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…

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Latest

What’s New – CFP® Designation Route Changes

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.…
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