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…
December 4, 2019
Now that we have spent some time looking at the LLQP program and all its various components, it will be good to look at some steps that are being taken…