…
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