New mobile app provides easy access to the Projection Assumption Guidelines

Date : 16 November 2015

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.