July 2024 CFP Exam Question Palooza!
Jerry and Adam serve up a few last-minute practice reps for July Exam takers with a fresh version of the classic BIF Bites...
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The BIF Bites weekly podcast covers topics that are important to those seeking CFP certification and really anyone who wants to better understand the financial services industry in general.
July 05, 2024
Jerry and Adam serve up a few last-minute practice reps for July Exam takers with a fresh version of the classic BIF Bites...
June 21, 2024
Listen up as Adam delivers five sizzling-hot CFP® Exam takes that will guide your homestretch studies and keep it 100% as you head...
June 07, 2024
We are excited to announce a new partnership with fpPathfinder, a renowned institution for financial education and professional...
March 22, 2024
Jerry views cryptocurrency as the future currency in the global economy and a high-risk/high-reward store of value that, if...
March 08, 2024
Question palooza is back, this time with double the action and double the fun! Jerry and Adam round out a baker's dozen of CFP...
January 02, 2024
Today Adam wraps up this popular mini-series with some common misconceptions in Estate Planning.
November 17, 2023
This week, Adam delivers some tax fact-checks! He covers AGI v. taxable income, capital gains & tax rates, MAGI, business...
November 10, 2023
Mike, Jerry, and Adam recorded this important roundtable discussion to support all who fell short of the ‘Preliminary Pass’ on...
November 03, 2023
Jerry and Adam sit down with financial advisor and financial content producer Anthony Ruffalo to discuss content and social media...
October 27, 2023
It's the final round of our inaugural BIF Bites CFP Snake Draft. A champion will be crowned soon. To cast your vote please head...