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 accordance with CFP Board leaders, “every thing is on the desk” with regards to the group’s introduced competency requirements overview. Amongst others, one notable merchandise that could possibly be reviewed is the present certification requirement {that a} candidate will need to 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 business information this week:

  • The SEC this week launched its 2023 examination priorities, which embody its new advertising and marketing rule, Reg BI, and complex investments
  • The Home of Representatives is contemplating laws that may broaden the definition of who qualifies as an accredited investor and is probably eyeing a task for monetary advisors to assist information shoppers enthusiastic about non-public investments

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

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

We even have plenty of articles on retirement planning:

  • A examine 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 very best place to reside

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

  • Why inner conferences could be unhealthy for each productiveness and worker wellbeing, and the way companies could make them higher
  • How one firm benefited from canceling all conferences for a whole week
  • Techniques companies can use to cut back the burden of conferences, from sending asynchronous movies to implementing ‘No-meeting Wednesdays’

Benefit from the ‘mild’ studying!

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