Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that based on CFP Board leaders, “every part is on the desk” relating to the group’s introduced competency requirements evaluation. 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 prompt 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 embody its new advertising and marketing rule, Reg BI, and sophisticated 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 purchasers all for non-public investments
From there, now we have a number of articles on observe 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 staff
- How companies 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, presumably as the results of lowered social engagement
- Why professionals may contemplate taking a number of mini-retirements all through their careers
- A easy rule that may assist people select one of the best place to stay
We wrap up with three closing articles, all about conferences:
- Why inside conferences may 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 complete week
- Techniques companies can use to cut back the burden of conferences, from sending asynchronous movies to implementing ‘No-meeting Wednesdays’
Benefit from the ‘gentle’ studying!