Questions? BIF's Edward Jones support direct line is 857-254-8692.
March 13, 2025 @ 1:00 PM ET
Join the BIF Crew to learn about the benefits of BIF's Special CFP® Program for Edward Jones.
Watch the archived session
Other Informational Resources:
Recorded Webinar: Why CFP® Matters Now
BIF Bites Podcast: A conversation with CFP® Board
BIF Bites Podcast: Introducing The BIF Review
Goal #1 is PASSING the Exam. Our materials are packed with helpful Exam Tips from start to finish. We intentionally keep the Exam front-of-mind, which results in progressive Exam Prep throughout the journey. This minimizes the need to cram late.
Exam Tip: Homeowners insurance policies are split into two major sections, Section 1, which provides insurance protection on the homeowners property, and Section 2, which provides liability coverage. Listen in for important exam-related information on the separate coverages within each Section.
Actual Exam Tip Box from BIF/Bryant CFP® Education Program.
Goal #2 is enabling students to enhance their practice while studying. The BIF Crew highlights key topics that may help clients in real-time. Many students successfully implement new knowledge well before they officially earn the CFP® marks.
Practioner Advice: Special rules for determining basis apply to the 'basket purchase' of real estate & land. Listen in for an explanation of how basis is established on a real estate 'basket purchase' and what this means to a building owner.
Actual Practitioner Advice Box from BIF/Bryant CFP® Education Program.
Here's an info-graphic example. The "text wall" is broken. Our students get to the point of understanding faster.
Grantor Retained Annuity Trust (GRAT): The grantor retains a right to payment of a fixed amount for a fixed number of years.
Grantor Retained Unitrust (GRUT): The grantor retains the right to payment of a fixed percentage of the value of the trust property (determined annually) for a number of years.
Actual content page from The BIF Review.
Here's a video example. We only provide practical explanations. Our strict ban on stuffy lectures remains in place.
Education Funding Calculation Example:
Ricky Jones would like to plan for his daughter's college education. His daughter was born today and will attend a private university at age eighteen for four years. The cost of the university in today's dollars is $18,000 and is expected to increase at a rate of 6% annually. Inflation is expected to be at 3% annually. Ricky is expecting to earn an after-tax return of 9% on his investments. How much must Ricky save at the end of each year if he expects to make his last payment at the beginning of his daughter's first year of college?
Actual content page from BIF/Bryant CFP® Education Program.
Start Date | Target Exam |
April 15 | March |
August 15 | July |
December 15 | November |
Access Begins | Kick-Off Session | Target Exam |
November | December | March |
March | April | July |
July | August | November |
- Chris T.
Copyright © Boston Institute of Finance 2024.