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BIF Bites

The Boston Institute of Finance

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BIF Bites
58 min2020 JUL 28
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Visit BIFBites.com to view the question discussed during this episode.

On this month's episode the crew dives into economic policy. Why does the “c” in Fiscal stand for Congress? How does the Fed set monetary policy in crisis conditions?

The focus then shifts to Reg BI, which just went into effect. Is it a big deal? How will it affect you and your fellow advisors? What does Reg BI mean for the financial industry as a whole? Tune in for answers.

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 Co-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).

Adam Scherer, CFP, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.