September / October 2020: The Future of Our Industry
2020 has forced financial advisors to work differently. What are the pros and cons of WFH? Listen in as we discuss potential new...
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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.
October 15, 2020
2020 has forced financial advisors to work differently. What are the pros and cons of WFH? Listen in as we discuss potential new...
August 01, 2020
CFP® Practice Question on COBRA.
August 01, 2020
CFP® Practice Question on Mortgage Ratios.
August 01, 2020
CFP® Practice Question on Social Security Integration.
August 01, 2020
This month we start with a quick run down of basic CFP® Exam-style questions. Brendan and Mike then catch up with a former Bryant...
July 28, 2020
On this month's episode the crew dives into economic policy. The focus then shifts to Reg BI, which just went into effect.
July 01, 2020
CFP® Practice Question on Economic Policy.
June 29, 2020
CFP® Practice Question on Investment Suitability.
June 03, 2020
This video discusses the covariance formula which is found on CFP Board's provided formula sheet.
June 01, 2020
The conversation then moves to behavioral finance, ESG investing and why acting in the best interest of your clients and partners...