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FP Canada™, the Institut québécois de planification financière publish the 2021 Projection Assumption Guidelines
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TORONTO and MONTRÉAL, April 28, 2021 /CNW/ - FP Canada and the Institut québécois de planification financière (IQPF) have jointly released the 2021
and Addendum, for professional financial planners across Canada.
The Guidelines, which take effect April 30, 2021, are designed to help financial planners make long-term financial projections (10 or more years) that are free from potential biases or predispositions.
FP Canada IQPF Projection Assumption Guidelines 2021 (CNW Group/FP Canada) As the COVID-19 pandemic continues to cause economic uncertainty, triggering fear among some clients, the
Stress testing of portfolios has taken on greater importance amid COVID-19 crisis Helen Burnett-Nichols Published April 6, 2021
Recent investor sentiment surveys have found that 80 per cent of global investors feared a further market decline right after the COVID-19 pandemic first arrived while 70 per cent of Canadians said it’s hard to know what to do with their investments in this environment.
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Before the COVID-19 pandemic, few if any financial advisors and their clients would’ve had such a black swan event on a list of circumstances most likely to cause profound volatility in financial markets and investments. With many investors now anxious about what shock may come next, advisors are focusing their communication around the resiliency with which portfolios have been built to withstand the effects of possible scenarios.
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This article appears in the March 2021 issue of Advisor’s Edge
Completing coursework, writing exams and paying fees are part of any credential. While you may be aware of these responsibilities as a credential holder, you may not have considered your credentialing body’s responsibilities in ensuring your credential is rigorous.
It’s a timely consideration as the financial industry moves toward title regulation. Ontario is consulting on regulating “financial advisor” (FA) and “financial planner” (FP) titles, and Saskatchewan will soon follow. Quebec has regulated “financial planner” and restricted other titles since 1998.
To call yourself an FA or FP in Ontario, you’ll have to back up your title with an approved credential from an approved credentialing body. The idea is to create minimum standards so clients can be confident when they hire you.