Mike, Jerry, and Adam recorded this important roundtable discussion to support all who fell short of the ‘Preliminary Pass’ on their recent CFP® exam.
The BIF Crew shares common retaker pitfalls, best practices, strategies for interpreting results, and the importance of self-reflection before diving into another CFP® exam cycle.
“What is delayed is not denied.” – Dawn Staley
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.
Adam Scherer, CFP®, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Co-Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 40 years.