CFP® Questions & Misconceptions: Investment Planning

Posted by Jerry Mee, CFP®

Nov 24, 2023

Subscribe and Listen on Mobile
Apple Podcasts | Google Podcasts | Stitcher | Spotify

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion.

Jerry continues the solo series this week covering the biggest misunderstandings students run across in the Investment Planning coursework.

Listen in for CFP® enlightenment.


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.

Topics: BIF Bites Podcast