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