Himalaya: Listen. Learn. Grow.
CFP Board's John Loper joins the podcast this month! The education, examination and experience requirements all fall under John's purview as CFP Board’s Managing Director of Professional Practice.
Over the years we've received many, many questions from students. We can answer almost everything, but we do admit that there have been a few stumpers. Well, there's truly no one better suited to answer the tough questions than John. Listen in as Jerry, Mike and Brendan get all of your questions answered. This is one episode you really don't want to miss.
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.
Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP, ChFC, CLU is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.
Brendan Flaherty, CFP, CIMA, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP Program Director for the Boston Institute of Finance (BIF).