BIF Bites
Ilmainen podcast

BIF Bites

Podcast by The Boston Institute of Finance

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

Tätä podcastia voi kuunnella ilmaiseksi kaikilla podcast-soittimilla ja Podimo-sovelluksella ilman tilausta.

Kaikki jaksot

98 jaksot
episode THE CFP® Exam Question Breakdown Checklist! artwork
THE CFP® Exam Question Breakdown Checklist!

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!

11. lokak. 2024 - 19 min
episode A Very CFP Wedding artwork
A Very CFP Wedding

In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.

27. syysk. 2024 - 24 min
episode The Great Content Caper artwork
The Great Content Caper

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. Get your pipe and tweed jacket (with padded elbows), and join us for some CFP detective work! Please Note: Adam references CFP Board Case #23036, however, the correct Case ID is #23337 which can be viewed here: https://www.cfp.net/-/media/case-histories/case-document/ach_23337.pdf.

13. syysk. 2024 - 41 min
episode The BIF Crew Dissects 1983's Trading Places artwork
The BIF Crew Dissects 1983's Trading Places

Jerry goes back to the movies this week to explore the 1983 comedy classic Trading Places. What can CFP candidates and professionals learn from Eddie Murphy and Dan Aykroyd? Listen in to find out!

29. elok. 2024 - 20 min
episode New BIF Content Partner: Financial Psychology Institute! artwork
New BIF Content Partner: Financial Psychology Institute!

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 more information, visit psychologyoffinancialplanning.com.

16. elok. 2024 - 19 min
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