BIF Bites

In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.

In this thrilling episode of BIF Bites, BIF Crew super-sleuth Adam dives into a gripping case of academic intrigue. Recounting a dramatic short scenario in which a rogue educator cunningly infiltrated the BIF Review, Adam leverages the CFP Board's Code of Ethics and Standards of Conduct to unravel the mystery and identify the most likely violations. Get your pipe and tweed jacket (with padded elbows), and join us for some CFP detective work!

Please Note: Adam references CFP Board Case #23036, however, the correct Case ID is #23337 which can be viewed here: https://www.cfp.net/-/media/case-histories/case-document/ach_23337.pdf.

Jerry goes back to the movies this week to explore the 1983 comedy classic Trading Places. What can CFP candidates and professionals learn from Eddie Murphy and Dan Aykroyd? Listen in to find out!

On this BIF Bites episode Adam welcomes Dr. Charles Chaffin from the Financial Psychology Institute to chat about a new partnership for BIF!

The Financial Psychology Institute provides professional coaching and educational services in the fields of financial psychology and financial planning to financial professionals, therapists, and coaches.

For more information, visit psychologyoffinancialplanning.com.

-Cue the ‘COPS’ theme song.

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). They discuss violations committed by Candidates for CFP® Certification & practicing CFP® Professionals to learn how CFP Board handled their cases and what disciplinary actions were imposed.

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.

Jerry and Adam serve up a few last-minute practice reps for July Exam takers with a fresh version of the classic BIF Bites Question Palooza. The guys work through 6 questions. Listen in to hear how they break down each question body and then work through each answer stem.

This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records. Listen up as Adam delivers five sizzling-hot CFP® Exam takes that will guide your homestretch studies and keep it 100% as you head towards your Exam. Crank your AC and your volume up to the MAX!

On today's BIF Bites episode Adam welcomes on fpPathfinder's co-founder Michael Lecours, CFP® to chat about a new partnership between BIF and fpPathfinder. Listen in to learn why we believe this partnership will greatly benefit BIF's students.

In this episode, Jerry walks through a theoretical retirement plan using everyone’s favorite video game plumber, Super Mario, as a case study.