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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, “all the pieces is on the desk” relating to the group’s introduced competency requirements evaluation. 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 recommended 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 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 task for monetary advisors to assist information purchasers inquisitive about non-public investments
From there, we have now a number of articles on apply 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 adjustments
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 decreased 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 dwell
We wrap up with three last articles, all about conferences:
- Why inside conferences will 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
- 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!
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