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BIF Bites

BIF Bites

Education

CFP® Exam Retaker’s Guide

CFP® Exam Retaker’s Guide

2023-11-10
Download Right click and do "save link as"
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
view more

More Episodes

When should constructive receipt be used?
2023-01-27
The Nitty-Gritty on Inherited IRAs w/ Adam & Mike
2022-12-17
Corralling Squirrels w/ Cody Garrett + A New Scholarship for BIF/Bryant CFP Education!
2022-11-23
Inflation Adjusted Tax Numbers You Need to Know
2022-11-21
Career Cha-Cha-CHANGERS w/ Dominique Henderson, CFP®
2022-10-20
Introducing The BIF Review.
2022-04-09
March 2022 Exam Episode (3/3)
2022-03-08
March 2022 Exam Episode (2/3)
2022-03-08
March 2022 Exam Episode (1/3)
2022-03-04
BIF Success Stories: How Shirley Passed the CFP® Exam
2022-01-30
Roth IRA Distributions... "For Those About to Roth (We Salute You)"
2021-12-30
Behavioral Finance... "Talkin' 'Bout Your Generation"
2021-11-27
Spousal IRAs... “So… I can deduct that?”
2021-11-24
College Funding... "I don't even have kids yet and I'm saving."
2021-10-28
Behavioral Finance... "I am no longer objective. I am on the boat with them trying not to sink."
2021-09-23
Qualified Dividends... "Nothin like gettin paid."
2021-09-17
Inflation... "I'm not too worried about it."
2021-08-20
Do Your Taxes Need to Know That You're Married?
2021-06-26
Tax Hell, Net Unrealized Appreciation, Efficient Market Hypothesis
2021-04-29
FAFSA changes, Unethical vs. Illegal, Corporate Retirement Plans
2021-02-18
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