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…
March 1, 2022
Our CE Drive podcast continues to roll along, and I wanted to take this opportunity to give you some updates about it. I love producing the podcast ¾ I find…