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Weekend Reading For Financial Planners (November 2–3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

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Weekend Reading For Financial Planners (April 29-30) 2023

Nerd's Eye View

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

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Personal finance links: ignoring the lottery

Abnormal Returns

msn.com) New year Ten words for 2023 including 'Simplify.' bestinterest.blog) The return on certificates of deposit are once again worth a look. (genyplanning.com) Why you should choose simplicity over complexity: the case against FSAs. abnormalreturns.com) This startup site is designed to provide people with information about divorce.

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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements. Read More.

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Weekend Reading For Financial Planners (Feb 11-12)

Nerd's Eye View

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

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Meet the First Wave of XYPN LIVE 2023 Speakers!

XY Planning Network

ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. The XYPN LIVE 2022 conference earned a Choir Score of 81, resulting in a Silver Choir Certification for our diverse and inclusive lineup of speakers on the LIVE stage.

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Research links: effective ETF strategies

Abnormal Returns

Quant stuff Sign up for free for the 2023 edition of the Democratize Quant conference. alphaarchitect.com) The CFA Institute has created a separate Data Science for Investment Professionals Certificate. institutionalinvestor.com) Research How to use ChatGPT to summarize financial disclosures.