BIF Bites

Exam Edition with Guest Host Gary Wedge


Listen Later

Visit BIFBites.com to view the question of the month and a reflective article that Jerry wrote on the lessons he learned while working with Gary.
Jerry and Mike invite Gary Wedge on to discuss the challenges faced by today's CFP® candidates. Gary just passed the July 2019 CFP® Exam after 2 previous unsuccessful attempts. This episode is a true must listen for anyone considering CFP® certification.
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 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.
Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.
Gary Wedge, CFP® runs a successful Registered Investment Advisor, NewAge Advisors, LLC, where he manages and advises his own clients.
...more
View all episodesView all episodes
Download on the App Store

BIF BitesBy BIF Crew

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

86 ratings


More shows like BIF Bites

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,201 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

748 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

735 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

550 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Long View by Morningstar

The Long View

851 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

231 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

125 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

113 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

689 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

169 Listeners

the EARN YOUR MARKS podcast by ProExamTutors

the EARN YOUR MARKS podcast

12 Listeners

The Morning Filter by Morningstar

The Morning Filter

18 Listeners