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, “all the pieces is on the desk” in relation to the group’s introduced competency requirements evaluate. Amongst others, one notable merchandise that might be reviewed is the present certification requirement {that a} candidate should have attained at the least a bachelor’s diploma, which some observers have prompt limits the pool of potential CFP professionals at a time of excessive demand for advisor expertise.

Additionally in business 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 probably eyeing a task for monetary advisors to assist information purchasers curious about non-public investments

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

  • A structured method corporations can use to design a forward-looking org chart
  • Why outsourcing sure operational duties nonetheless requires ongoing work from agency workers
  • How corporations 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, probably as the results of decreased social engagement
  • Why professionals may contemplate taking a number of mini-retirements all through their careers
  • A easy rule that may assist people select the very best place to reside

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

  • Why inside conferences may be dangerous for each productiveness and worker wellbeing, and the way corporations could make them higher
  • How one firm benefited from canceling all conferences for a whole week
  • Ways corporations 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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