BIF Bites

In this week's episode, Jerry dives deep into the latest craze in ultra-short-term financing with Klarna, Affirm, and other Buy Now, Pay Later programs.

In this BIF Bites episode, Adam is joined by Jenny Coombs, Director of Content & Development at US SIF, to discuss the basics of ESG investing, its history, and its importance in sustainable investing strategies. They explore the long-term benefits of ESG investments, the power of collective action, and the role of endowments in sustainable investing. The conversation also covered upcoming events related to sustainable investing, including the US SIF Forum and an Advisor Day event.

So the next time someone asks, "ya down with ESG?" You'll answer with a resounding ..."yeah, you know me!"

US SIF website: www.ussif.org

US SIF Forum 2025: https://www.ussif.org/events-and-networking/conference

In this episode, Adam channels 'The Dude' from The Big Lebowski to explain the complex subject of depreciation in business accounting. He explains its purpose and discusses two main methods: straight-line depreciation and the Modified Accelerated Cost Recovery System (MACRS).

Adam also introduces the Half-Year Convention, providing examples of common useful lives for various assets. To wrap it up, he shares a personal experience with rental property depreciation, highlighting why understanding these concepts is crucial for financial planners and their clients.

The BIF Crew Abides.

In this episode, Jerry dives into the history of Wash sales, how to avoid them, and what to do if you have one.

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

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

Join Adam as he gives you aninside look at the BIF Review, showcasing excerpts from these Special RetakerSessions!

The Bif crew is back with their most popular segment -Question Palooza!

This week the gang is all here as Jerry, Mike, and Adam go through the most difficult topic from each of the 6 main curriculum areas.

This week, Jerry gives a rundown of all the changes thatwill revert at the end of this year, when the TCJA is set to expire, and how that will impact the CFP exam.

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. Join Adam as he takes you into "The Room Where It Happens," where your journey to success is just one click away!

After clearing a proctor-delivered security check, listen in to discover the ins and outs of the testing process, from the minute you launch the exam, to the moment you receive your Preliminary PASS. We'll cover tips on what to bring, how to prepare, and what to expect on test day.

Let's go earn those marks!

In this week's episode, Jerry takes a look at the insurance situation surrounding the California wildfires and the CFP lessons that can be taken away from it.