Tackling Case Studies on the CFP® Exam

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review.

Ultra-short-term financing with Klarna, Affirm, and other "buy now, pay later" programs are super popular, but Jerry dives deep into why they're pretty dangerous. 

Mike, Jerry, and Adam sit down to discuss the strengths and weaknesses of the two types of CFP students, those brand new to the industry, and those with several years of experience.

In this episode, Jerry walks through a theoretical retirement plan using everyone’s favorite video game plumber, Super Mario, as a case study.