How Does The BIF Review Lead to CFP® Exam Success?
Industry Leading
125% growth in 5 years while maintaining our high pass rates.
Scientifically Driven
Our Progressive Training Method leverages proven instruction methods to maximize retention and developed our pioneering, team-based approach used in our online classroom sessions.
Convenient and Flexible
Whether you prefer streamlined, self-guided CFP® Exam prep or want a more rigorous, instructor- led option, we have the level of preparation you need in a convenient, fully online format.
Premium, Exam-Focused Content
We designed The BIF Review to focus solely on CFP® exam-tested topics at the level they’re tested, so you’re studying exactly what you need to know to pass the exam.
Connect with an Advisor
Connect with a student advisor and learn more about our CFP® Exam Prep and how we get you ready to pass the CFP® Exam!
Meet the BIF Crew... Your CFP® Exam Prep Dream Team!
Jerry Mee, CFP®, CRC®
BIF Review CFP® Instructor and Mentor, BIF Bites Podcast Host
Jerry Mee, CFP®, CRC®, is the Curriculum & Instruction Coordinator at BIF and host of the BIF Bites Podcast. He graduated from Clark University with a double major in international relations and jazz guitar, then entered the world of finance at Fidelity Investments’ international trades desk in 2012 before moving on to a small boutique firm. In 2018, he moved from client services to financial education when he switched to teaching full-time with BIF.
Recognized as Kitces 2026 Top Financial Education Podcast Host, Jerry is passionate about teaching, especially supporting students through their CFP® journey. He resides in New Hampshire and enjoys hiking, fishing, and spending time outdoors with his wife and dog.
Jerry’s role at BIF
- Curriculum & Instruction Coordinator
- Instructor, Insurance Planning & Risk Management
- Instructor, Financial Planning Capstone
- Instructor, The BIF Review
- Host, BIF Bites Podcast
- BA, international relations: Clark University
- BA, jazz guitar: Clark University
Education
Awards and recognition
Kitces 2026 Top Financial Education Podcast Host
What’s your favorite thing about BIF?
By far the students! I have met some amazing people over the years, many of my former students still reach out to talk years after they have received their CFP® marks. I have met with local students to celebrate with them passing, and I have consoled many students through the worst of their pre-test jitters. The students are what makes this job so rewarding.
What would you tell someone undecided about getting their CFP® marks?
Much like having a child, no one is ever truly ready for the CFP® Exam. It is a ton of work and a huge time commitment. But also like having a child, it is one of the most rewarding and definitive accomplishments of your life. Don't wait, take the plunge now, and you will be glad you did.
BIF fun fact
I have a deep interest in collectibles and alternative investments. I have helped clients with everything from Civil War and World War II artifacts to million-dollar Magic: the Gathering card collections. Collectibles are a perfect blend of clients' finances and their hobbies, and what a client chooses to collect will tell you far more about them than any "client survey" could.
Brendan Flaherty, CFP®, CIMA®
BIF Review CFP® Instructor and Practicing Financial Planner
Brendan began his career as financial advisor in 2004. He is currently a Senior Vice President and Rhode Island Complex Manager with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients.
Brendan is a former member of CFP® Board's National Council on Education and a past president of the Board of Directors of the Financial Planning Association of Rhode Island where he chaired the Education Committee.
Brendan and his wife Susan live in Warwick, Rhode Island with their children.
Brendan’s role at BIF
- Program Director
- Instructor, Investment Planning
- Host of BIF Monthly Info Session Webinars
Josh Rosenberg, CPA, CFP®, CFA®
BIF CFP® Instructor
Josh Rosenberg, CPA, CFP®, CFA® is an instructor for BIF and is the Executive Director, Grants and Contracts at the Georgia Institute of Technology. He has over 20 years of experience working for R1 universities in the field of research administration. In his current role with Georgia Tech, Josh leads the institute’s central post award, cost accounting, and research compliance functions.
Josh has a BBA from Emory University and his MBA from University of Chicago.
Josh’s role at BIF
- BBA: Emory University
- MBA: University of Chicago
- CFA Institute
- Illinois CPA Society
Education
Professional Organizations
What’s your favorite thing about BIF?
The class interactions with students are the absolute best!
What would you tell someone undecided about getting their CFP® marks?
It is a tremendous professional and personal accomplishment, and it will open so many doors for you.
BIF Fun Fact
The CFP® was the very first professional certification I received after completing my undergraduate education. And that was over 25 years ago!
Kaylee Benting
Moderator
Kaylee Benting is BIF’s Curriculum Specialist. Before joining The BIF Crew, Kaylee earned a bachelor’s degree from Cal Poly San Luis Obispo and worked as an educator with students ranging from kindergarten through graduating college.
Now, Kaylee has transitioned into finance education and is currently pursuing both her master’s degree in finance and tax planning and is pursuing the CFP® credential.
Kaylee’s role at BIF
- Instructor, Capstone
- Curriculum Specialist
- BS, liberal studies: Cal Poly San Luis Obispo
- Actively pursuing MS, finance & tax planning: San Diego State University
- President’s Diversity Award, Cal Poly San Luis Obispo
Education
Awards and recognition
What’s your favorite thing about BIF?
My favorite thing about BIF is seeing our students grow throughout the review program, especially in our live JAM sessions. In the early weeks, students go from a “There's no way I'm going to pass this exam,” to “I feel ready and well-equipped to pass this exam.” It’s amazing to see all the learning and growth alongside students.
What would you tell someone undecided about getting their CFP®?
If you’re on the fence about getting your CFP®, consider the role you want to play in people’s financial lives. The designation requires commitment, but it pushes you to develop the technical knowledge, discipline, and empathy needed to guide clients through complex and deeply personal financial decisions.
BIF fun fact
I have a French Bulldog named Maui! Based in Southern California, I enjoy roller skating, playing beach volleyball, and visiting farmer’s markets.
