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…
February 1, 2022
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…