Open Exam Prep
Ran Chen, EA, CFP®
Open Exam Prep: Mastering Financial ExamsThe 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 resources...
Episodes (810)
Series 7 Exam Prep 49, Options Hedging and Income Strategies
Open Exam Prep
Series 7 Exam Prep 48, Straddles and Combinations
Open Exam Prep
Series 7 Exam Prep 47, Options Spreads
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Series 7 Exam Prep 46, Covered Calls and Protective Puts
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Series 7 Exam Prep 45, Short Calls and Short Puts
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Series 7 Exam Prep 44, Long Calls and Long Puts
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Series 7 Exam Prep 43, Options Contract Basics
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Series 7 Exam Prep 42, Variable Life and Insurance Products
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Series 7 Exam Prep 41, Variable Annuity Suitability and Exchanges
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Series 7 Exam Prep 40, Variable Annuities Basics
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Series 7 Exam Prep 39, ETFs, Closed-End Funds, and UITs
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Series 7 Exam Prep 38, Mutual Fund Taxation and Distributions
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Series 7 Exam Prep 37, Mutual Fund Share Classes and Sales Charges
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Series 7 Exam Prep 36, Mutual Fund Structure and NAV
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Series 7 Exam Prep 35, Alternative Investments and Hedge Funds
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Series 7 Exam Prep 34, Direct Participation Programs
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Series 7 Exam Prep 33, Money Market Instruments and Short-Term Debt
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Series 7 Exam Prep 32, Municipal New Issues and Underwriting
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Series 7 Exam Prep 31, Municipal Bond Taxation
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Series 7 Exam Prep 30, Municipal Bond Credit Analysis
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Series 7 Exam Prep 29, Municipal Bond Basics
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Series 7 Exam Prep 28, Mortgage-Backed Securities and CMOs
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Series 7 Exam Prep 27, Government Securities
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Series 7 Exam Prep 26, Bond Ratings and Credit Risk
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Series 7 Exam Prep 25, Callable, Putable, and Convertible Bonds
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Series 7 Exam Prep 24, Yield Calculations and Bond Math
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Series 7 Exam Prep 23, Bond Pricing and Yield Relationships
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Series 7 Exam Prep 22, Corporate Bond Basics
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Series 7 Exam Prep 21, Equity Valuation and Market Analysis
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Series 7 Exam Prep 20, REITs and Real Estate Securities
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Series 7 Exam Prep 19, ADRs, Foreign Securities, and Currency Risk
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Series 7 Exam Prep 18, Rights, Warrants, and Dilution
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Series 7 Exam Prep 17, Preferred Stock Features
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Series 7 Exam Prep 16, Common Stock Basics
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Series 7 Exam Prep 15, Investment Objectives and Risk Tolerance
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Series 7 Exam Prep 14, Suitability, Reg BI, and Recommendation Standards
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Series 7 Exam Prep 13, Education Accounts and Tax-Advantaged Savings
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Series 7 Exam Prep 12, Retirement Accounts and ERISA Basics
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Series 7 Exam Prep 11, Margin Accounts and Customer Agreements
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Series 7 Exam Prep 10, Discretionary Accounts and Trading Authority
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Series 7 Exam Prep 9, Account Registrations and Ownership Types
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Series 7 Exam Prep 8, Know Your Customer and Customer Investment Profile
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Series 7 Exam Prep 7, Customer Account Opening Basics
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Series 7 Exam Prep 6, Exempt Securities and Exempt Transactions
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Series 7 Exam Prep 5, IPO Rules and New Issue Allocations
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Series 7 Exam Prep 4, New Issues, Underwriting, and Prospectus Delivery
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Series 7 Exam Prep 3, Broker-Dealer Business and Customer Solicitation
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Series 7 Exam Prep 2, What a General Securities Representative Can Do
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Series 7 Exam Prep 1, Exam Structure and Function Weighting
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[Series 65] 75, Anti-Money Laundering and Senior Protection
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