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Engagement Planning

When performing PFP services, you want to present your work in the most understandable format and exhibit the highest level of professionalism. This section provides resources to help you achieve both goals.



Financial Assumptions in Planning EngagementsPart I
PFP Section Member
There is a wealth of information being published on sophisticated planning techniques, but there is woefully little information on the fundamental attributes of a good financial plan, namely planning assumptions. How do you develop reasonable assumptions for a client's financial plan? Learn More>>