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Open Exam Prep

Ran Chen, EA, CFP®

EN823 episodes
educationcourses

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 (823)

[Investment] 12, Coefficient of Variation

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Apr 11, 20253:53pending

[Investment] 30, Options

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Apr 11, 20253:54pending

[Investment] 29, Investment Companies

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Apr 11, 20253:49pending

[Investment] 4, Research Reports

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Mar 29, 20253:43pending

[Investment] 3, Margin Requirements

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Mar 29, 20254:01pending

[Investment] 1, Investment Options

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Mar 28, 20254:13pending

[Investment] 2, Short-Selling

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Mar 28, 20253:45pending

[Insurance] 20, Social Security Benefits

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Mar 25, 20254:01pending

[Insurance] 19, Disability Insurance

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Mar 24, 20254:03pending

[Insurance] 18, Long Term Care

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Mar 24, 20253:58pending

[Insurance] 17, COBRA Coverage

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Mar 23, 20253:59pending

[Insurance] 16, HSA Eligibility

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Mar 23, 20254:02pending

[Insurance] 15, PPACA Requirements

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Mar 22, 20253:58pending

[Insurance] 14, Health Insurance

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Mar 22, 20253:54pending

[Insurance] 12, Universal Life Insurance

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Mar 21, 20253:59pending

[Insurance] 13, Annuities

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Mar 21, 20253:52pending

[Insurance] 11, Life Insurance Types

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Mar 20, 20253:50pending

[Insurance] 10, State Regulation

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Mar 20, 20254:11pending

[Insurance] 8, Coinsurance Clause

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Mar 19, 20253:51pending

[Insurance] 9, Rating Agencies

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Mar 19, 20253:44pending

[Insurance] 7, Valuation Methods

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Mar 18, 20254:00pending

[Insurance] 6, Exclusions and Riders

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Mar 18, 20253:59pending

[Insurance] 3, Law of Large Numbers

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Mar 17, 20253:52pending

[Insurance] 2, Risk Management

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Mar 17, 20253:45pending

[Insurance] 1, Insurance Purpose

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Mar 17, 20253:54pending

[Insurance] 4, Insurable Interest

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Mar 17, 20253:52pending

[Insurance] 5, Agent vs. Broker

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Mar 17, 20253:59pending

[Tax] 30, Deduction Clustering

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Mar 16, 20254:05pending

[Tax] 29, Charitable Contributions

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Mar 16, 20253:47pending

[Tax] 28, Gross Income Exclusions

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Mar 16, 20253:52pending

[Tax] 27, Gross Income Inclusions

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Mar 16, 20253:54pending

[Tax] 26, Below Market Loans

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Mar 16, 20253:32pending

[Tax] 21, Kiddie Tax

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Mar 15, 20253:39pending

[Tax] 25, Section 179 Deduction

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Mar 15, 20254:02pending

[Tax] 24, Pass-Through Entity Deductions

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Mar 15, 20253:58pending

[Tax] 23, Hobby Losses

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Mar 15, 20253:54pending

[Tax] 22, Alternative Minimum Tax (AMT)

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Mar 15, 20253:48pending

[Tax] 20, Child Tax Credit

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Mar 14, 20253:46pending

[Tax] 19, Standard Deduction

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Mar 14, 20253:43pending

[Tax] 18, Filing Status

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Mar 14, 20253:36pending

[Tax] 16, Insurance Policy Exchanges (Section 1035)

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Mar 14, 20253:46pending

[Tax] 17, Basic Tax Formula

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Mar 14, 20253:58pending

[Tax] 15, Involuntary Conversions (Section 1033)

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Mar 13, 20254:05pending

[Tax] 14, Section 1202 Stock

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Mar 13, 20254:08pending

[Tax] 13, Section 1244 Stock

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Mar 13, 20253:48pending

[Tax] 12, Worthless Securities

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Mar 13, 20253:44pending

[Tax] 11, Non-Qualified Use for Section 121

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Mar 13, 20253:58pending

[Tax] 9, Wash Sales

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Mar 12, 20253:44pending

[Tax] 8, Ordinary Income Rates

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Mar 12, 20253:47pending

[Tax] 6, Related Party Transactions

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Mar 12, 20253:54pending
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