BIF Bites

In this episode, Jerry, Tiffany, and Kaylee share memorization tools like mnemonics and acronyms to help you remember tricky topics for the CFP® Exam.
Don't just rely on BIF Bites! Get exam ready with The BIF Review.

Jerry, Kaylee, and Tiffany are talking about CFP Board's Code of Ethics and Practice Standards. They're diving into the seven steps of the financial planning process, common exam pitfalls and traps, and what may happen if you break the rules (spoiler: it's not good).
BIF Bites is a great way to reinforce your knowledge and get some more practical insights into concepts! But to get CFP® Exam ready, check out The BIF Review and see how we've helped thousands of candidates pass their exams and earn their marks.

On this episode, dive into One Big Beautiful Bill updates with Jerry, Kaylee, and Tiffany. Learn about the $40,000 SALT deduction, new charitable and medical rules, and avoiding failure-to-file penalties. This is absolutely essential listening for both tax planning and CFP® Exam prep.

Speaking of CFP® Exam prep, check out The BIF Review! Our eight-week CFP® review course will get you exam ready with concept videos, textbooks, question breakdowns, question banks, and so much more!

On this episode, dive into One Big Beautiful Bill updates with Jerry, Kaylee, and Tiffany. Learn about the $40,000 SALT deduction, new charitable and medical rules, and avoiding failure-to-file penalties. This is absolutely essential listening for both tax planning and CFP® Exam prep.

Speaking of CFP® Exam prep, check out The BIF Review! Our eight-week CFP® review course will get you exam ready with concept videos, textbooks, question breakdowns, question banks, and sooooo much more!

Welcome to our first video episode of BIF Bites! This week, Jerry, Kaylee, and Tiffany are celebrating Easterby talking about the EGG rule. Specifically, they’re explaining ISOs and NQSOs, their tax benefits, the EGG rule, and how stock options help businesses attract, retain, and reward employees.

BIF Bites is a great way to supplement your studying for the CFP® Exam, but to truly get Exam Ready, check out The BIF Review, our comprehensive CFP® Exam prep course.