Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Bif Crew Podcasts

show episodes
 
Loading …
show series
 
In this episode of BIF Bites, Kaylee makes her debut as the newest BIF Crew member, sharing best practices for CFP® exam study groups just in time for students preparing for the November exam. She introduces a multi-group strategy—combining 1:1 partnerships, small virtual groups, and larger practice sessions—while offering tips on time management, …
  continue reading
 
In this episode, Jerry lays out a clear, practical game plan for what to do after a life-changing financial windfall. Whether you've hit the jackpot yourself or you're advising a client who has, let's walk through the essential first steps. From staying grounded to assembling the right team and making smart, long-term decisions. Don't let sudden we…
  continue reading
 
It was the 1960s—bellbottoms, Beatles, and flower power ruled the day while America's youth challenged authority at every turn. But while Jimi Hendrix was setting guitars ablaze, California businessman Clifford D. Crummey was quietly funding his family's life insurance trust with annual Christmas gifts—until the IRS claimed those gifts didn't quali…
  continue reading
 
In this episode of BIF Bites, Jerry and Adam dive into the fascinating world of business cycles and economic indicators. They explore the four phases of the business cycle and discuss how these cycles impact the economy. The crew also breaks down the different types of economic indicators, focusing on leading and lagging indicators. Discover how me…
  continue reading
 
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 investi…
  continue reading
 
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 comm…
  continue reading
 
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 Pr…
  continue reading
 
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 …
  continue reading
 
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 andCFP exam prep course, the BIF Review! Educational Initiatives: O…
  continue reading
 
Join us for an insightful episode of the BIF Bites Podcast as we dive into estate planning with our NEW BIF/Bryant CFP® Instructor, Jennifer Belmont Jennings, a practicing attorney and CFP® Professional. Estate planning might sound daunting, but Jennifer breaks it down into simple, understandable best practices. Whether your clients are starting or…
  continue reading
 
In this episode, Adam shares a valuable resource for candidates preparing for the CFP® Exam. He introduces the 'Question Breakdown Checklist' to help candidates dissect exam questions effectively. Adam explains how this checklist aids in identifying the core of each question, ensuring that candidates apply the correct information to arrive at the r…
  continue reading
 
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…
  continue reading
 
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 mo…
  continue reading
 
-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 the…
  continue reading
 
Jerry views cryptocurrency as the future currency in the global economy and a high-risk/high-reward store of value that, if handled properly, could lead to large portfolio gains.In Adam’s mind, cryptocurrency is like the screaming parent at Little League field: volatile and unpredictable, with behavior that cannot be explained logically.Listen in a…
  continue reading
 
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions.Jerry takes the reins solo in this episode as he covers three of the most common mistakes students ma…
  continue reading
 
Mike, Jerry and Adam sit down to discuss the strengths and weaknesses of the two types of CFP students, those brand new to the industry, and those with several years of experience. See what new to the industry students can do to get a leg up, and learn how having too much experience can be a double-edged sword.…
  continue reading
 
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions.Jerry is tackling General Principles today. Enjoy!By The Boston Institute of Finance
  continue reading
 
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions.Mike Long flies solo in this episode as he navigates some common misconceptions our students experien…
  continue reading
 
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions.Today Adam wraps up 2023 with a few common misconceptions from Estate Planning.…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play