News & Updates

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…

Read more

Latest

CE Drive: What to expect in 2022 — Jason’s Corner

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…
Read more

BCC CE Drive Podcast: Learn, Grow, and Earn CE Credits

Podcasts have been gaining popularity for years now, with millions of listeners all around the world tuning in to learn more about their favourite topic. In fact, according to a…
Read more