
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…
456 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] 40, Federal Covered Securities and State AuthorityNeu · 4 Min.
- [Series 66] 39, Exempt Securities vs Exempt Transactionsvorgestern · 4 Min.
- [Series 66] 38, Agent Registration and Exclusionsvor 3 Tagen · 4 Min.
- [Series 66] 37, Broker-Dealer Definitions and Registrationvor 4 Tagen · 4 Min.
- [Series 66] 36, IAR Registration and Place of Businessvor 5 Tagen · 4 Min.
- [Series 66] 35, Adviser Exemptions and Notice Filingvor 6 Tagen · 4 Min.
- [Series 66] 34, State vs Federal Adviser Registration27. Okt. · 4 Min.
- [Series 66] 33, Investment Adviser Definitions and Exclusions26. Okt. · 5 Min.
- [Series 66] 32, Matching Recommendations to Client Needs25. Okt. · 5 Min.
- [Series 66] 31, Measuring and Comparing Portfolio Returns24. Okt. · 4 Min.