Sunday, May 28, 2023

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 line with CFP Board leaders, “the whole lot is on the desk” on the subject of the group’s introduced competency requirements overview. Amongst others, one notable merchandise that may very well be reviewed is the present certification requirement {that a} candidate will need to have attained at the least a bachelor’s diploma, which some observers have advised 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 and marketing 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 task for monetary advisors to assist information purchasers enthusiastic about non-public investments

From there, we’ve got a number of articles on follow 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 adjustments

We even have a lot of articles on retirement planning:

  • A examine has discovered that retirement can result in cognitive impairment, probably as the results of lowered social engagement
  • Why professionals may 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 ultimate articles, all about conferences:

  • Why inside conferences could be unhealthy 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!

Learn Extra…


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