BIF Logo Flat

Edward Jones

Edward-Jones-logo BIF Logo Flat
Study at your ease.

BIF CFP® Enrollment Form

Questions? BIF's Edward Jones support direct line is 857-254-8692.

Upcoming Informational Webinar

for Edward Jones Advisors

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

Our curriculum is mobile friendly. Study on-the-go!

Listen in the car. Watch on the train. Whatever works for you.

Mobile Friendly

BIF has 2 goals.

Nothing more, nothing less.

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.

BIF breathes life into CFP® topics with multi-media content.

Info-graphics, audio clips, and videos make learning easier.

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.

Grantor_Trusts_(GRAT_&_GRUT)
GRAT vs GRUT Comparison of Features
 

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?

  • Step 1: Inflate the current cost of tuition by the tuition inflation rate for the number of years to go before college begins: $18,000 (PV); 18 (N); 6 (I); solve for FV: $51,378
  • Step 2: Determine the total funding need for four years of college (present value of an annuity due): Begin mode on calculator; $51,378 (PMT); 4 (N); 2.83 (I) =(1.09/1.06)-1 x100; solve for PV: $197,183
  • Step 3: Determine the end of year payment needed to save $197,183: End mode on calculator: $197,183 (FV); 18 (N); 9 (I); solve for PMT: $4,774
 

Actual content page from BIF/Bryant CFP® Education Program.

Meet The BIF Crew.

We’ve been in your seat. We understand the challenges you are currently facing from our own first-hand experience. We teach you. We support you. We are with you from start to finish.

The BIF Crew

OK, let's get started!


The BIF/Bryant CFP® Education Program has 3 cohorts each year:

Start Date Target Exam
April 15 March
August 15 July
December 15 November


The BIF Review also has 3 Cohorts each year:

Access Begins Kick-Off Session Target Exam
November December March
March April July
July August November


Complete the Enrollment Form to start your CFP® journey today.
Questions? BIF's Edward Jones support direct line is 857-254-8692.

"Going through BIF's modules has helped me with my clients same day. I am learning about topics that are immediately applicable to my business. The BIF Program does more than just prepare you for an Exam."

- Chris T.