Connect with an Advisor
Connect with a student advisor and learn more about our CFP® Exam Prep and how we get you ready to pass the CFP® Exam!
How Does The BIF Review Lead to CFP® Exam Success?
Industry Leading
125% growth in 5 years while maintaining our high pass rates.
Scientifically Driven
Our Progressive Training Method leverages proven instruction methods to maximize retention and developed our pioneering, team-based approach used in our online classroom sessions.
Convenient and Flexible
Whether you prefer streamlined, self-guided CFP® Exam prep or want a more rigorous, instructor- led option, we have the level of preparation you need in a convenient, fully online format.
Premium, Exam-Focused Content
We designed The BIF Review to focus solely on CFP® exam-tested topics at the level they’re tested, so you’re studying exactly what you need to know to pass the exam.
Meet the BIF Crew... Your CFP® Exam Prep Dream Team!
Adam Scherer, CFP®, MS, EA
BIF Review CFP® Instructor and Practicing Financial Planner
Adam has worked in financial services and education for over 10 years. He holds a Master of Science degree in Personal Financial Planning and obtained his CFP® marks in 2017.
Adam maintains a student-centered approach that is both engaging and accessible. He strives to simplify the complex and guide students to a point of understanding by using personal anecdotes and bad dad jokes.
Adam lives in West Hartford, Connecticut with his wife, Annie, and two daughters, Susanna and Eliza.
Mike Long, CFP®, ChFC®, CLU®
BIF Review CFP® Instructor and Mentor
Mike is in his 40th year in financial services and education. He started in the insurance business right out of college and quickly specialized in retirement plans for small to mid-sized companies. Mike has held various field positions in sales, sales management and field training, and education over the years.
These days, Mike's passion is guiding financial advisors through CFP Board's Education and Examination requirements with as little pain as possible.
In his free time, Mike loves spending time with his grandchildren and family.
Jerry Mee, CFP®
BIF Review CFP® Instructor and Mentor
Before joining the Boston Institute of Finance, Jerry spent 7 years in the financial services industry working on various advisor teams. Half of that time was spent at one of the largest firms in the country and the other half was spent at a very small boutique firm. Jerry's experience working with a very wide spectrum of clients and planning strategies allows him to help BIF's very diverse student population.
Jerry realized that he enjoyed teaching clients about their finances far more than he enjoyed selling to them, so he made the jump to financial education.
Brendan Flaherty, CFP®, CIMA®
BIF Review CFP® Instructor and Practicing Financial Planner
Brendan began his career as financial advisor in 2004. He is currently a Senior Vice President and Rhode Island Complex Manager with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients.
Brendan is a former member of CFP® Board's National Council on Education and a past president of the Board of Directors of the Financial Planning Association of Rhode Island where he chaired the Education Committee.
Brendan and his wife Susan live in Warwick, Rhode Island, with their children Kelsea and Aidan.
