Gene's Path to CFP Exam Success

Posted by Jerry Mee, CFP®

Mar 31, 2023

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In this episode, Jerry sits down with BIF grad Gene Witt to discuss his recent success on the CFP Exam. They cover the process of requesting additional accommodations from CFP Board as well as study tips and tricks for students with a wide range of learning disabilities.

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