The Everything Guide to the CFP® Certification Exam
You already know that CFP® certification is the globally-recognized gold standard in financial planning. And you probably know that to earn this...
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After the CFP® Exam: What Comes Next?
After all the studying and stress, you did it —you passed the CFP® Exam! We hope you got to...
How Hard Is the CFP® Exam? (And Other Scary Stories to Tell in the Dark)
You know it's out there waiting for you. Maybe it's a long way away, or maybe it's right around the...
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...
How to Choose the Best CFP® Exam Review Course
Congratulations! You've completed the CFP® coursework gauntlet and aced your Capstone. Now you just...
I Failed the CFP® Exam. Now What?
You entered your final answer on the CFP® Exam and had just enough time to get your hopes up before...
CFP® Exam Case Studies: They're Really Not That Bad
While there’s no part of the CFP® Exam students are excited about (except passing, that is!), folks...
Double the Letters, Double the Fun: Why CPAs Should Become CFP® Professionals
Your CPA license already opens a lot of doors in the accounting and finance profession, which is...
Financial Planning for a Better Future: ESG Investing
ESG investing is a hot topic, kind of like AI. It seems like it's everywhere, but is it a flash in...
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,...
Tackling Case Studies on the CFP® Exam
If you're sweating case studies on the CFP® Exam, don't worry! Jerry and Adam sit down to talk...
Everything Guide to CFP® Certification
Are you looking to boost your career in financial planning or make the shift from banking or...
Can You Take an Accelerated Path to CFP® Certification?
Earning your CFP® certification can give your career the kickstart you’ve been wanting. More...
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...
Keep Your Certification and Skills Sharp with CFP® Continuing Education
After months of coursework and exam prep you did it—you are now an official CERTIFIED FINANCIAL...
Buy Now, Pay Later, Big Regrets
Ultra-short-term financing with Klarna, Affirm, and other "buy now, pay later" programs are super...
The Dude Discusses Depreciation in Accounting
What is depreciation in accounting?
Depreciation is the systematic allocation of the cost of a...
Wash and Learn: A Podcast on Wash Sales
What are wash sales?
A wash sale results when an investor sells a security at a loss, then either...
The Preliminary Fail & Retaking the CFP® Exam
Another CFP(R) exam cycle has come to a close. Congratulations to those receiving the Preliminary Pass from the BIF Crew! However, approximately 33-40% of exam takers' exam outcomes aren’t the sought-after Preliminary Pass but a Preliminary Fail.
Home Is Where The Heart Is
Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his experience of shopping for a home from both a buyer's perspective and also a CFP’s perspective.
CFP® Questions & Misconceptions: Insurance Planning
Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review.
The Everything Guide to the CFP® Certification Exam
You already know that CFP® certification is the globally-recognized gold standard in financial...
Planning Your Own Finance: A CFP® Salary Guide
Thinking about becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®)? We totally think you should (note:...
Maintaining Your Certification with CFP® Continuing Education
CERTIFIED FINANCIAL PLANNERSTM are renowned for their deep subject matter expertise and effective...
CFP Test Preparation Tips
Okay, you’ve finished your CFP® Education and now, you’re getting started with CFP® test...
CFP® Opportunities: 4 Career Options After You Earn Your Certification
If you’re considering earning your CFP® certification, one of the factors probably influencing your...
7 Benefits of a CERTIFIED FINANCIAL PLANNER™ Certification
You’re on the fence about getting your CFP® certification. The months of coursework, the exam, the...
The Room Where It Happens
In this episode of BIF Bites, we're diving into the essential details every Candidate for CFP® Certification needs to know about the Prometric Testing Center.
How to Insure the Uninsurable
In this episode, Jerry takes a look at the insurance situation surrounding the California wildfires and the CFP lessons that can be taken away from it.
Riffing on Tariffs!
In this week's episode, Jerry goes through a breakdown of Tariffs. What they are, their history, and an unbiased breakdown of their pros and cons.
Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings
Join us for an insightful episode of the BIF Bites Podcast as we dive into estate planning with our NEW BIF/Bryant CFP® Instructor, Jennifer Belmont Jennings, a practicing attorney and CFP® Professional.
Episode 100! Question Palooza (November 2024)
Jerry and Adam celebrate the 100th BIF Bites Podcast episode (woohoo!!) with everyone’s favorite segment...The BIF Bites CFP® Exam Question Palooza!
Financial Calculator FAQ
This week, Jerry shares some really important tips and answer all those pressing questions you have about the financial calculator and nailing your CFP exam. Make sure to tune in so you are prepared on your big day!
THE CFP® Exam Question Breakdown Checklist!
In this episode, Adam shares a valuable resource for candidates preparing for the CFP® Exam.
A Very CFP Wedding
In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.
The Great Content Caper
In this thrilling episode of BIF Bites, BIF Crew super-sleuth Adam dives into a gripping case of academic intrigue.
The BIF Crew Dissects 1983's Trading Places
On this BIF Bites episode, Jerry goes back to the movies this week to explore the 1983 comedy classic Trading Places.
New BIF Content Partner: Financial Psychology Institute!
On this BIF Bites episode Adam welcomes Dr. Charles Chaffin from the Financial Psychology Institute to chat about a new partnership for BIF!
CFP Board's Most Wanted.
In this week’s episode, Jerry and Adam go through the CFP Board Case Histories, a database that includes information about orders issued by the Disciplinary and Ethics Commission (DEC).
It is Christmas In July!
In this episode, Jerry goes over the valuable lessons on cash value life insurance that we can learn from the classic holiday movie It’s a Wonderful Life.
July 2024 CFP Exam Question Palooza!
Jerry and Adam serve up a few last-minute practice reps for July CFP Exam takers with a fresh version of the classic BIF Bites Question Palooza.
CFP® Exam Hot Takes!
This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records.
Introducing a new BIF Content Partner... fpPathfinder!
We are extremely excited to announce BIF's new partnership with fpPathfinder!
When Can Super Mario Retire?
In this episode, Jerry walks through a theoretical retirement plan using everyone’s favorite video game plumber, Super Mario, as a case study.
Mike hates IRMAA!
We can't be friends with everyone... Jerry Seinfeld hates Newman... Mike Long hates IRMAA. Listen in to hear why.
Currency Exchanges: A Financial Travelogue
In this week’s episode, the BIF Crew discusses the workings of international currency exchange using Adam's recent trip to Iceland as an example.
What to Do If You Win the Lottery?
Listen in as Jerry covers all of the financial planning considerations that go along with winning the lottery or other large unexpected windfall.
The Great Crypto Debate
Jerry views cryptocurrency as the future currency in the global economy and a high-risk/high-reward store of value that, if handled properly, could lead to large portfolio gains.
CFP® Exam Question Palooza (March 2024)
Question palooza is back, this time with double the action and double the fun! Jerry and Adam round out a baker's dozen of CFP exam questions and discuss how they would approach answering each one.
CFP® Questions & Misconceptions: Financial Calculator
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review.
Young vs. Experienced: The 2 Types of CFP Students
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.
CFP® Questions & Misconceptions: General Principles
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review.
CFP® Questions & Misconceptions: Estate Planning
Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review.
The Collector's Guide: Tax Savvy Strategies
In this episode, Adam and Jerry talk about COLLECTIBLES. There are special rules governing the tax treatment of collectibles held for investment purposes that you need to know.