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…
April 4, 2020
Below is a case study I wrote for the United Way to demonstrate the value of a program they operate here in Edmonton. This is a true story – only…