The IQPF and the Financial Planning Standards Council (FPSC) are
taking advantage of Financial Planning Week, which takes place
November 15 to 21, to launch a mobile app that will provide easy
access to the Projection Assumption Guidelines.
Created by financial planners, for financial planners, the Projection Assumption Guidelines are updated
annually. They help financial planners make realistic medium
and long-term projections by providing an estimate of future
inflation and borrowing rates, returns and life expectancy.
The web version of the app is available now on the IQPF and FPSC
websites. To access the IQPF's app, go to app.iqpf.org.
The app is also available in the Apple
Store for iPhones and iPads and on
Google play for Android devices (simply search for "IQPF").
This mobile app will accompany financial planners in their
day-to-day work since along with its theoretical content, it also
includes calculators for inflation, portfolio return and life
expectancy, among others.
The IQPF and FPSC, who establish and maintain standards for the
financial planning profession in Canada, are proud to provide
F.Pl. and CFPs with effective tools. In less than a year,
the app is the second tool presented to financial planners,
following the release of Canadian Financial Planning: Definitions, Standards & Competencies.
The app was developed with the collaboration of Kronos
Technologies.