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, “the whole lot is on the desk” in the case of the group’s introduced competency requirements assessment. Amongst others, one notable merchandise that might 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 trade information this week:

  • The SEC this week launched its 2023 examination priorities, which embrace 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 job for monetary advisors to assist information shoppers fascinated about non-public investments

From there, we’ve got a number of articles on observe administration:

  • A structured strategy 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 modifications

We even have a variety of articles on retirement planning:

  • A research has discovered that retirement can result in cognitive impairment, probably as the results of lowered 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 one of the best place to dwell

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

  • Why inside conferences might 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 cut back the burden of conferences, from sending asynchronous movies to implementing ‘No-meeting Wednesdays’

Benefit from the ‘gentle’ studying!

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