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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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BCC CE Drive Podcast: Learn, Grow, and Earn CE Credits

Podcasts have been gaining popularity for years now, with millions of listeners all around the world tuning in to learn more about their favourite topic. In fact, according to a…
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