Innovative Team Instruction + Concise, High Quality Materials = Exam Day Success
Team Instruction
Each BIF instructor has unique strengths. We teach as a team to create a truly dynamic classroom experience. No boring lectures here.
Concise Materials
Created by the BIF Crew to support all types of learners. Our pages are packed with colorful graphics that cut to the chase.
The Right Level
BIF does not waste time pushing beyond the scope of the Exam. We are laser-focused on the right topics, at the right level.
Maximize Retention
Concise materials clarify key concepts that are then reinforced through dynamic instruction from the BIF Crew.
The BIF Review (Core)
Self-study materials for experienced advisors.
$995
Exam Prep Materials (3 books & online access)
Online Classroom Lectures. Released weekly in batches throughout the 8-week schedule. Our progressive approach maximizes long-term knowledge retention.
Instructor-led Mini-Sessions held mid-day periodically throughout the 8-week schedule.
Comprehensive, guided preparation experience to maximize chances of success on the CFP® Exam.
$1795
Exam Prep Materials (3 books & online access)
Online Classroom Lectures. Released weekly in batches throughout the 8-week schedule. Our progressive approach maximizes long-term knowledge retention.
Instructor-led Mini-Sessions held mid-day periodically throughout the 8-week schedule.
Question Breakdown “JAM” Sessions. Held every Thursday for 8 weeks. Learn how to take the Exam w/ the BIF Crew.
"Deep Dive" Sessions on Highly Testable Topics. Held every Tuesday for 8 weeks. Topics include Tax Deductions, Options/Hedging, Behavioral Biases, and more.
BIF's Mock Exam (170 Exam-level questions)
BIF's Formula Sheet Strategies
BIF's Case Study Strategies
Access to BIF's Online Student Community
One Premium BIF Review retake
THE BIF REVIEW METHOD
Progressive Training Leads to Exam Day Success.
From Adam's blog...
"People say the CFP Exam is the marathon of tests. We get the analogy. CFP curriculum covers a lot of ground. So do marathons. My team at BIF likes to take this analogy a step further. We believe that progressive training can and does lead to success on both race day and on CFP Exam day."
WHAT BIF REVIEW STUDENTS ARE SAYING...
"I have been especially impressed with the responsiveness of the team."
I have been very pleased with the BIF Crew. Their study materials and education process has made the experience enjoyable/manageable. I have been especially impressed with the responsiveness of the team. The instructors are committed to helping students pass and seem to dedicate much more time than I paid for. I also used BIF for my education requirement and was a fan of the self-paced study option. I like the boutique/personalized feel of this study program.
Like anything you need to put the work in, but having great coaches that care and have a vested interest in our success is extremely valuable.
Justin M.
California
"Each instructor specializes in a different CFP® area."
I am close to finishing up the BIF Review. I would highly recommend the program to prospective test-takers or re-takers. You get direct access to 3 CFP® professionals (Adam, Brendan, and Mike) who are extremely hands-on and extremely available to you. Each instructor specializes in a different CFP® area.
The course itself is spread out over 10 weeks, which allows the proper time needed to absorb all of the information necessary to be successful and feel confident going into the Exam. You are provided textbooks and online materials that provide questions, formula sheet guidance and more. I highly recommend this course!
Danny W.
Rhode Island
“The materials are so well done - highlighting the most important details.”
Between BIF’s CFP Education and The BIF Review - I know that I could not be more prepared to face this exam!
Brendan, Adam, Mike and Jerry each have a different specialty giving you access to someone who really knows the ins and outs of each of the focus areas. The amount of time and effort put into developing and implementing this program is impressive - not sure how they do it! The materials are so well done - highlighting the most important details, but also inspiring you to look deeper into things and seek an even better understanding than the test may require, but the job may necessitate.
What if you have a question or don't understand something? If you post a question in the online community, it's answered within minutes. If you email a question, it's answered within minutes. If you want to talk to one of them? NO PROBLEM - schedule a time to talk about a question. I can't imagine any other program provides access to such individualized instruction.
The BIF Review was definitely the BEST choice I could have made!
