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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What is a Chartered Life Underwriter (CLU®) Designation? – With Commentary from Christopher Moore CLU®, CFP®, CHS™, EPC

In the 1980s, Christopher Moore’s father started a financial services business in Saskatoon, Saskatchewan. Through hard work and perseverance and despite not having any formal education, he built his business…
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January 2019 Newsletter: What do you learn in CLU?

I spent much of December at various Christmas events. I must be a boring conversationalist, because I find the topic often turns to designation programs for financial advisors. Given that…
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