CFP® Resources

A Complete Guide to the CFP® Certification Exam

A Complete Guide to the CFP® Certification Exam

Having a CFP® certification is considered the gold standard in financial planning and is recognized globally in the financial services and planning...

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Home Is Where The Heart Is

Home Is Where The Heart Is

Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his experience of shopping for a home from both a buyer's perspective and also a CFP’s perspective.
CFP® Questions & Misconceptions: Insurance Planning

CFP® Questions & Misconceptions: Insurance Planning

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review.
CFP® Certification Requirements | BIF

CFP® Certification Requirements | BIF

The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is the only globally recognized credential...

A Complete Guide to the CFP® Certification Exam

A Complete Guide to the CFP® Certification Exam

Having a CFP® certification is considered the gold standard in financial planning and is recognized...

CERTIFIED FINANCIAL PLANNER™ Salary Insights | BIF

CERTIFIED FINANCIAL PLANNER™ Salary Insights | BIF

If you’re a CERTIFIED FINANCIAL PLANNERTM, or wondering if this credential is right for you, you...

Maintaining Your Certification with CFP® Continuing Education

Maintaining Your Certification with CFP® Continuing Education

CERTIFIED FINANCIAL PLANNERSTM are renowned for their deep subject matter expertise and effective...

CFP Test Preparation Tips | BIF

CFP Test Preparation Tips | BIF

Okay, you’ve finished your CFP® Education and now, you’re getting started with CFP® test...

CFP Opportunities: 4 Career Options After You Earn Your Certification

CFP Opportunities: 4 Career Options After You Earn Your Certification

Becoming a CERTIFIED FINANCIAL PLANNER™ gives you more earning potential and career...

Benefits of a CERTIFIED FINANCIAL PLANNER™ Certification

Benefits of a CERTIFIED FINANCIAL PLANNER™ Certification

The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification sets the benchmark for quality in financial...

A Guide to CFP® Certification | BIF

A Guide to CFP® Certification | BIF

If you work in financial services, banking, or accounting, earning your CERTIFIED FINANCIAL PLANNER...

The Room Where It Happens

The Room Where It Happens

In this episode of BIF Bites, we're diving into the essential details every Candidate for CFP® Certification needs to know about the Prometric Testing Center.
How to Insure the Uninsurable

How to Insure the Uninsurable

In this episode, Jerry takes a look at the insurance situation surrounding the California wildfires and the CFP lessons that can be taken away from it.
Riffing on Tariffs!

Riffing on Tariffs!

In this week's episode, Jerry goes through a breakdown of Tariffs. What they are, their history, and an unbiased breakdown of their pros and cons.
Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings

Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings

Join us for an insightful episode of the BIF Bites Podcast as we dive into estate planning with our NEW BIF/Bryant CFP® Instructor, Jennifer Belmont Jennings, a practicing attorney and CFP® Professional.
Episode 100! Question Palooza (November 2024)

Episode 100! Question Palooza (November 2024)

Jerry and Adam celebrate the 100th BIF Bites Podcast episode (woohoo!!) with everyone’s favorite segment...The BIF Bites CFP® Exam Question Palooza!
Financial Calculator FAQ

Financial Calculator FAQ

This week, Jerry shares some really important tips and answer all those pressing questions you have about the financial calculator and nailing your CFP exam. Make sure to tune in so you are prepared on your big day!
THE CFP® Exam Question Breakdown Checklist!

THE CFP® Exam Question Breakdown Checklist!

In this episode, Adam shares a valuable resource for candidates preparing for the CFP® Exam.
A Very CFP Wedding

A Very CFP Wedding

In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.
The Great Content Caper

The Great Content Caper

In this thrilling episode of BIF Bites, BIF Crew super-sleuth Adam dives into a gripping case of academic intrigue.
The BIF Crew Dissects 1983's Trading Places

The BIF Crew Dissects 1983's Trading Places

On this BIF Bites episode, Jerry goes back to the movies this week to explore the 1983 comedy classic Trading Places.
New BIF Content Partner: Financial Psychology Institute!

New BIF Content Partner: Financial Psychology Institute!

On this BIF Bites episode Adam welcomes Dr. Charles Chaffin from the Financial Psychology Institute to chat about a new partnership for BIF!
CFP Board's Most Wanted.

CFP Board's Most Wanted.

In this week’s episode, Jerry and Adam go through the CFP Board Case Histories, a database that includes information about orders issued by the Disciplinary and Ethics Commission (DEC).
It is Christmas In July!

It is Christmas In July!

In this episode, Jerry goes over the valuable lessons on cash value life insurance that we can learn from the classic holiday movie It’s a Wonderful Life.
July 2024 CFP Exam Question Palooza!

July 2024 CFP Exam Question Palooza!

Jerry and Adam serve up a few last-minute practice reps for July CFP Exam takers with a fresh version of the classic BIF Bites Question Palooza.
CFP® Exam Hot Takes!

CFP® Exam Hot Takes!

This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records.
Introducing a new BIF Content Partner... fpPathfinder!

Introducing a new BIF Content Partner... fpPathfinder!

We are extremely excited to announce BIF's new partnership with fpPathfinder!
When Can Super Mario Retire?

When Can Super Mario Retire?

In this episode, Jerry walks through a theoretical retirement plan using everyone’s favorite video game plumber, Super Mario, as a case study.
Mike hates IRMAA!

Mike hates IRMAA!

We can't be friends with everyone... Jerry Seinfeld hates Newman... Mike Long hates IRMAA. Listen in to hear why.
Currency Exchanges: A Financial Travelogue

Currency Exchanges: A Financial Travelogue

In this week’s episode, the BIF Crew discusses the workings of international currency exchange using Adam's recent trip to Iceland as an example.
What to Do If You Win the Lottery?

What to Do If You Win the Lottery?

Listen in as Jerry covers all of the financial planning considerations that go along with winning the lottery or other large unexpected windfall.
The Great Crypto Debate

The Great Crypto Debate

Jerry views cryptocurrency as the future currency in the global economy and a high-risk/high-reward store of value that, if handled properly, could lead to large portfolio gains.
CFP® Exam Question Palooza (March 2024)

CFP® Exam Question Palooza (March 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 exam questions and discuss how they would approach answering each one.
CFP® Questions & Misconceptions: Financial Calculator

CFP® Questions & Misconceptions: Financial Calculator

Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review.
Young vs. Experienced: The 2 Types of CFP Students

Young vs. Experienced: The 2 Types of CFP Students

Mike, Jerry, and Adam sit down to discuss the strengths and weaknesses of the two types of CFP students, those brand new to the industry, and those with several years of experience.
CFP® Questions & Misconceptions: General Principles

CFP® Questions & Misconceptions: General Principles

Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review.
CFP® Questions & Misconceptions: Estate Planning

CFP® Questions & Misconceptions: Estate Planning

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review.
The Collector's Guide: Tax Savvy Strategies

The Collector's Guide: Tax Savvy Strategies

In this episode, Adam and Jerry talk about COLLECTIBLES. There are special rules governing the tax treatment of collectibles held for investment purposes that you need to know.
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