CFP Snake Draft: Cast Your Vote!

Posted by Jerry Mee, CFP®

Oct 27, 2023

Click here to cast your vote and help us crown a champion!

Here's a quick recap of the picks:

  Jerry Adam Mike

General Principles

  • Calculator
  • Behavioral Finance
  • FDIC Insurance
  • Education Tax Credits
  • Emergency Funds
  • Monetary/Fiscal policy
  • Section 529 plans
  • Steps in the financial planning process
  • Housing ratios

Insurance Planning

  • Different HO policy numbers
  • Long-Term Care Insurance
  • PAP Auto policy
  • Annuities
  • MECs
  • Umbrella Policies
  • HSA (surprise!)
  • Taxation of disability income insurance benefits
  • Section 1035 exchanges

Investment Planning

  • Bond TVM calculations
  • Treynor, Sharp, and Jenson ratios
  • Options contracts and suitability
  • Distribution Curve
  • Systematic/Unsystematic Risks
  • Portfolio Design /Investment Allocations
  • EMH
  • Efficient frontier
  • Margin call

Tax Planning

  • Above the line / Below the line deductions
  • 1031 exchange
  • Charitable Donations: types and deductions
  • Taxable Income
  • Tax character/treatments
  • Refundable/Non-Refundable Credits
  • Passive Activity Rules - Rental Real Estate Exception
  • Personal Residence Sale Exclusion – Section 121
  • Kiddie Tax

Retirement Planning

  • Defined Benefit vs Defined Contribution
  • NUA
  • IRA contribution deduction rules
  • ISOs/NQSOs
  • RMDs
  • Self-Employment Tax
  • Roth distribution ordering
  • Aggregation of elective deferrals
  • Inherited IRA – 10 year rule

Estate Planning

  • Power of attorney
  • GSTT
  • Lifetime gift/estate credit
  • Property Titling
  • Annual Gift Exclusion
  • ILITs
  • Gift of appreciated property
  • Gift of loss property
  • Step up in basis at death


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.


Topics: BIF Bites Podcast