Saturday, December 9, 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 response to CFP Board leaders, “every little thing 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 will need to have attained not less than a bachelor’s diploma, which some observers have urged 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 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 job for monetary advisors to assist information purchasers keen on non-public investments

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

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

We even have quite a few articles on retirement planning:

  • A research has discovered that retirement can result in cognitive impairment, presumably as the results of decreased social engagement
  • Why professionals would possibly contemplate 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 may be dangerous for each productiveness and worker wellbeing, and the way companies could make them higher
  • How one firm benefited from canceling all conferences for a complete week
  • Ways companies can use to cut back the burden of conferences, from sending asynchronous movies to implementing ‘No-meeting Wednesdays’

Benefit from the ‘mild’ studying!

Learn Extra…

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