The Preliminary Fail & Retaking the CFP® Exam

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Another CFP(R) exam cycle has come to a close. Congratulations to those receiving the Preliminary Pass from the BIF Crew! For the passing group, it's a time for celebration, relief, and planning of next steps, both professionally and personally. However, approximately 33-40% of exam takers' exam outcomes aren’t the sought-after Preliminary Pass but a Preliminary Fail.

In the BIF Review, we offer specialized support for candidates preparing to retake the CFPCertification exam through exclusive webinar sessions. These sessions feature panel discussions with retakers who succeeded after their initial attempt(s)and webinars on exam strategies, mental preparedness, anxiety management, and stress reduction.

Join Adam as he gives you an inside look at the BIF Review, showcasing excerpts from these Special Retaker Sessions!

The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee, CFP® is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Adam Scherer, CFP®, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.

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