Click here to cast your vote and help us crown a champion!
Here's a quick recap of the picks:
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Jerry |
Adam |
Mike |
General Principles
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- Calculator
- Behavioral Finance
- FDIC Insurance
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- Education Tax Credits
- Emergency Funds
- Monetary/Fiscal policy
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- Section 529 plans
- Steps in the financial planning process
- Housing ratios
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Insurance Planning
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- Different HO policy numbers
- Long-Term Care Insurance
- PAP Auto policy
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- Annuities
- MECs
- Umbrella Policies
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- HSA (surprise!)
- Taxation of disability income insurance benefits
- Section 1035 exchanges
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Investment Planning
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- Bond TVM calculations
- Treynor, Sharp, and Jenson ratios
- Options contracts and suitability
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- Distribution Curve
- Systematic/Unsystematic Risks
- Portfolio Design /Investment Allocations
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- EMH
- Efficient frontier
- Margin call
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Tax Planning
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- Above the line / Below the line deductions
- 1031 exchange
- Charitable Donations: types and deductions
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- Taxable Income
- Tax character/treatments
- Refundable/Non-Refundable Credits
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- Passive Activity Rules - Rental Real Estate Exception
- Personal Residence Sale Exclusion – Section 121
- Kiddie Tax
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Retirement Planning
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- Defined Benefit vs Defined Contribution
- NUA
- IRA contribution deduction rules
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- ISOs/NQSOs
- RMDs
- Self-Employment Tax
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- Roth distribution ordering
- Aggregation of elective deferrals
- Inherited IRA – 10 year rule
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Estate Planning
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- Power of attorney
- GSTT
- Lifetime gift/estate credit
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- Property Titling
- Annual Gift Exclusion
- ILITs
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- Gift of appreciated property
- Gift of loss property
- Step up in basis at death
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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.