IQPF

Equisoft Inc.

About this app

Created by financial planners, for financial planners, the Projection Assumption Guidelines help financial planners make realistic medium and long-term projections by providing an estimate of future inflation and borrowing rates, returns and life expectancy. They are published by the Institut québécois de planification financière (IQPF) and the Financial Planning Standards Council (FPSC), and updated annually.

An important facet of the financial planner’s work is to make a variety of projections:

retirement needs and retirement income,
insurance needs,
children’s education funding needs,
etc.

This app’s purpose is to map out the assumptions to use in the preparation of these projections. The app will be useful in the day-to-day work of financial planners since along with its theoretical content, it also includes calculators for inflation, portfolio return, capital accumulation and life expectancy.

Advantages

Access the Projection Assumption Guidelines anytime, anywhere.
Skip the paper version: all the up-to-date standards in the palm of your hand.
Navigate in a streamlined and ergonomic environment.
Access the standards easily with this convenient guide.
Calculate life expectancy, capital accumulation, portfolio return and inflation.

Functionalities
Projection Assumption Guidelines reference guide
Calculation tools