CFP® Certification: The Experience Requirement
Listen in to hear Jerry and Adam discuss some unconventional ways that BIF students have satisfied CFP® Board's Experience...
WELCOME TO
The BIF Bites weekly podcast covers topics that are important to those seeking CFP certification and really anyone who wants to better understand the financial services industry in general.
January 01, 2022
Listen in to hear Jerry and Adam discuss some unconventional ways that BIF students have satisfied CFP® Board's Experience...
December 31, 2021
Shirley recently sat down with us to share her inspirational BIF CFP Success Story that's filled with perseverance and...
December 30, 2021
Mike and Adam Brendan discuss Roth IRA distributions in detail. Mike shares his stop light trick, which has helped many of his...
December 15, 2021
Adam and Brendan discuss the different behavioral biases exhibited by each American generation.
December 01, 2021
The Boston Institute of Finance (BIF) believe that progressive training can and does lead to success on CFP Exam day.
November 24, 2021
Mike and Jerry consider the role of Spousal IRAs in light of the "great resignation."
October 15, 2021
Adam and Jerry discuss the 3-step approach used for college funding calculations. This same approach is used whenever someone...
September 23, 2021
Adam and Brendan discuss the importance of holding steady and sticking to the plan regardless of what the market is doing...
September 17, 2021
So that old stock finally paid a dividend. How much is the tax man gonna get you for? The BIF guys discuss.
August 16, 2021
CFP® Practice Question on Inflation.