Weekend Studying For Monetary Planners (Feb 11-12)

Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that in keeping with CFP Board leaders, “every thing is on the desk” relating to the group’s introduced competency requirements evaluation. Amongst others, one notable merchandise that could possibly be reviewed is the present certification requirement {that a} candidate should have attained a minimum of a bachelor’s diploma, which some observers have steered limits the pool of potential CFP professionals at a time of excessive demand for advisor expertise.

Additionally in trade information this week:

  • The SEC this week launched its 2023 examination priorities, which embrace its new advertising rule, Reg BI, and sophisticated investments
  • The Home of Representatives is contemplating laws that might broaden the definition of who qualifies as an accredited investor and is doubtlessly eyeing a job for monetary advisors to assist information purchasers all in favour of non-public investments

From there, now we have a number of articles on observe administration:

  • A structured method companies can use to design a forward-looking org chart
  • Why outsourcing sure operational duties nonetheless requires ongoing work from agency staff
  • How companies can get worker buy-in when making main enterprise adjustments

We even have quite a lot of articles on retirement planning:

  • A examine has discovered that retirement can result in cognitive impairment, presumably as the results of decreased social engagement
  • Why professionals may think about taking a number of mini-retirements all through their careers
  • A easy rule that may assist people select the most effective place to stay

We wrap up with three closing articles, all about conferences:

  • Why inside conferences might be dangerous for each productiveness and worker wellbeing, and the way companies could make them higher
  • How one firm benefited from canceling all conferences for a complete week
  • Ways companies can use to scale back the burden of conferences, from sending asynchronous movies to implementing ‘No-meeting Wednesdays’

Benefit from the ‘gentle’ studying!

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