Breaking the Bank

Posted by Jerry Mee, CFP®

Apr 7, 2023

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In this episode, Jerry and Brendan sit down to discuss the recent collapse of SVB and the resulting banking crises. The two dig into how increasing rates and bond duration led to the collapse of the bank and tie it all back to how these lessons can be applied to the CFP exam.

The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee, CFP® is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance (BIF).

Topics: BIF Bites Podcast