Planit:Inflation Assumption

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
How does the inflation assumption affect my client's plan?
• Planning assumptions value
• Indexation default for savings, goals, pensions/revenues
• Rate of Return includes inflation
• Tax rates inflate (tax creep)
• Present Value vs Future Value (discount rate)

Keep on Track! Continue training on...
Investment Management Modular Planning
Life Planning Integrated Planning
Long Term Cash Flow Spreadsheet Planning Assumptions Screen

Other Related Topics
Indexation Introduction to the Planning Assumptions Screen (Canada) Introduction to the Planning Assumptions Screen (Malaysia)
Where do Rates of Return Come From? (Canada) Where do Rates of Return Come From? (Malaysia) Present Future Value Calculator


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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Inflation - The impact of inflation is felt in all aspects of planning for the future. Set an inflation rate that reflects a reasonable level for long term planning. We default this field to 3% based on the historical long-term rate of inflation in Canada over the past 61 years and based on current economic conditions.