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תוכן מסופק על ידי BIF Crew. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי BIF Crew או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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THE CFP® Exam Question Breakdown Checklist!
Manage episode 444707833 series 3353961
תוכן מסופק על ידי BIF Crew. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי BIF Crew או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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 right answers. Ready to boost your confidence and performance on exam day? CHECK. LET'S GO!
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113 פרקים
Manage episode 444707833 series 3353961
תוכן מסופק על ידי BIF Crew. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי BIF Crew או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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 right answers. Ready to boost your confidence and performance on exam day? CHECK. LET'S GO!
…
continue reading
113 פרקים
כל הפרקים
×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 investing. The conversation also covered upcoming events related to sustainable investing, including the US SIF Forum and an Advisor Day event. So the next time someone asks, "ya down with ESG?" You'll answer with a resounding ..."yeah, you know me!" US SIF website: www.ussif.org US SIF Forum 2025: https://www.ussif.org/events-and-networking/conference…
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BIF Bites

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 common useful lives for various assets. To wrap it up, he shares a personal experience with rental property depreciation, highlighting why understanding these concepts is crucial for financial planners and their clients. The BIF Crew Abides.…
In this episode, Jerry dives into the history of Wash sales, how to avoid them, and what to do if you have one.
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BIF Bites

1 The Preliminary Fail & Retaking the CFP(r) Exam 39:23
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אהבתי39:23
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!…
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BIF Bites

1 BIF Bites Question Palooza (9th Edition) 38:30
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The Bif crew is back with their most popular segment -Question Palooza!
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.
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BIF Bites

1 End of an Era: Sunsetting the TCJA 19:01
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אהבתי19:01
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.
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BIF Bites

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!…
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BIF Bites

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.
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.
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BIF Bites

1 2024 - A Year of Giant Steps & Success! 14:49
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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'.…
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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BIF Bites

1 Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings 33:31
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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 are looking to refine their existing estate plans, this episode is packed with practical advice and tips. Tune in to take the fear out of estate planning in practice and on exam day! Be sure to connect with Jennifer on LinkedIn: https://www.linkedin.com/in/j-belmont-jennings/…
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BIF Bites

1 Episode 100! Question Palooza (November 2024) 50:43
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Jerry and Adam celebrate the 100th BIF Bites Podcast episode (woohoo!!) with everyone’s favorite segment... The BIF Bites CFP® Exam Question Palooza!
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BIF Bites

This week, Jerry shares some really important tips and answer all those pressing questions you have about the financial calculator and nailing your CFP exam. Make sure to tune in so you are prepared on your big day!
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