BIF Bites: CFP and Financial Planning Resource Center

The Halfway Point of CFP® Education | BIF

Written by Carrie Mick | Dec 15, 2025 8:15:35 PM

What happens when an elementary school teacher switches lesson plans for tax plans? In this episode of BIF Bites, the newest member of the BIF Crew, Kaylee Benting, spills the tea. She's currently about halfway through her CFP® Education coursework (while also juggling a master's program and working on updates to BIF's curriculum!), and she sat down with Jerry to share some insider information: 

  • Why study groups are lifesavers on the CFP® journey
  • How externships and volunteering with the IRS sharpens your edge
  • Why reading The Intelligent Investor may be worth the time
  • The power of flashcards


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