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
Many people assume financial planners spend their time choosing stocks or talking about retirement...
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
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)
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
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
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
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
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
For financial planners who work with parents, you’re going to need to know about Trump Accounts,...
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
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
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 (BNPL) plans are marketed as zero-interest, bite-sized payment options, but BIF...