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 evaluate. Amongst others, one notable merchandise that could possibly be reviewed is the present certification requirement {that a} candidate should have attained no less than a bachelor’s diploma, which some observers have instructed 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 embody its new advertising rule, Reg BI, and complex 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 fascinated with non-public investments

From there, now we have a number of articles on observe 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 staff
  • How corporations can get worker buy-in when making main enterprise adjustments

We even have a lot of articles on retirement planning:

  • A research has discovered that retirement can result in cognitive impairment, probably as the results of diminished social engagement
  • Why professionals would possibly take into account taking a number of mini-retirements all through their careers
  • A easy rule that may assist people select the most effective place to reside

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

  • Why inside conferences could 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
  • Techniques 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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