Shows / Open Exam Prep
Open Exam Prep
Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better…
Episodes
- Open Exam Prep
[Series 65] 39, Accredited Investors and Qualified Purchasers
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 38, Trusts and Estates as Clients
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 37, Business Entity Types as Clients
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 36, Individual Client Profiles and Life Stages
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 35, Life Insurance Products in Investment Planning
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 34, Annuities Fixed Variable and Indexed
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 33, Options Strategies and Risk Profiles
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 32, Options Basics Calls and Puts
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 31, Hedge Funds and Private Equity
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 30, Closed-End Funds and UITs
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 29, Exchange-Traded Funds vs Mutual Funds
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 28, Mutual Fund Costs 12b-1 Fees and Expenses
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 27, Mutual Fund Structure and and Share Classes
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 26, ADRs REITs and Other Equity Securities
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 25, Equity Valuation Methods
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 24, Preferred Stock Types and Features
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 23, Common Stock Fundamentals
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 22, Bond Pricing Yields and Duration
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 21, Municipal Bonds GO vs Revenue
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 20, Corporate Bonds Types and Features
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 19, Government Agency Securities
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 18, US Treasury Securities
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 17, Cash Equivalents and Money Market Instruments
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 16, Currency Risk and Political Risk
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 15, Inflation Risk Liquidity Risk and Opportunity Cost
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 14, Interest Rate Risk and Reinvestment Risk
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 13, Types of Risk Systematic vs Unsystematic
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 12, Descriptive Statistics and Correlation
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 11, NPV IRR and Internal Rate of Return
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 10, Time Value of Money Calculations
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 9, Financial Ratios and Analysis
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 8, Financial Statements and Accounting Fundamentals
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 7, International Economics and Balance of Payments
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 6, Interest Rates and Yield Curves
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 5, Inflation Deflation and the Consumer Price Index
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 4, Fiscal Policy and Government Spending
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 3, The Federal Reserve and Monetary Policy
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 2, Leading Lagging and Coincident Indicators
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 65] 1, Business Cycles and Economic Phases
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate…
- Open Exam Prep
[Series 6] 30, Anti-Money Laundering and Ethics
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 29, Advertising and Sales Literature Rules
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 28, SEC and FINRA Regulations
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 27, Customer Account Types
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 26, Suitability and Customer Profiles
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 25, Coverdell Education Savings Accounts
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 24, 529 Education Savings Plans
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 23, Employer Retirement Plans
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 22, Roth IRA Rules
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 21, Traditional IRA Rules
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 20, Life Insurance Taxation
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 19, Variable Universal Life Insurance
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 18, Variable Life Insurance Basics
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 17, 1035 Exchanges
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 16, Variable Annuity Taxation
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 15, Variable Annuity Fees and Charges
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 14, Variable Annuity Payout Options
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 13, Variable Annuity Separate Accounts
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 12, Variable Annuities Overview
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 11, Mutual Fund Prospectus and SAI
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…
- Open Exam Prep
[Series 6] 10, Mutual Fund Distributions
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about…