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…
May 30, 2020
Since the fall of 2019, BCC’s financial planning Core Curriculum classes have adjusted to include all content from the FP Canada Institute™ Financial Planning Body of Knowledge (FP-BoK). The FP-BoK…