Professional Refresher

Financial Planning Assumptions
Refreshed November 2020 | CPD time: 2.25
This module is intended as a guide to making assumptions as part of the financial planning process. Its aim is to show why assumptions are important, outline the key range that may need to be included in a financial plan, and suggest certain methods by which a financial planner could decide on the value to use for each one. The purpose of this module is not to state what the actual assumptions should be but, rather, to suggest a reliable methodology for choosing them.
1. Introduction
1
2. Choosing Assumptions
2
3. Examining Key Assumptions – Part 1
3
4. Examining Key Assumptions – Part 2
4
5. Putting Assumptions into Action
5
Module Test
6