BIF Bites

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion.

Jerry continues the solo series this week covering the biggest misunderstandings students run across in the Investment Planning coursework.

Listen in for CFP® enlightenment.

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion.

This week, Adam delivers some tax fact-checks! He covers AGI v. taxable income, capital gains & tax rates, MAGI, business deductions, and HSA tax benefits.

Listen in for CFP® enlightenment.

Mike, Jerry, and Adam recorded this important roundtable discussion to support all who fell short of the ‘Preliminary Pass’ on their recent CFP® exam.

The BIF Crew shares common retaker pitfalls, best practices, strategies for interpreting results, and the importance of self-reflection before diving into another CFP® exam cycle.

“What is delayed is not denied.” – Dawn Staley

Jerry and Adam sit down with financial advisor and financial content producer Anthony Ruffalo to discuss content and social media strategies that yield meaningful results.

It's the final round of our inaugural BIF Bites CFP Snake Draft. A champion will be crowned soon. To cast your vote please head over to BIFBites.com and let us know who drafted the best overall squad!

Here it is... the one... the only... The BIF Bites QUESTION PALOOZA!

Every single one of BIF's Monte Carlo simulation machines crashed when we fed them the data from our most recent CFP Snake Draft round. Here are the highlights...

• Adam’s bold first pick earns him the awful nickname “Vanilla ISO”

• Jerry shocks the crew with a sneaky move-up in the draft order

• Mike reminds us that ‘eligible designated beneficiary’ is not a status on your dating app

Listen in and enjoy!

Each CFP® Exam cycle Adam invites back former BIF Review students to share their own personal study experiences with the current group of BIF Review students that are actively preparing for the next upcoming Exam. We've decided to release a few of these recent conversations here as a BIF Bites podcast episode so that the broader CFP® community can listen in and benefit.

Amy Thorsen, CFP®, Jackie Cummings Koski, CFP®, MSPFP, AFC®, and Jeremy Pichette each serve up their own Top 3 Study Strategies list. The importance of a data-driven approach, how to use audio as a passive study supplement, and why overall wellness matters as much or more than your textbook materials all get touched upon during this insightful episode. Enjoy!

This week Jerry and Adam sit down with Dr. Michael Thomas of Modom Solutions and the University of Georgia to discuss Financial Empathy. Learn the importance and how to better connect and understand your clients on an empathetic level in order to better serve their needs.

Jerry and Adam sit down with Hannah Moore to discuss the FPA Externship Program that she runs. Learn how students can gain valuable industry experience and hundreds of credit hours toward the CFP experience requirement.