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…
April 9, 2019
I have spent a bunch of time over the past couple of months reviewing students’ Capstone course work, as they pursue the CFP® Certification. While it is not new to…