Every exam cycle, roughly one-third of CFP® candidates leave the testing center without a passing score. Surprisingly, many of them aren't under-qualified...
Social Security is one of the most tested and misunderstood topics on the CFP® exam. In this...
Are you staring down the CFP® exam path and wondering if you're leaving yourself enough time?...
Discover a proven 90-day CFP® exam study plan. Learn what to expect during The BIF Review, explore...
Think through CFP® exam questions alongside Jerry, Tiffany, and Kaylee as they unpack real-world...
Feeling overwhelmed at the thought of the CFP® Exam? Our comprehensive CFP® Exam Guide will walk...
You survived the coursework. Your exam window is circled in red. Now comes the part nobody warns...
Passing the CFP® exam takes more than reading textbooks and highlighting notes. At some point, you...
What do fireworks, backyard parties, and financial planning have in common? More than you might...
Let's be honest: if passing the CFP® exam were as simple as reading a textbook cover to cover,...
You know it's out there waiting for you. Maybe it's a long way away, or maybe it's right around the...
Think you're CFP® exam ready? Put your knowledge to the test in Round 2 of our CFP® Trivia Showdown.
Many people assume financial planners spend their time choosing stocks or talking about retirement...
Think you're CFP® Exam ready? Time to prove it!
In this special trivia-style episode, Kaylee puts...
If you’ve started researching CFP® certification, chances are you’ve already fallen down the rabbit...
In this episode of BIF Bites, The BIF Crew explores effective ways to memorize information for the...
On this BIF Bites podcast episode, Jerry, Kaylee, and Tiffany sit down to discuss CFP Board's Code...
Earning your CERTIFIED FINANCIAL PLANNER® (CFP®) certification was a massive achievement. You...
As college costs climb and tax codes shift, clients rely on your expertise to maximize their wealth...
Stressing about tax planning? Jerry, Kaylee, and Tiffany are breaking down the One Big Beautiful...
Earning your CFP® certification marks a major milestone in your financial planning career, but...
Earning your CFP® certification can give your career the kickstart you’ve been wanting. More...
The financial advising profession is booming. More people want expert guidance to navigate tricky...
You've finished your CFP® Education (or maybe put your CPA license or other credential to work and...
Boston Institute of Finance (BIF), a Colibri Group organization, announced its acquisition of the...
In this St. Patrick's Day-themed episode of BIF Bites, Jerry Mee CFP®, CRC® and Kaylee Benting look...
Congratulations! You've completed the CFP® coursework gauntlet and aced your Capstone. Now you just...
You're ready to help clients meet financial goals, build wealth, save for retirement, and live...
Get ready for the CPA® Exam with another Questionpalooza! Jerry Mee, Kaylee Benting, and Tiffany...
Use this guide to supplement your CFP® Exam studying with BIF Bites podcasts! Use the interactive...
Thinking about becoming a CERTIFIED FINANCIAL PLANNER® (CFP®)? We totally think you should (note:...
Welcome to Questionpalooza: March 2026 edition! Test your knowledge with Jerry, Kaylee, and Tiffany...
So, you’re ready to take the plunge and become a CERTIFIED FINANCIAL PLANNER® professional?...
Adding credentials is generally a great career move. Those letters after your name prove expertise...
Jerry and Kaylee welcome Tiffany Guy to the BIF Crew in this episode of The BIF Bites podcast. In...
Having CFP® marks after your name is the financial planning credential equivalent to having a big,...
Jerry and Kaylee are diving into the essential business accounting methods and inventory valuation...
Financial services like investment advice, estate planning, and financial coaching are converging...
Taking the CFP® Exam is a major step in your financial planning career. It’s the culmination of...
In this episode of BIF Bites, Jerry and Kaylee sit down to talk about the difference between...
Your CPA license already opens a lot of doors in the accounting and finance profession, which is...
You’re on the fence about getting your CFP® certification. The months of coursework, the exam, the...
The “One Big Beautiful Bill” is officially here, and there’s a lot in it that can affect your...
