November 2019: Behavioral Finance with Guest Host Brendan Flaherty

Posted by Jerry Mee, CFP®

Nov 1, 2019

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Jerry and Mike invite Bryant's CFP® Program Director and Financial Advisor, Brendan Flaherty, CFP®, CIMA®, on the podcast to discuss CFP® Board's Education Requirement and common behavioral finance biases and pitfalls.

Here is the Performance Measures Practice Question that Jerry, Mike and Brendan cover during the episode.

 

 

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 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.

Mike Long, CFP®, ChFC®, CLU® is the 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 38 years.

Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also Bryant's CFP® Program Director for The Boston Institute of Finance.

The Boston Institute of Finance (BIF) seeks to provide the best possible educational experience for each and every one of its students. We are educators that specialize in building industry-leading online programs. Our CFP® curriculum was first to fully satisfy the CFP® Education requirement 100% online.

 

Topics: BIF Bites Podcast