
Über diesen Podcast
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…
437 Folgen · Education
Open Exam Prep
Über diesen Podcast
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…
Neue Folgen
- [Series 66] 25, Employer Retirement Plans and Rollovers18. Okt. · 4 Min.
- [Series 66] 24, Traditional and Roth IRA Decisions17. Okt. · 4 Min.
- [Series 66] 23, Capital Gains Cost Basis and After-Tax Returns16. Okt. · 4 Min.
- [Series 66] 22, Active Passive Growth and Value Strategies15. Okt. · 5 Min.
- [Series 66] 21, Diversification Correlation and Rebalancing14. Okt. · 4 Min.
- [Series 66] 20, Strategic vs Tactical Asset Allocation13. Okt. · 5 Min.
- [Series 66] 19, Time Horizons Liquidity and Life Events12. Okt. · 4 Min.
- [Series 66] 18, Risk Tolerance vs Risk Capacity11. Okt. · 4 Min.
- [Series 66] 17, Building a Client Investment Profile10. Okt. · 5 Min.
- [Series 66] 16, Individuals Businesses Trusts and Estates9. Okt. · 4 Min.