BIF Bites

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Education
**BIF Bites**

The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.

Latest Episodes:

Wash and Learn Apr 11, 2025

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

The Preliminary Fail & Retaking the CFP(r) Exam Mar 28, 2025

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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!

BIF Bites Question Palooza (9th Edition) Mar 14, 2025

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

The Dirty Half Dozen Feb 28, 2025

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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.

End of an Era: Sunsetting the TCJA Feb 14, 2025

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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.

The Room Where It Happens Jan 31, 2025

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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.

Bad fluorescent overhead lights ... check!
Uncomfortable noise canceling headphones ... check!
Annoying guy in the next cubicle smacking his gum ... check!
A ridiculous CFP Board survey RIGHT before your results ... CHECK!

Let's go earn those marks!

How to Insure the Uninsurable Jan 17, 2025

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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.

Squid Games and CFP?! Jan 03, 2025

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In this week's episode, Jerry breaks down all of the behavioral finance biases in the new season of Squid Games and how they can help you study for the CFP exam.

2024 - A Year of Giant Steps & Success! Dec 21, 2024

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In this episode, we reflect on the incredible achievements and milestones BIF reached in 2024. This year was marked by significant growth, innovation, and success!

Key Highlights:

Expansion and Innovation: BIF expanded its reach, introducing many new students into our CFP education and CFP exam prep course, the BIF Review!

Educational Initiatives: Our commitment to education was stronger than ever. We rolled out a new video-based financial calculator course, delivered by Jerry Mee! Additionally, we introduced 23 full-ride scholarship recipients into the Bryant/BIF CFP education course through a collaboration with Measure Twice Planners and Cody Garrett. Finally, we welcomed extraordinary new instructors to the Bryant/BIF CFP education classrooms: Jennifer Belmont Jennings in Estate Planning & Eric Scruggs in Tax Planning!

Collaborative Projects: 2024 was a year of collaboration. We partnered with Michael Kitces, Michael Lecours and fpPathfinder, and Dr. Klontz + Dr. Chaffin to bring their Psychology of Financial Planning curriculum and designation into the BIF courses!

Podcast! Last but NOT LEAST, we celebrated a podcast milestone in 2024 by recording and releasing our 100th episode!

It's been a long, strange, fun, informative, wild trip. We're excited to keep on truckin'.

Riffing on Tariffs! Dec 06, 2024

Show notes

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.

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.

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