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…
May 1, 2019
Last month the newly renamed FP Canada (formerly Financial Planning Standards Council or FPSC) released a more detailed look at the changes coming to the CFP designation routes in 2020.…