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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Gender Bias on the CFP® Exam?

With FP Canada’s™ exams coming up at the end of November, we are just about to start our first set of exam prep classes. As anybody who has attended an…
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