May 2020: A conversation with CFP® Board's John Loper
The education, examination and experience requirements all fall under John Loper's purview as Managing Director of Professional...
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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.
May 01, 2020
The education, examination and experience requirements all fall under John Loper's purview as Managing Director of Professional...
May 01, 2020
The SECURE Act is the largest and most comprehensive update to the CFP® Exam material in some time. Mike and Jerry cover...
April 01, 2020
The gang tackles several timely topics in this month's episode... The CARE Act, Working from Home and refundable vs. nonrefundable...
March 03, 2020
This video discusses the multiple overlapping rules and limits on deductions for charitable donations.
March 02, 2020
Jerry, Mike, and Brendan sit down to cover their favorite test taking tips in this "bonus" episode of BIF Bites.
March 01, 2020
In this episode the BIF Bites team walks down market memory lane and examines bear markets from the past 100 years.
February 01, 2020
Jerry, Mike, and Brendan tackle six Exam-type questions (one from each core subject area) in this special “pre-Exam” episode.
January 01, 2020
In this episode Jerry, Mike, and Brendan discuss how the new SECURE Act will impact both clients and financial advisors.
December 11, 2019
In this video we demonstrate calculations and keystrokes for determining the standard deviation of a two asset portfolio.
December 01, 2019
In this episode Mike, Jerry and Brendan cover end of year financial planning topics such as tax loss harvesting, wash sales and...