THE BIF REVIEW
Proven CFP® Exam Prep for Exam Day Success
- Progressive Training |
- 8-Week Study Structure |
- Scientifically Informed
Two Paths. 8 Weeks. One Goal.
Both BIF Review programs are built around our proven Progressive 8-Week Schedule, combining study materials, video lessons, practice questions, and more into a structured review experience designed to help you prepare for the CFP® Exam.
The Premium package includes everything in Core plus live instruction, exam simulations, advanced strategy modules, a private student community, and one Premium BIF Review retake.
| MOST POPULAR | ||
BIF Review Features |
Premium$1,795Enroll |
Core$995Enroll |
| Comprehensive Study Materials
3 books + online access
|
✓ | ✓ |
| Progressive Video Lessons
Released across the 8-Week Schedule
|
✓ | ✓ |
| Pre-Study Assessment Quiz
Benchmark your starting point
|
✓ | ✓ |
| Exam Prep Question Banks
2,400+ CFP® practice questions
|
✓ | ✓ |
| Study Support Sessions Instructor-Led
Apply concepts to cases (Mondays)
|
✓ | ✓ |
| BIF Flashcards
660 digital flashcards
|
✓ | ✓ |
| Deep Dive Sessions Instructor-Led
Master highly testable topics (Tuesdays)
|
✓ | — |
| Question Breakdown JAM Sessions Instructor-Led
Practice CFP® Exam-style questions (Thursdays)
|
✓ | — |
| BIF Mock Exam
Full-length CFP® Exam simulation
|
✓ | — |
| Formula Sheet Strategies
Use the formula sheet confidently
|
✓ | — |
| Case Study Strategies
Approach case studies confidently
|
✓ | — |
| BIF Online Student Community Instructor-Led
Find study partners and support
|
✓ | — |
| One Premium BIF Review Retake
Included if you need it
|
✓ | — |
| MOST POPULAR | ||
| Features |
Premium BIF Review
Enroll Now |
Core BIF Review
Enroll Now |
| Exam Prep Materials | ✓ | ✓ |
| Online Classroom Lectures | ✓ | ✓ |
| Weekly Instructor-Led Mini Sessions | ✓ | ✓ |
| Instructor-Led Study Support Sessions | ✓ | ✓ |
| 1,600+ Practice Questions | ✓ | ✓ |
| 700+ BIF Flashcards | ✓ | ✓ |
| Live Question Breakdown (JAM) Sessions | ✓ | — |
| Deep Dive Sessions | ✓ | — |
| Online Student Community | ✓ | — |
| BIF Mock Exam NEW | ✓ | — |
| Case Study Strategies NEW | ✓ | — |
| Formula Sheet Mastery | ✓ | — |
| One Premium BIF Review Retake | ✓ | — |
Enroll Now |
Enroll Now |
|
Your BIF Review Journey: Enrollment to Exam Day
Every BIF Review follows the same four phases. Choose your cohort to see what happens and when.
Hear It from the BIF Crew
Four phases, four guides. Ninety seconds each.
Award-Winning BIF Bites Podcast
A free study resource for all BIF students. Included with Premium & Core, and exclusive to BIF.
Unsuccessful On Your Last CFP® Exam Attempt?
Retaker Plus is built just for you — a comprehensive program that goes beyond review materials to help you rebuild confidence, sharpen your strategy, and tackle the exam with a fresh mindset.
How Does The BIF Review Lead to CFP® Exam Success?
Active CFP® Instructors
Learn from practicing CFP® professionals who know what it takes to pass the exam.
Exam-Focused Preparation
Study the concepts that matter most with content continuously refined for the latest CFP® exam changes.
Flexible Study Experience
Study your way with videos, podcasts, Jam Sessions, and practice tools that fit your learning style.
Support Every Step
From onboarding through exam day, you'll have dedicated support, expert instructors, and a community behind you.
"The structure was exactly what I needed — focused and direct, with none of the extra fluff you don't actually need to pass. I used BIF material exclusively and passed, and I think that says a lot about how thorough the review program really is."
Anthony S.
"Jerry Mee and the Deep Dive and JAM sessions made all the difference for me. Every single week I'd walk away with one concept finally clicking that had been fuzzy before. He explains things in a way that works no matter your starting point, and honestly, he made studying fun."
Michael W.
"I've always tested well, but the pressure of finally getting this exam done was real, since studying took time away from my clients. By the time I hit the first section, I knew I'd pass — BIF's material actually prepared me for more rigor than the real exam threw at me."
Tyler B.
"I looked at my options and chose BIF because it offered the best value for the money — there are more expensive programs out there, but I got what I needed without overpaying for it."
Robert M.
Supplemental CFP® Exam Prep Resources
Financial Calculations Mini-course & QBank
$295
-
Video lessons covering 16 essential CFP® calculations
-
Step-by-step walkthroughs for every calculation type
-
750+ practice questions to build speed and accuracy
-
Support for both HP 12C and HP 10bII+ calculators
The BIF Review Mock Exam
$249
- Performance analysis across every principal knowledge area
- Detailed review of all 170 questions with answer rationales
- Personalized insights to uncover knowledge gaps
- Targeted recommendations for final exam preparation
The BIF Review FAQ
What is The BIF Review?
The BIF Review is a comprehensive CFP® exam preparation program designed to help candidates build confidence, reinforce key concepts, and prepare effectively for exam day through expert instruction, practice questions, mock exams, and structured study resources.
When Should I Enroll in The BIF Review?
Most candidates enroll approximately 90 days before their CFP® exam window. This allows enough time to complete the full review program, participate in live sessions, and take advantage of practice exams and study resources.
Who Teaches The BIF Review?
The BIF Review is led by experienced CFP® professionals who actively work in the financial planning industry. Our instructors combine real-world expertise with years of CFP® exam preparation experience to help candidates focus on what matters most.
You can learn more about our instructors here.
What Resources Are Included in The BIF Review?
The program includes live instruction, on-demand lectures, a comprehensive QBank, CFP® case studies, financial calculator training, flashcards, a full-length mock exam, study schedules, and additional support resources designed to reinforce learning throughout the review period.
How is The BIF Review Different From Other CFP® Exam Prep Programs?
The BIF Review combines expert-led instruction, a structured 90-day study approach, proven learning methodologies, and exam-focused content designed specifically around CFP® exam-tested concepts. Candidates also benefit from access to practicing CFP® professionals who understand both the exam and the profession.
What Happens If I Need Additional Support During My Studies?
The BIF Review is designed to provide support throughout your preparation journey. In addition to live instruction, you'll have access to instructor guidance, review sessions, practice resources, and a dedicated team committed to helping you stay on track and address challenging topics.
Does The BIF Review Include a Practice Exam?
Yes. The BIF Review includes a full-length mock exam designed to simulate the CFP® exam experience. You'll receive detailed performance insights, identify knowledge gaps, and gain a clearer understanding of where to focus your final preparation efforts before exam day.
See How The BIF Review Works For You
Try The BIF Review Free
Sign up for a 30-day free demo of The BIF Review, and see firsthand how our CFP® Exam Prep courses and materials get you ready to pass the exam with confidence!