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Planning on pursuing the Certified Financial Planner® (CFP®) designation? An excellent decision...
Changes always accompany a new year, and yes, this includes the 2026 CFP® Exam. While you won't see...
What happens when an elementary school teacher switches lesson plans for tax plans? In this episode...
If you’re behind on your fables, basically, the ant spent all summer working to store food and...
Earning the CERTIFIED FINANCIAL PLANNER® (CFP®) certification is like getting your black belt in...
You're ready for a career change, and you've got your eye on financial services. Maybe you want a...
Say goodbye to Mr. Lincoln! The U.S. Treasury is officially pulling the plug on penny production,...
You’ve passed the CFP® Exam, proven your excellence in financial planning, and earned your clients’...
(Sing to the tune of “Let It Snow”)
Oh, the weather outside is frightful, but tax planning is so...
If you're hung up on estate trusts, this episode of BIF Bites podcast is for you. Jerry Mee, CFP®...
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All that's standing between you and your CFP® marks is passing the Exam. You're ready to get it...
In this episode of the BIF Bites podcast, Jerry Mee and Adam Scherer are joined by the newest...
You're ready to become a CERTIFIED FINANCIAL PLANNER® (an excellent decision, by the way). Now, you...
Wouldn't it be nice to have a crystal ball that lets you see exactly where the economy is going?...
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BIF Instructor Jerry Mee, CFP®, CRC® is devoting this episode of the BIF Bites Podcast to viatical...
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You’ve spent months on the CFP® Education (maybe years) and another few months studying, grinding...
In this episode of BIF Bites, the newest member of the BIF Crew, Kaylee Benting, sits down with...
The CFP® Exam does test your knowledge of financial formulas and calculations, so you’ll need to...
Wouldn’t it make our lives as financial planners easier if the four phases of the business cycle...
Whether you win the lottery, a long-lost relative leaves you their entire fortune, or you dig up a...
How familiar are you with the IRS' Related Use Rule? In this episode of the BIF Bites podcast,...
It's 1968. The times, they were a-changin'. Societal norms and views were shifting, and the youth...
Are you looking to boost your career in financial planning or make the shift from banking or...
You already know that CFP® certification is the globally-recognized gold standard in financial...
To help you get ready for the CFP® Exam, we're going back through our archives to share practice...
Ready to test your knowledge of investment planning? We've collected some CFP® Exam practice...
The BIF Crew is going back through our archives, and we put together some practice questions for...
Test your knowledge! We rounded up some insurance planning practice questions to help you get ready...
We rounded up some CFP® practice questions on tax planning to help you test your knowledge. Give...
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After all the studying and stress, you did it —you passed the CFP® Exam! We hope you got to...
Two roads diverge in the wood, and the one you travel will make all the difference.
Like Robert...
Join Jerry and Adam for this six-part Question Palooza podcast series where they talk about the top...
You entered your final answer on the CFP® Exam and had just enough time to get your hopes up before...
While there’s no part of the CFP® Exam students are excited about (except passing, that is!), folks...
ESG investing is a hot topic, kind of like AI. It seems like it's everywhere, but is it a flash in...
If you're sweating case studies on the CFP® Exam, don't worry! Jerry and Adam sit down to talk...
In this episode of BIF Bites, Jerry and Adam sit down to talk about business cycles and economic...
After months of coursework and exam prep you did it—you are now an official CERTIFIED FINANCIAL...
Buy Now, Pay Later (BNPL) plans are marketed as zero-interest, bite-sized payment options, but BIF...
Depreciation is the systematic allocation of the cost of a...
A wash sale results when an investor sells a security at a loss, then either...
CERTIFIED FINANCIAL PLANNERS® are renowned for their deep subject matter expertise and effective...
Okay, you’ve finished your CFP® Education and now, you’re getting started with CFP® test...
If you’re considering earning yourCFP® certification, one of the factors probably influencing your...
Colibri Group ("Colibri") is a professional education company offering flexible online and...