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CFP

Free: CFP® Exam Guide

Free: CFP® Exam Guide

Feeling overwhelmed at the thought of the CFP® Exam? Our comprehensive CFP® Exam Guide will walk...

What is The BIF Review? Inside a CFP® Review Course That Doesn't Waste Your Time

What is The BIF Review? Inside a CFP® Review Course That Doesn't Waste Your Time

You survived the coursework. Your exam window is circled in red. Now comes the part nobody warns...

CFP® Practice Test Guide

CFP® Practice Test Guide

Passing the CFP® exam takes more than reading textbooks and highlighting notes. At some point, you...

Webinar: Career Growth in Motion

Webinar: Career Growth in Motion

Access the recording to hear real talk on career growth in financial services, from licensing and...
Building Your CFP® Study Guide: Flashcards & More

Building Your CFP® Study Guide: Flashcards & More

Let's be honest: if passing the CFP® exam were as simple as reading a textbook cover to cover,...

Navigating the AI Revolution for Financial Planners

Navigating the AI Revolution for Financial Planners

Get a clear snapshot of the current AI landscape within the financial services industry while...
The 7 Steps of the CFP® Financial Planning Process

The 7 Steps of the CFP® Financial Planning Process

Many people assume financial planners spend their time choosing stocks or talking about retirement...

What to Look for in the Best CFP® Coursework Programs

What to Look for in the Best CFP® Coursework Programs

If you’ve started researching CFP® certification, chances are you’ve already fallen down the rabbit...

How to Choose the Best CFP® Exam Review Course

How to Choose the Best CFP® Exam Review Course

Congratulations! You've completed the CFP® coursework gauntlet and aced your Capstone. Now you just...

How to Become a CFP® Professional (Without Losing Your Mind)

How to Become a CFP® Professional (Without Losing Your Mind)

Having CFP® marks after your name is the financial planning credential equivalent to having a big,...

What Financial Planners Need to Know About the One Big Beautiful Bill Act

What Financial Planners Need to Know About the One Big Beautiful Bill Act

The “One Big Beautiful Bill” is officially here, and there’s a lot in it that can affect your...

Choose Wisely: Finding the Best CFP® Program

Choose Wisely: Finding the Best CFP® Program

You're ready to become a CERTIFIED FINANCIAL PLANNER® (an excellent decision, by the way). Now, you...

Predicting the Future Using Leading and Lagging Indicators

Predicting the Future Using Leading and Lagging Indicators

Wouldn't it be nice to have a crystal ball that lets you see exactly where the economy is going?...

A Financial Planner's Guide to the Four Phases of the Business Cycle

A Financial Planner's Guide to the Four Phases of the Business Cycle

Wouldn’t it make our lives as financial planners easier if the four phases of the business cycle...

A Financial Planner's Guide to Trump Accounts

A Financial Planner's Guide to Trump Accounts

For financial planners who work with parents, you’re going to need to know about Trump Accounts,...
CFP vs CFA Credentials: Two Roads Diverge

CFP vs CFA Credentials: Two Roads Diverge

Two roads diverge in the wood, and the one you travel will make all the difference. 

Like Robert...

July 2025 CFP® Exam Question Roundup

July 2025 CFP® Exam Question Roundup

Join Jerry and Adam for this six-part Question Palooza podcast series where they talk about the top...

Predicting the Future: Business Cycles and Economic Indicators

Predicting the Future: Business Cycles and Economic Indicators

In this episode of BIF Bites, Jerry and Adam sit down to talk about business cycles and economic...

Buy Now, Pay Later, Big Regrets

Buy Now, Pay Later, Big Regrets

Buy Now, Pay Later (BNPL) plans are marketed as zero-interest, bite-sized payment options, but BIF...

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