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 65] 24, Preferred Stock Types and Features
Open Exam Prep
[Series 65] 23, Common Stock Fundamentals
Open Exam Prep
[Series 65] 22, Bond Pricing Yields and Duration
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[Series 65] 21, Municipal Bonds GO vs Revenue
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[Series 65] 20, Corporate Bonds Types and Features
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[Series 65] 19, Government Agency Securities
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[Series 65] 18, US Treasury Securities
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[Series 65] 17, Cash Equivalents and Money Market Instruments
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[Series 65] 16, Currency Risk and Political Risk
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[Series 65] 15, Inflation Risk Liquidity Risk and Opportunity Cost
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[Series 65] 14, Interest Rate Risk and Reinvestment Risk
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[Series 65] 13, Types of Risk Systematic vs Unsystematic
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[Series 65] 12, Descriptive Statistics and Correlation
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[Series 65] 11, NPV IRR and Internal Rate of Return
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[Series 65] 10, Time Value of Money Calculations
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[Series 65] 9, Financial Ratios and Analysis
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[Series 65] 8, Financial Statements and Accounting Fundamentals
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[Series 65] 7, International Economics and Balance of Payments
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[Series 65] 6, Interest Rates and Yield Curves
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[Series 65] 5, Inflation Deflation and the Consumer Price Index
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[Series 65] 4, Fiscal Policy and Government Spending
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[Series 65] 3, The Federal Reserve and Monetary Policy
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[Series 65] 2, Leading Lagging and Coincident Indicators
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[Series 65] 1, Business Cycles and Economic Phases
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[Series 6] 30, Anti-Money Laundering and Ethics
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[Series 6] 29, Advertising and Sales Literature Rules
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[Series 6] 28, SEC and FINRA Regulations
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[Series 6] 27, Customer Account Types
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[Series 6] 26, Suitability and Customer Profiles
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[Series 6] 25, Coverdell Education Savings Accounts
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[Series 6] 24, 529 Education Savings Plans
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[Series 6] 23, Employer Retirement Plans
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[Series 6] 22, Roth IRA Rules
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[Series 6] 21, Traditional IRA Rules
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[Series 6] 20, Life Insurance Taxation
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[Series 6] 19, Variable Universal Life Insurance
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[Series 6] 18, Variable Life Insurance Basics
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[Series 6] 17, 1035 Exchanges
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[Series 6] 16, Variable Annuity Taxation
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[Series 6] 15, Variable Annuity Fees and Charges
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[Series 6] 14, Variable Annuity Payout Options
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[Series 6] 13, Variable Annuity Separate Accounts
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[Series 6] 12, Variable Annuities Overview
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[Series 6] 11, Mutual Fund Prospectus and SAI
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[Series 6] 10, Mutual Fund Distributions
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[Series 6] 9, Index Funds and ETFs
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[Series 6] 8, Types of Mutual Funds by Objective
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[Series 6] 7, Mutual Fund Expenses
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[Series 6] 6, Net Asset Value Calculation
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[Series 6] 5, Breakpoint Violations
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