Behavioral Finance with Guest Host Brendan Flaherty

Visit BIFBites.com to view the question of the month. Jerry and Mike invite Brendan Flaherty, CFP®, CIMA®, on to discuss behavioral finance and the curriculum covered by CFP® Education providers. 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 is a practicing CFP professional based out of Providence RI and is also the Program Director for the Boston Institute of Finance. 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.