The Three Wise CFP® Warriors

Posted by Adam Scherer, CFP®, MS

Oct 6, 2023

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Each CFP® Exam cycle Adam invites back former BIF Review students to share their own personal study experiences with the current group of BIF Review students that are actively preparing for the next upcoming Exam. We've decided to release a few of these recent conversations here as a BIF Bites podcast episode so that the broader CFP® community can listen in and benefit.

Amy Thorsen, CFP®, Jackie Cummings Koski, CFP®, MSPFP, AFC®, and Jeremy Pichette each serve up their own Top 3 Study Strategies list. The importance of a data-driven approach, how to use audio as a passive study supplement, and why overall wellness matters as much or more than your textbook materials all get touched upon during this insightful episode. Enjoy!


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.

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.


Topics: BIF Bites Podcast