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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Preparing for Financial Planning Exams

At the time of this article's publication, students across the country will be writing their QAFP™ or CFP® Exams. Most exam writers will have put in about two years of…
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September 2020 Newsletter: New Information for November 2020 Exams

With fall right around the corner, it’s time to start thinking about the CFP® and QAFP™ exams coming up this November. Like previous years, candidates will have the option to…
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